Navigating the Scheduler

The Scheduler uses click-and-drag functionality throughout every segment of the interface. One click of the mouse selects an item. Click and hold the mouse over some features, and the next logical option, or set of choices, becomes available. Click-and-drag to move and resize. Shift + click to select multiple items.

Day or Week View

Use these icons to display the day view or the entire week.

Full Day View

Use the icon to toggle your day view from a portion of the day's schedule with more detail on the appointment tiles to the entire day's schedule with less detail on the appointment tiles.

Day by Day

The current date is displayed by default. Use the arrows next to the date to scroll forward or backward one day.

Real-Time Bar

The real-time bar lets you know exactly where you are in relation to your next appointment.

Jump to Any Day Using the Calendar

Click the calendar icon by the date to display the calendar with the current month and the following two months. From here you can:

Double-click a single date to go to that date in the appointment book.
Shift + click on several dates to display them all in the appointment book at once.
This is useful when looking for an open time on a specific day of the week.
Click the Today button to return to the current date.

Links to the Other Features in the Practice Management Software

An options panel on the left side of the Scheduler window provides links back to the practice management software and other associated modules and features.

Click to open the panel.

Click to close the panel.

Using Hot Keys

A list of keyboard shortcuts has been added to help you navigate and perform functions with just a few keystrokes. To display the list, click the Help (?) button in the upper-right and select Hot Keys.

The Hot Keys window contains two sets of shortcuts: Main View and Appointment Card. Click each heading to expand or close the list of keyboard shortcuts you want to see.