Working with the Appointment Scheduler

Working with Provider Columns

Each provider can have multiple columns labeled and used for any purpose. You must define the columns for each provider. For more information, see Setting Up Providers and Staff.

Changing Provider Columns

To change provider columns:

  1. Select Tables > Practice > Providers/Staff Members. The Provider/Staff Search window is displayed.

  2. Type search criteria in the search fields and click Find. The records matching your search criteria are displayed on the left side of the Provider/Staff Member Search window.

  3. Double-click the provider record in which you want to change the provider columns. The Provider/Staff Data Entry window is displayed.

  4. Click the Scheduling tab.

  5. If you are using column scheduling, select Use Columns Below. If you are using template scheduling, select Use Templates.

  6. Click the column name you want to edit and make the change.

  7. Click Ok.

Deleting Provider Columns

To delete a provider column:

  1. Select Tables > Practice > Providers/Staff Members. The Provider/Staff Member Search window is displayed.

  2. Type search criteria in the search fields and click Find. The records matching your search criteria are displayed on the left side of the Provider/Staff Member Search window.

  3. Double-click the provider record in which you want to delete the provider column. The Provider/Staff Data Entry window is displayed.

  4. Click the Scheduling tab and make sure Use Columns Below is selected.

  5. Select the column name you want to edit, and click and drag the column to the trash can.

  6. You cannot delete provider columns that have appointments.