Resource Booking

Resource Booking

Resource booking will allow you to create a template for your provider, indicating that only a certain number of ROV's can be placed into a time slot and the ability to color code the background of your appointment book indicating that certain ROV's are allowed during this time frame.

This will provide a message alert indicating if you are about to schedule more then the number of appointments allowed in a time block or if the ROV you have chosen is outside the perimeters of the template.

The template created will also repeat every week.

Please keep in mind:

If you have multiple providers in your clinic that follow the same rules, each provider will need to have their template created. There is not a way to indicate that the template created is for ALL providers.

Also, templates are only created with ROV's made for the clinic. 

This does not replace schedule exceptions where the provider may or may not be in the office during special circumstances.  

Lets take a look at this exciting feature!!

To create your template, please start by going to Admin

Resource Booking

Select a Provider from the drop-down

• Choose your day you would like to work on.
• Click a time slot within that day and drag your mouse to highlight the total time block needed.
• Select Add New Resource

• Select the color you would like the background of the appointment book to be. (This can be the same color of your ROV created for the clinic or a different color of your choosing)
• Select the number of ROVs that can be scheduled within the time block selected
• Choose the ROV/ROVs allowed to be utilized within that time block. You can choose mulitiple by holding down your Ctrl button while making selections.

Please keep in mind: If you are selecting multiple ROVs for a time slot, the number chosen does not mean for each ROV. 

For Example: If I choose 1 appointment is allowed but, I chose 2 ROV's, only 1 appointment is available for that time slot. This appointment can be either one of those ROV's

Once created, your resource will appear this way. If you need to make another resource, you will just follow the steps until you are finished dressing out your template.

In addition: The day of the week you are making the changes to the template, is displayed under each day of the week. 

For Example: Because today is Monday the 4th of March, you will see Monday the 4th below Monday, Tuesday, Wednesday etc. 

Feature Utilization

To see your new feature in action, you will now go to your appointment book under Appointments within the CoAction toolbar or the Appointments tab in your patients file.

When you select a day of the week your resource was created for, you will now see the background of your appointment book colored.

You will continue to schedule patients as normal but, if you try to schedule too many appointments in the colored time block, you will receive this message alert.

"Limit already reached for amount of visits in time frame"

If you select Cancel, your appointment will not be scheduled and another date, time will need to be chosen. 

If you select SAVE, this will override the alert and place the appointment in the time slot chosen.

If you are trying to schedule a patient by using a ROV not indicated within the template, you will receive this message alert.

"Needs to have correct Reason of Visit"

If you select Cancel, your appointment will not be scheduled and another date, time will need to be chosen. 

If you select SAVE, this will override the alert and place the appointment in the time slot chosen.