To schedule a charting timetable event for a client, complete the following steps from the Schedule Calendar Event page displayed after clicking a date on the Calendar:

  TIP: In order to schedule chart events, you must have the following permissions:

Display Any Chart Records Buttons
Display Chart Records Services - Individual Button

  TIP: Chart events cannot be scheduled when using Availability view.

1. Click the Select radio button next to "Charting Event" in the Event Type table.
2. Click CONTINUE.  The Charting Timetable Data Entry Selection page is displayed.  

3. Click the Client drop-down arrow and select the client for whom the chart event is to be scheduled.
4. Click the Chart Event drop-down arrow and select the event to be scheduled.  The default value is "All Events."
5. The date of the event being scheduled must fall within the date range in the From and To fields on this page, and the default date range automatically includes the date you clicked on the Calendar.  Make changes to the default date range as necessary by typing in new dates (using mm/dd/yyyy format), or by selecting dates using the available date picker to the right of each field.
6. Click CONTINUE.  The Charting Timetable Data Entry page is displayed.

Any existing charting timetable records for the selected client, event, and date range are displayed at the top of this page.

7. By default the chart event's due date (the date on which the event must be completed) is the date you clicked on in the Calendar.  If necessary, change that date by typing a new date into the Due Date field (using mm/dd/yyyy format), or select a date using the available date picker to the right of the field.

  TIP: The date entered must fall within the date range entered on the previous page (during step 4).

8. If a specific event was not selected on the previous page (during step 3), click the Chart Event drop-down arrow and select the event to be scheduled.
9. Click the Worker drop-down arrow and select the staff member responsible for the selected event.
10. If applicable, in the Done Date field type the date on which the event was completed (using mm/dd/yyyy format), or select a date using the available date picker to the right of the field.

  TIP: The date entered must fall within the date range entered on the previous page (during step 4).

11. Click UPDATE.  The chart event is scheduled and you are returned to the Calendar where your newly scheduled chart event is displayed.

  TIP: In some cases you may need to adjust your current Calendar settings before your new appointment/event will be included in the Calendar display.

  NOTE: All chart events are scheduled on the Calendar for 8:00 AM.

The process of scheduling a charting timetable event is now complete.

  TIP: Charting timetable event records can also be entered and updated using the Services - Individual module's Charting Timetable feature.  For more information, click here.

  https://demodb.footholdtechnology.com/help/?10160