Scheduling an Appointment / Event







Previous Topic  Next Topic 

To schedule an appointment/event using the Calendar, complete the following steps:

    1. From the navigation bar, click Calendar (or the Calendar icon).
    2. Configure the Calendar viewing options, making sure that the date on which you wish to schedule an appointment/event will be included in the Calendar display based on your selections.

  TIP: For more information on the Calendar viewing options, click here.

    1. Click DISPLAY CALENDAR.  The Calendar page is refreshed to reflect the detail specified in step 2.

  TIP: If, once the Calendar is displayed, you change the settings used, click REFRESH CALENDAR to apply those changes.  (Note that if the View or Scope settings are changed the Calendar display is temporarily removed from the page, at which point you must click DISPLAY CALENDAR to apply your settings and view appointment and event information again.)

    1. When viewing the Calendar with its default daily grid, click the link for the date on which the appointment/event is to be scheduled.  The Schedule Calendar Event page is displayed.

  TIP: Depending on the view you have chosen, either the Scope or Selection option must be set to a single program in order to schedule the full complement of appointment/event types.  If you click on a Calendar date while a group of programs is selected, you will receive an error instructing you that you must go back and select a single program in order to proceed with the scheduling process.  Similarly, if you click on a Calendar date while "All Staff" is selected, you will be allowed to proceed but will be limited to scheduling staff events only.

When viewing the Calendar with the hourly schedule option, double-click the timeslot in which the appointment/event is to be scheduled.  (If the appropriate timeslot is not displayed, double-click in any slot and adjust the time later in the scheduling process.)  The Schedule Calendar Event page is displayed.

    1. Click the Select radio button next to the type of appointment/event to be scheduled.  Available appointment/event type selections may include the following:

  NOTE: The appointments/events available for selection vary based on your permissions and on the View, Scope, and Selection you have chosen for the Calendar.  As a result, the appointments/events list you see may be different from that shown here. 

Staff Meeting

Staff Training

Staff Personal

Provider Appointment

Program Appointment

Charting Event

Referral Interview

Job Interview

Group Activity

    1. Click CONTINUE.  The next settings or data entry page in the scheduling process is displayed based on the event type you have chosen. 
    2. Proceed with the scheduling process as directed on that page and any subsequent pages. 

  NOTE: During the scheduling process you may receive up to two notification messages designed to alert you to potential issues with the new appointment/event:

Off Hours Meeting Time - If you are scheduling a staff meeting or staff training and the meeting/training time is not between 6am and 11pm you will receive an off hours notification.  To proceed with scheduling the meeting/training as is, click CONFIRM.  To return to the meeting/training details to make changes, click your browser's Back button.

Scheduling Conflict - Depending on the type of appointment/event being scheduled, AWARDS will check the schedule for the appointment / event's location, client(s), and/or staff and flag any potential conflicts with already scheduled appointments / events.  If a possible conflict is identified, you will receive a scheduling conflict notification.  To proceed with scheduling the appointment/event as is, click SCHEDULE ANYWAY.  To return to the appointment/event details to make changes, click your browser's Back button.

When you have finished scheduling your appointment/event, one of the following will happen based on the type of appointment/event you are working with:

  You will automatically be returned to the Calendar where the newly scheduled appointment/event is now displayed.  (In some cases you may need to adjust your current Calendar settings before your new appointment/event will be included in the Calendar display.) 

  You will be shown a confirmation page from which you can click Calendar to return to the updated Calendar page.

The scheduling process is now complete.  For detailed information on completing step 6 for a specific appointment/event type, please refer to the information for that type, accessed from the table of contents or the related topics list below.

Click-by-Click Instructions

Click-by-click instructions for scheduling each of the available appointment/event types.

Scheduling a Staff Meeting

Scheduling a Staff Training

Scheduling a Staff Personal Appointment/Event

Scheduling a Provider Appointment

Scheduling a Program Appointment

Scheduling a Charting Event

Scheduling a Referral Interview

Scheduling a Job Interview

Scheduling a Group Activity

  https://demodb.footholdtechnology.com/help/?10142