Staff members can indicate availability for clinical services and block off non-clinical time in a personal calendar. Provider then scans these markers when searching for available appointment slots.

Staff and Resource Calendars

• View graphical calendars with flexible displays for staff, patients, resources, and locations.
• Reserve time for clinical and non-clinical activities from the same screen (one-time or recurring).
• Specify types of services that can be scheduled into an available slot.

Appointment Search & Scheduling

• Specify multiple search criteria for desired appointments: date, location, payor, procedure code, available/busy settings.
• Search on desired clinician characteristics: primary language, treatment approach, demographics, payor credentialing.
• Satisfy and track access standards: record and report on accepted and declined appointments; filter extensive details of search results according to duration, location, staff member, or type of service.
• Schedule an appointment and generate service record in one step.
• Alert users of scheduling conflicts.
• System will only return viable appointments that meet the organization's requirements for procedure code, staff, and payor combinations.

Group Scheduling

• Create group appointments, adding and removing members and clinicians as needed.
• Avoid duplicate data entry by scheduling one group appointment; the system automatically transfers the details to each member.
• Assign single or multiple staff to manage the group.