Calendar Main Menu Option

Calendar

The calendar is where you can view chart items, group sessions, and generic events in a daily, weekly, or monthly calendar view. Chart items and group sessions appear on the chart automatically when services are documented. Generic events are intended to be used for events not directly related to clients, such as vacations, dental appointments, or organization meetings. Click on a calendar item to view and/or edit it. Click on an empty space to schedule a new event for that date and time. The calendar is an excellent way to determine which items are overlapping per provider, as the overlapping items will appear side by side.

Venues can be used to schedule venues in advance and are administered under Settings -> Organization -> Venues. However for this to be useful the Venue field needs to be added to your encounter forms first. In addition to the Venue field, if your encounter form has a NextApptDT field and have the option enabled, then if you enter a date and time into that field a future encounter will be created that appears on the calendar.