Regardless of the currently selected view (Day, Work Week, Week, or Month) you can filter the provider selection so that only those in which you are currently interested will appear in the appointment grid. Here is an example in which four of seven providers are displayed in the Work Week view:
Here’s another example, with the same four providers, shown this time in the Day View:
In order to specify the providers you want to see in the grid, click the Filter Providers button in the top toolbar, above the schedule grid:
A pick-list will open, in which you can tag one or more provider. Note that only those providers to which you have access appear in the list. You can tag the desired providers by holding down the <CTRL> key while clicking each of your selections. Do the same to un-tag a previously tagged provider. The tag all, or un-tag all, use the map pin buttons just above the list.
After changing your selected providers, you might have to use the “refresh” button in the top toolbar to show your new selection.
Why are some of my appointments not imported to the Daysheet while others are?
In order for an appointment to be imported, it must be set to an appointment type that is importable. The Appointment Type example below shows a type called “Office Meeting”. Notice that the Import to Daysheet option is not checked. Providers want to create appointments in their schedules for meetings, but these are not billable appointments, so you don’t want to generate a charge entry in the Daysheet, and you don’t want to be forced to select an unnecessary Billing Profile for these appointments. Daysheet import includes only appointment types with the Import to Daysheet option checked. In addition, the Billing Profile field only appears on the Appointment entry form only if you select an appointment type with the Import to Daysheet option checked.
To create or modify your Appointment Type selections, go to SchedulerLookups > Appointment Types in the main Navigation bar.
Why is Scheduler not showing in the Navigation bar or the View > Navigation menu.
If you normally see the Scheduler selection in the Navigation bar and menu, then it is possible that the maximum number of users are currently using that feature. A user with Administrator rights can check the user list by navigating to Admin > Users, and, if necessary, log out an inactive user.
If this issue occurs frequently, you may want to contact SOS to discuss the cost of increasing the user limit for the Scheduler feature.
How do I change which providers appear in the Scheduler views?
Use the Filter Providers button in the top toolbar to select which providers you want to see. Here is a video showing this feature:
How to select providers to appear in the SOS G5 Scheduler views.
Why don’t I see any providers in the scheduler? Why don’t I see all the providers in the scheduler?
First, see if the Provider Filter is the problem (see previous question).
If adjusting the filter does not resolve the issue, or the list of providers shown in the provider filter list does not show the provider you want to see, then it is likely that you have not been granted permission to view the schedules of the provider or providers in question. In either case, you will have to request permission from one of your organization’s security administrators, who will be able to do one of the following:
Add your user ID on the Scheduler tab of each Provider, or
Add each provider on the Scheduler tab of your User configuration. Adjusting these User settings is done from the Admin menu in the Navigation Bar.
Whether the change is made from the Provider’s Scheduler Tab, or the User’s Scheduler tab, the result will be the same. The adjustment should result in the providers appearing in the scheduler for your user login.
Is there a quick way to set an appointment’s status to “Kept”?
Sure. Simply right-click the desired appointment in the grid and select Kept. If you mark an appointment Kept accidentally, you can open up the appointment and reset the Appointment Status to “Active” or whatever status is appropriate.
Is there a way to have more than one provider on an appointment?
There sure is! In the lower left corner of the appointment is a list panel titled Providers. To add another provider (or more) to the appointment, either:
Right-click and select Link, or…
Click the first icon on the Provider List’s tool bar.
Once the tag-list of providers appear, tag one or more by holding the <CTRL> key and clicking to toggle the tag on and off. Once you have tagged the desired provider(s), click OK to add them to the appointment’s list of providers.
How do I block appointments for a period of time?
To indicate a period of time in which appointments should not be created, such as when the office will be closed, or when providers will be on vacation or otherwise unavailable, simply fill that time with an appointment with the Appointment Type set to “Block Appointments”. Changing the Appointment Type to “Block Appointments” will automatically change the Appointment For to “Subject” instead of “Patient” or “Group”.
If the period you want to block extends over multiple days, create a block for the entire first day, then use the Replicate feature to copy that appointment to the desired number of subsequent days. As shown below, set the Number of Appointments to Make to the desired additional days to block, and the Number of Days Between each Appointment to “1”.
There are several Scheduler views available to you in the SOS G5 Scheduler. Several of these should be familiar to you if you have ever used the calendar feature in Microsoft Outlook or Google’s Calendar App, with one important difference: you can view the appointments for multiple providers at the same time. In the sample screen shots just below, the displays show five providers:
Day View
Work Week View
Week View (days across the top and providers down the left side)
Month View (days across the top and providers down the left side)
Agenda View Chronological list of appointments. To limit the providers shown in the list, select desired providers using the Provider Filter before switching to the Agenda view. This view is similar to the Appointments for a Period report, but the report is grouped differently and contains far more detail.
Selected Date Range highlighted in the mini-month calendars. Highlight the dates you want to view in the right side-panel to display that date range in the Appointment grid.
How to Change the View
To change from one appointment view to another, right-click anywhere in the current appointment view, move your mouse to (or click) Change View To, then click the desired view.
SOS G5 offers an optional, full-featured, Appointment Scheduler component. If you have licensed it, you will see it listed in the SOS Navigation Bar, by default located on the left edge or the screen.
