How do I create new schedules?

How do I create new schedules?

All of your existing schedules from VetView 1.7 will be imported exactly as they were set up.  You do not need to recreate any existing schedules.

To make a new schedule in VetView 2.0, you will need to go to Hospital Setup > Unit Setup and go to the Schedules Tab.

The first subtab here is the Schedules Subtab, and it is where you can add a new schedule.

Click on the  Add button to open the new schedule window.

Give your schedule a name.  If this is the only schedule for the unit, we strongly recommend giving it the same name as the unit.  Otherwise, schedules can be named for the exam room, for the doctor who will be seeing the patients, for the specific department within the unit, or any other naming convention that fits your hospital's workflow. 

If your schedule should be available for all other users in the hospital to schedule against, you can leave it as Public.  If you want to reserve your scheduling for internal use only, set it as Private.

Select the default Appointment Type if there is a single appointment that will be used most commonly on this schedule.

Add a comment if there is any information you wish to communicate with other administrator's (or yourself in the future.)

Click on Save to add the schedule to the system.  It will become available for further action in Hospital Setup, but will remain hidden on the Schedule Screen until you Show it via the Show/Hide feature on the schedule screen itself.

How do I mark a schedule as inactive when it will no longer be used?

If a schedule will be retired for any reason (and not just temporarily hidden) you can permanently deactivate it from the Schedule setup tab.

Edit the schedule, and uncheck the Active mark.

When you save the schedule, it will be permanently removed from the Schedule screen as long as this box remains unchecked, and will not be available to Show/Hide.

How do I group schedules together?

Group Schedules allow you to link multiple schedules into a single group on the schedule screen, such that they can be turned on and off simultaneously using the check box on the left hand side.  Using this feature, each individual schedule will become its own column on Day views, so that you can have a full map of schedule availability for all schedules in the unit or service area.

To create a new Group Schedule, click on the plus sign  next to the Group Name.

This will open a small window for you to enter in the name of the Group Schedule.  This is the name that will appear on the Schedule screen, with all of the linked sub-schedules listed underneath it.

Schedules that are linked in a group will display their Group Name on the Schedule subtab so you can easily see which ones within the unit or service area are included.

How do I change the order in which schedules appear on the schedule screen?

You can modify the sort order on the Schedule screen, including the left hand task panel (to display or turn off schedules) and the User Preferences selection for default schedules.

Select the schedule you want to appear on top or on the left-most panel. and click on Move Up.  

You can also move any inactive schedules down by selecting them and clicking Move Down, but as these are already hidden on the main Schedule screen, it does not impact the view.

Group Schedules will be linked together regardless of what sort order they have on this screen, but sorting them relative to each other will impact which one appears on the top or left in the group itself.