BEFORE YOU START
BUILD YOUR TEAM
GET READY FOR LAUNCH
ADVANCED SCHEDULING WORKFLOWS
EXPLORE SMARTFORM QUESTIONNAIRES
EXPLORE REPORTING TOOLS
EXPLORE INVENTORY MANAGEMENT
RAPID CHARTING WORKFLOWS
ADVANCED DISPENSARY WORKFLOWS
TASK LIST MANAGEMENT
CUSTOMIZE YOUR OUTSMART EXPERIENCE
SOAP / MEDICAL CHART
In This Article:
The Daily Schedule printout is intended to give you an easy to follow printed schedule for the day. When logged in as a practitioner, you will have the option to print your own schedule, and set your own preferences.
When logged in as an Admin user, you will have the option to either print a specific practitioner’s schedule, or a schedule which includes all events for all practitioners for the day. This option will be provided to you in the form of a drop down list in the Daily Schedule Dashboard Card, as well as the Daily Schedule printout.
To access the Daily Schedule printout, click on the “print” icon at the top right of the Daily Schedule Dashboard card.
Click on the print icon to access the Daily Schedule printout. You can use the Practitioner selection when logged in as Admin.
When you click on the print icon, the Daily Schedule printout will open in a new browser window, and you will have a a few preferences available to configure the display. These preferences will automatically save to your account, so that you do not need to keep setting them every time.
Sample Daily Scheudle printout for a single practitioner. Generated from an admin account.
There are 3 main sections to the Daily Schedule printout:
The practitioner selection drop-down allows admin accounts to easily switch between practitioner schedules in order to quickly be able to print everyone’s schedule. The drop-down will also allow admins to print a single schedule with ALL practitioner events included.
Both admin accounts and practitioner accounts have the same Daily Schedule preferences that are automatically saved to their accounts:
This option will allow you to choose whether or not you want to include non-patient events like lunch beaks or office meetings on the schedule.
This option will allow you to choose whether or not to display Patient Workspace notes along with the events in the schedule. The notes to be displayed can be customized based on the labels that were applied to them in the Patient Workspace.
The Daily Schedule area is where the scheduled events, descriptions, and notes are displayed. By default, the daily schedule will only display the current day’s events. Note that recurring (repeating) events will be indicated with the phrase “Recurring event” directly under the displayed time of the event.
Workspace notes can be an incredibly useful tool if used in a consistent manner with the daily schedule. The Daily Schedule printout allows you to specify which notes to include via the labels that were applied to them in the Client Workspace. Selecting “Calendar Alert” as one of the labels in the Print Options of the Daily Schedule printout will case all notes labelled with the “Calendar Alert” label to show up beside the patients in your schedule. You can select more than one label as well, to increase the scope of the notes presented.
Selecting a Calendar Alert label will cause all notes labelled as “calendar alert” to show up next to their respective patients.
This means that effective use of labels in the Client Workspsace notes area is an important step to ensuring that your Daily Schedule printout is populated with relevant information. Here are some tips that will help:
Another useful tool in the Daily Schedule printout is the ability to remove labels from notes. Let’s say that you have chosen to show notes labelled with the “Calendar Alert” label. Just before you print the schedule, you can scan through the displayed notes. IF you find some notes that are no longer relevant and do not need to be labelled with “Calendar Alert”, you can remove that label from the note, effectively removing it from the schedule. This dies not delete the note itself. It just removes the label from the note.
This is a useful note grooming process that can help to keep your notes relevant.
There are some rules to label removal:
Click to remove the Calendar Alert label from this note, effectively removing it from the schedule without deleting the note.
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