In This Article:
Event Types are used not only for scheduling, but also to identify types of charts, as well as services for billing. Examples of Event Types are ‘Initial Consultation‘, ‘Follow-Up Visit‘, ‘Acupuncture‘, ‘IV Session‘, etc. These Event Types serve not only to represent appointments in the calendar, but also what type of Medical Chart you can create, and what services you are billing the patient for.
Regardless of the type of OutSmart account you have, setting up Event Types is an important step. Event Types are created and modified using the Event Manager.
The Event Manager is located within the Calendar Module. There are three categories of Event Types, and two Event Type Scopes.
The three Event Type Categories are Patient Event, Non-Patient Event, and Background Event.
The two Event Type Scopes are Practitioner Event and Office Event.
To create a new event type, first open the Calendar Module by clicking on the purple calendar icon in the top toolbar at the right.
Click on the Calendar Module icon in the top main toolbar to access the calendar on any page.
Once the calendar is loaded, you will then click on the “gear” icon just above the calendar at to the right of the day, week, and month view buttons. This will open a small menu. Click on the Event Manager in that menu.
Click on the ‘gear’ icon, then click on Event Manager.
You will now be able to see the Event Manager area. It is in this area that you can create and edit events.
Note To Admin Staff: If you are logged in to an Admin account, you will see an additional Practitioner Selector in the Top Toolbar for this page. This will allow you to select for which practitioner you are creating or editing events. It is important to ensure you have selected the correct practitioner before proceeding with the rest of this tutorial.
To create an event, click on the +New button at the top to open the Event Type Editor. To create your first event, select and fill out all the relevant options, and then click on the green Save Event button at the bottom of the Event Type Editor.
The Event Type Editor is used to create or edit event types for use in the Calendar.