Calendar Overview

What is the Calendar?

The Calendar is where you manage all scheduling activities for your practice. Every appointment, break, vacation day, and operational event appears in your calendar, giving you complete visibility of your practice schedule.

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What Are Events?

In OutSmart, events are the building blocks of your calendar. An event represents anything scheduled in your calendar, including:

• Patient appointments

• Breaks (lunch, coffee breaks, etc.)

• Vacation time

• Blocked time

• Hours of operation

• Personal time off

• Any other scheduled activity

  Think of events as universal calendar entries - they're flexible enough to handle any type of scheduling need in your practice.

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Types of Events

Patient Events

The most common type - scheduled appointments with patients for consultations, treatments, assessments, or follow-ups.

Non-Patient Events

These include:

• Breaks - Lunch breaks, coffee breaks, rest periods
• Vacation - Time off, holidays, personal days
• Blocked Time - Reserved time not available for booking
• Administrative - Meetings, training, paperwork time
• Hours of Operation - Defining when the practice is open

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Key Features

Visual Schedule Management

• Color-coded events for easy identification
• Drag-and-drop rescheduling
• Multi-practitioner and multi-office view
• Office/room assignments

Flexible Event Types

• Create custom event types for your practice needs
• Assign different colors to different event types
• Set default durations and properties
• Link intake forms to specific event types

Patient Integration

• Automatic patient record creation
• Patient history tracking
• Seamless notifications via email and sms
• Intake form distribution

Real-Time Updates

• Instant calendar synchronization
• Status tracking (pending, confirmed, completed, no-show, etc)
• Automatic notifications and reminders

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Configuring How the Calendar Looks and Behaves

How the calendar displays — its time range, default colours, what happens when events overlap, whether cancelled events stay visible — is all configurable. Click the gear icon at the top right of the calendar and choose Calendar Options to open the panel. See Calendar Options for every available setting.

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Calendar Views

Your calendar can display in multiple views:

View	Best For
Day View	Detailed schedule for one day
Week View	Multi-day overview of the current week
Month View	High-level view of the entire month
Practitioner View	Individual practitioner schedules
Multi-Practitioner View	Side-by-side comparison of multiple schedules

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Getting Started

To start using the Calendar effectively:

1. Creating Events - Learn how to book appointments and events
2. Managing Event Types - Set up different types of appointments
3. Patient Management - Create and manage patient records
4. Event Status - Track appointment lifecycle

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Quick Tips

Tip

Click directly on the calendar at any time to quickly create a new event - no need to navigate through menus!

Note

You can drag and drop events to reschedule them instantly. The system will automatically update all associated times and notifications.

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Next Steps

• Booking Events - Start booking your first appointment
• Event Types - Customize event types for your practice