What is a person resource? 

The person resource is any user with appointments scheduled on their behalf.

You can begin by clicking on Utilities in the top right corner.


Company Setup

 Next, clicking on the Company setup allows you to access Person and Material resources and Appointment status.


Next, select Person Resources and open a user's resource.


New Person Resource

Select New Person Resource and follow the steps below to add a new resource and set up specifications. 


Select the Resource Type and Person's name, and enter the display name.


NOTE: When selecting the person resource’s name – DO NOT free text – you MUST click on the drop-down option on the person resource’s name. The setup of the person resource will not be complete if this is not done.

Enter the eligibility information.


Select the color options for when the person resource is available, not available, and the appointment color.


Select the Preferred Locations and the Default location based on the offices in which the person resource will be working.


Enter the  Short Name if your doctor group uses Patient Reminders. This name will be associated with the Patient Reminder


Select if the person resource is visible as a default on the appointment calendar and which users can see the resource.


After making the changes, click Save. The doctor group will now be associated with the newly added Person Resource.


The order in which the person resource is displayed on the appointment and availability calendars can be adjusted, and then the sequence saved. This can be done by selecting directional arrows. 


Edit person resource

Select the person you wish to modify and make changes. 


Transfer Appointments before deactivating a Person Resources

"Best practice" is for practices to always "transfer appointments" via the scheduler before deactivating a provider.

Transfer appointment 

Use the Transfer Appointments feature to easily move multiple appointments from a particular date, provider, location, or status to another. Select appointments to transfer and click Transfer Appointments.


Select the appointment that you wish to transfer. This can be done by using the search terms at the top, such as date range, provider, location, and status.



Once you have selected the appointment, select the transfer date, transfer provider, transfer location, and transfer status from the bottom menu options.


After selecting the transfer details, Click Transfer


Confirm transfer and click Yes to confirm the transfer of appointments.mceclip5.png

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