What is a person resource?
The person resource represents individuals who have appointments scheduled on their behalf in the system.
Person Resource
To set up a person resource, follow the steps outlined below:
Click Utilities.
Click Company Setup, then click Person Resources.
Click + New Person Resource.
Choose the Resource Type from the dropdown: Provider/Doctor, Nursing Staff, or Technician.
From the Person dropdown menu, select the individual associated with this resource. The selected individual must be either a provider or staff user on your RXNT account; however, they don't need to have access to RXNT in order to be configured as a person resource. Upon selecting the individual from the dropdown menu, their full name will also be displayed in the Full Name field.
For a distinct name on the Appointment and Availability Calendar, other than the selected person's name, specify the preferred name in the Full Name and Short Name fields.
If your practice uses Patient Reminders, be sure to check the Enable Reminders box to ensure that reminders are sent for appointments with this person resource.
If your practice is verifying patient eligibility, be sure to complete all the eligibility fields for the person resource.
Select the colors for the resource, which will appear on the calendar when the Resource color scheme is applied. "BG" represents the Background Color, the primary color used for the appointment, while "FG" denotes the Foreground Color, which is the text color for the appointment. Each status will have a preview of the selected colors.
Set up the locations for this resource by selecting the checkboxes next to each location where the resource should be available.
To make the Person Resource the default option in the appointment calendar, check the Set as default in appointment calendar checkbox. Choose All Users or only Specific Users.
Click Save.
To alter the order of resources, utilize the arrows on the left of each resource name. The arrangement you choose will dictate how resources are displayed on the appointment calendar, the availability calendar, and within the dropdown menu when scheduling an appointment.
Click Save Sequence to apply the new order.
Transfer Appointments before deactivating a Person Resources
"Best practice" is for practices to always "transfer appointments" via the scheduler before deactivating a provider.
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.
Choose the appointment you want to transfer by using the search options at the top, such as Date Range, Provider, Location, and Status, then Click Find.
After selecting the appointment, choose the Transfer Date, Transfer Provider, Transfer Location, and Transfer Status.
Click Transfer.
Confirm the transfer by clicking Yes to finalize the appointment transfer.
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