What is a material resource?
Within the practice, material resources serve as necessary equipment, rooms, labs, and more. During patient appointment scheduling, there's also the option to schedule a relevant material resource.
Material Resource
To set up a material resource, follow the steps outlined below:
Click Utilities.
Click + New Material Resource.
Select the Master Material Resource Type from the dropdown menu: Examination Room, Lab, X-Ray, Office, or Virtual Room. While most types are interchangeable and used primarily for descriptive purposes, the Virtual Room has additional details specific to telehealth appointments.
Enter a Name for the material resource.
If the material resource is a Virtual Room, include the Meeting URL for the virtual appointment room.
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 Material 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.
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