Overview
Within the practice, material resources include essential equipment, rooms, labs, and more. When scheduling patient appointments, there's also the option to book a relevant material resource.
Set up
To set up a material resource, follow the steps outlined below:
Click Utilities, then Company Setup.
Click Material Resource, then + New Material Resource.
Choose the Master Material Resource Type from the dropdown menu: Examination Room, Lab, X-Ray, Office, or Virtual Room. While the majority of types are interchangeable and mainly serve descriptive purposes, the Virtual Room includes additional details specific to telehealth appointments.
Enter a Name for the material resource.
If the material resource type is a Virtual Room, use the two Meeting URL fields to enter the Patient's meeting link and the Provider's meeting link.
- The Meeting URL (Patient) gives patients access to a virtual waiting room, stays consistent for all appointments, and is included in the patient's appointment reminders (if applicable).
- The Meeting URL (Provider) allows the provider to join the appointment from the EHR and appears on the appointment screen.
Choose the colors for the resource that will be displayed on the calendar when the Resource color scheme is applied. "BG" stands for Background Color, the primary color used for the appointment, while "FG" refers to Foreground Color, the text color for the appointment. A preview of the selected colors will be shown for each status.
Choose the locations for this resource by checking the boxes next to each location where the resource should be accessible.
Click Save.
To change the order of resources, use the arrows next to each resource name. The order you set will determine how resources appear on the appointment calendar, availability calendar, and in the dropdown menu when scheduling an appointment.
Click Save Sequence to confirm and apply the new order.
Join telehealth appointments
The provider will have access to join their virtual appointments from the main EHR dashboard and the Today's Appointment tab. This user the link setup in the material recourse.
Scheduling telehealth appointments
Click on the patient's desired appointment time.
Search for the patient. Then, choose the recourse you created with the URL link from the Select Material Recourse dropdown menu.
The URL will display and will be sent to the patient's email on file once the appointment has been created. Click here to ensure you have appointment emails set up.
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