Manage Scheduler Resources

In the Scheduler product, resources are people and/or rooms that an appointment is assigned to. Providers, nursing staff, and lab technicians are person resources. Exam rooms, lab or x-ray rooms, and telehealth "virtual" rooms are material resources. Specialized equipment may also be assigned as material resources, such as MRI machines or CT scanners.

Access Scheduler resource setup

Log into RXNT and click Scheduler.

Screenshot_2020-04-07_at_2.31.57_PM.png

Click Utilities in the upper left.

Screenshot_2020-04-07_at_2.36.11_PM.png

Click Company Setup from the left side menu.

Screenshot_2020-04-07_at_2.36.47_PM.png

Add person resources

From the Company Setup menu, click Person Resources.

Screenshot_2020-04-07_at_2.37.16_PM.png

Click + New Person Resource.

Screenshot_2020-04-07_at_2.37.52_PM.png

Choose the Resource Type from the dropdown:  Provider/Doctor, Nursing Staff, or Technician.

Screenshot_2020-04-07_at_2.39.02_PM.png

Select the person linked to this resource. The person must be a provider or staff user on your RXNT account, however, they do not need to access RXNT in order to be set up as a person resource.

Screenshot_2020-04-07_at_2.41.09_PM.png

Update the Full Name and Short Name for the resource as desired.

Screenshot_2020-04-07_at_2.43.04_PM.png

If your practice is using Patient Reminders, make sure that Enable Reminders is selected so that patient reminders will process for appointments with this person resource.

Screenshot_2020-04-07_at_2.44.15_PM.png

If your practice is checking patient eligibility, make sure to fill out all of the eligibility fields for the person resource.

Screenshot_2020-04-07_at_2.45.25_PM.png

Choose the colors for the resource. These are the colors that will display on the calendar when the  Resource color scheme is selected. BG stands for Background Color and is the main color on the appointment. FG stands for Foreground Color and is the text color on the appointment. A preview of the color will be shown for each status.

Screenshot_2020-04-07_at_3.41.07_PM.png

Tip:  avoid light grays and pale colors that may be hard to see against the appointment calendar background.

Configure the locations for this person resource. For each location that this resource should be available for, select the checkbox to the left of the location name. Click the checkbox to the right of the location to make it the default location for appointments with this provider.

Screenshot_2020-04-07_at_3.40.49_PM.png

Click Save to create the person resource.

Screenshot_2020-04-07_at_2.48.28_PM.png

Remove person resources

From the Company Setup menu, click Person Resources.

Screenshot_2020-04-07_at_2.37.16_PM.png

Click the name of the person resource to remove.

Screen_Shot_2020-04-08_at_8.59.58_AM_copy_2.png

Click Delete.

Screen_Shot_2020-04-08_at_9.01.42_AM.png

Arrange person resources

From the Company Setup menu, click Person Resources.

Screenshot_2020-04-07_at_2.37.16_PM.png

Use the arrows to the left of the resource name to reorder the list. This is the order that the resources will display on the appointment calendar, availability calendar, and in the dropdown when scheduling an appointment.

Screen_Shot_2020-04-08_at_8.59.58_AM_copy.png

Click Save Sequence to update the list order.

Screen_Shot_2020-04-08_at_8.59.58_AM.png

Add material resources

From the Company Setup menu, click Material Resources.

Screenshot_2020-04-07_at_2.37.16_PM_copy.png 

Click + New Material Resource

Screenshot_2020-04-07_at_4.30.22_PM.png

Choose the Master Material Resource Type from the dropdown:  Examination Room, Lab, X-Ray, Office, Virtual Room. These types are interchangeable, and only distinct for description purposes, except for the Virtual Room, which includes additional details for telehealth appointments. 

Screenshot_2020-04-07_at_4.36.10_PM.png

Enter the Name for the material resource.

Screenshot_2020-04-07_at_4.36.33_PM.png

If the material resource is a Virtual Room, add the Meeting Url for the virtual appointment room.

Screenshot_2020-04-07_at_4.49.09_PM.png

Choose the colors for the resource. These are the colors that will display on the calendar when the  Resource color scheme is selected. BG stands for Background Color and is the main color on the appointment. FG stands for Foreground Color and is the text color on the appointment. A preview of the color will be shown for each status.

Screenshot_2020-04-07_at_4.38.05_PM.png

Tip:  avoid light grays and pale colors that may be hard to see against the appointment calendar background.

Configure the locations for this material resource. For each location that this resource should be available for, select the checkbox to the left of the location name. Click the checkbox to the right of the location to make it the default location for appointments with this resource.

Screenshot_2020-04-07_at_5.01.53_PM_copy.png

Click Save to create the material resource.

Screenshot_2020-04-07_at_5.01.53_PM.png

Remove material resources

From the Company Setup menu, click Material Resources.

Screenshot_2020-04-07_at_2.37.16_PM_copy.png

Click the name of the material resource to remove.

Screen_Shot_2020-04-08_at_9.02.11_AM_copy_2.png

Click Delete.

Screen_Shot_2020-04-08_at_9.02.49_AM.png

Arrange material resources

From the Company Setup menu, click Material Resources.

Screenshot_2020-04-07_at_2.37.16_PM_copy.png

Use the arrows to the left of the resource name to reorder the list. This is the order that the resources will display on the appointment calendar, availability calendar, and in the dropdown when scheduling an appointment.

Screen_Shot_2020-04-08_at_9.02.11_AM_copy.png

Click Save Sequence to update the list order.

Screen_Shot_2020-04-08_at_9.02.11_AM.png

 

Still need help? Contact us!

Have a great idea? Tell us about it!

Was this article helpful?
0 out of 0 found this helpful