In the Scheduler product, resources are the people, rooms, and equipment assigned to appointments.
Resources are categorized as either person resources or material resources:
- Person resources include providers, nursing staff, and lab technicians who participate in or support patient appointments.
- Material resources include physical or virtual spaces and specialized equipment needed for appointments. Examples include exam rooms, laboratory and X-ray rooms, telehealth rooms, MRI machines, and CT scanners.
Referring providers can also be managed through the provider setup, as applicable, to support accurate scheduling and provider information.
Add person recourses
Click Utilities.
Click Resources and Providers, 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.
Click Save.
Remove person resources
Click Resources and Providers, then click Person Resources.
Click on the name of the person resource you want to remove.
Click Delete.
Arrange person resources
Click Resources and Providers, then click Person Resources.
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.
Add material resources
Click Resources and Providers, then click Material Resources.
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 and, if applicable, provide a Description.
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.
Click Save.
Remove material resources
Click Resources and Providers, then click Material Resources.
Click on the material resource's name.
Click Delete.
Arrange material resources
Click Resources and Providers, then click Material Resources.
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.
Add referring providers
Click Utilities.
Click Resources and Providers, then select Referring Provider.
Click +New Provider.
Input the required information.
To create a secondary identifier, click the plus sign (+).
Choose the Payer from the dropdown menu and enter the provider's NPI number. If applicable, enter the Taxonomy Code, State License Number, Provider Commercial Number, and UPIN.
Click Save.
Edit a referring provider
Click on the provider name to edit.
Update the information and click Save.
Delete a referring provider
Click on the provider name to edit.
Click Delete.
Additonal information
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 uses the link configured in the materials resource.
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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