Team Calendars

Before you start

The Calendar shows every appointment and every provider's availability in one place. What you see depends on your role: business owners and dispatchers see the whole team, and nurses see only their own calendar.

Step 1: Move around the calendar

1. In the side menu, select Calendar.
2. Select Today to jump to the current week, or use the arrows to move back and forward.
3. Use the view menu at the top right to switch between Week and Day. Day view gives each appointment more room. (On a phone, the calendar shows Day view only.)

Step 2: Filter what you see

1. Select the Filters icon.
2. Turn layers on or off: Appointments, Coverage, Availability, and Detailed Availability.
3. Under Practitioners, choose whose schedules to show. Use Select all or Clear all to start fresh. You can also filter by service and by title (for example, only RNs).

Step 3: Open and add appointments

• Select any appointment to see the patient, services, provider, status, and location. From there you can edit it, chart, or check out.
• Select Create Appointment to book a visit directly from the calendar.
• Select the Reload icon to pull in the latest changes.

Tips

• Shaded blocks are availability. If a provider has no shaded block on a day, they can't be booked that day. See Availability Windows.
• Busy week? Filter to one provider to see their day clearly.