Assign/Add Clinicians in the Calendar

Assign/Add Clinicians in the Calendar

Users are not automatically assigned to the Calendar. To add them, group administrators should follow these instructions:
 
 
1.  From the Chart Room, click on the Calendar button to go to the Calendar.
 
 
 
 
2.  On the Calendar, click the  button.
 
 
 
 
3.  Click the  button and then click the  button.
 
 
 
4.  In the popup window, fill in the required fields:
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     A.  Name displayed should reflect the name of the location (if multiple locations). In the screenshot, I added the first location to the name displayed. Note: It is best NOT to add credentials because can they change and this may cause issues changing the name in the future.
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     B.  Tie to this clinician field opens a window to select the provider.
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     C.  Click the  button to save the new "name" on the calendar.
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5.  When done adding the providers, arrange the calendar so that the name of the providers line up (optional) by using the arrows by the name to move the clinician up or down. 
 
 
 
If an existing clinician's name is needing to be updated, or you just need to make a change to an entry that was just added, you can do this by following clicking on the edit pencil next to the clinician's name in the Clinician Settings:
 
 
 
In this example, I've added credentials to the end of the clinician's name:
 
 
After clicking Save, a message will appear showing that the change is being made:
 
 
 
Then the name will be updated:
 
 
 
 
After setting this up, the provider will be able to see their schedule from the Quick Calendar by clicking the  button.
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If the provider does not want to see the block out times, click the  box. 
 
 
 
Watch our video demonstrating adding and editing clinicians on the new calendar:
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