Scheduling Setup Process

1. Complete the Scheduling System Integrations - Schedule, Database Maintenance Menu, Scheduling System Integration
   
   
2. Create Type of Visit Codes - Schedule, Scheduling Table Maintenance, Maintain Type of Visit Codes
   
   
3. Setup Doctor Integration Codes - Schedule, Scheduling Table Maintenance, Maintain Doctor Integration Codes
   
   
4. Setup Unit Integration Codes (if applicable) - Schedule, Scheduling Table Maintenance, Maintain Unit Integration Codes
   
   
5. Create Patient Status/Location Codes - Schedule, Scheduling Table Maintenance, Maintain Status/Location Codes
   
   
6. Create Doctor Schedules - Schedule, Doctor Schedule Maintenance, Edit Doctor Schedules
   
   
7. Complete the Patient Check In/Out Integration - Schedule, Database Maintenance Menu, Patient Check In/Out Integration
   
   
8. Setup Resource Panel Scheduling (if applicable)
   • Create Group Codes - Schedule, Scheduling Table Maintenance, Maintain Group Codes
     
   • Create Doctor Group Codes - Schedule, Scheduling Table Maintenance, Maintain Doctor Group Codes
     
   • Create Resource Panel Codes - Schedule, Scheduling Table Maintenance, Maintain Resource Panel Codes
     
   • Apply Resource Assignment - Schedule, Resource Assignment
   
   
9. Setup Appointment Display Integrations - Appointment Display Integrations
   
   
10. Create Superbill Document(s) - Schedule, Form Wizards, Superbill Wizard
    
    
11. Determine Starting Superbill Number - Select the number you want your superbills to start with and then contact your trainer or customer service team to set it up.