Set Up Smart Scheduler Options

Use the Smart Scheduler options to set up many choices that define how your Smart Scheduler works for you.

How to Get Here

File, Home, or Scheduler Ribbon Bar - User Options > Scheduler > Smart Scheduler.

 

Select User Options from a ribbon bar.

Choose the Scheduler options.

Select the Smart Scheduler tab.

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Setup

These settings are defaults only: You can enable / disable these features while using the Smart Scheduler. See "Use the Smart Scheduler" for details.

• Maximum number of search results - Select the number of available appointment openings to include in your search list. If you cannot find an appropriate appointment time from that list, you can make this number larger, or change your Search Details to expand your search results.

• Ignore duplicate times when searching - Enable the Ignore Duplicate Times option to list an available appointment time only once, regardless of the number of chairs you have open at that time. If this feature is disabled, the Smart Scheduler will list each chair that is available as a separate appointment.

• Use doctor time in searches - Choose whether you want the Smart Scheduler to calculate doctor time already scheduled for other chairs when selecting available appointment openings. If this feature is enabled, the Smart Scheduler will ignore chairs that look available, but would cause doctor time to be overbooked for that time interval. If this feature is disabled, doctor time is ignored as the Smart Scheduler searches for open appointment times.

• Search blocks of time equal to appointment length - When this option is enabled, your Smart Scheduler search results will be set apart at least by the length of the appointment being searched for. For example, if you have a block of appointment slots free from 9am - 11am, and you are searching for a half-hour appointment, enabling this option will produce search results for 9am, 9:30am, 10:00am, 10:30am, and 11:00am. However, if this option is disabled, your search will include results for each available time slot (i.e. for a scheduling template with a 10-minute increment, you would get results for 9:00am, 9:10am, 9:20am, 9:30am, etc.)

• Navigate to appointment date after scheduling - Enable this option to open the Scheduler to the appointment date after you appoint a patient with the Smart Scheduler.

• Save - Click Ok to save your changes and exit the setup options.

Notice!

• User Settings / Assign Options Tool - The settings you choose here are specific to you; Other operators that log into Edge with a different username and password may have different settings. However, you can use the Assign Options tool to copy your settings to other operators (and vice-versa) if needed. (See "Assign Your Settings to Other Users" for details.)

• Set Up Scheduling
  • Appointment Display User Options
  • Cell Size User Options
  • Classes Editor
  • General Scheduler User Options
  • Procedures Editor
  • Procedure Groups & Chains Editor
  • Reclassify Grid Chairs
  • Reminders Editor
  • Replace Scheduling Templates
  • Scheduler Printing User Options
  • Scheduler Templates Editor
  • Scheduler Visual User Options
  • Smart Scheduler Options
  • Template Rotation Schedules
  • Time Progress Bar User Options
  • Template Editing Tools

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