You are here: Edge Help > Scheduling > Set Up Scheduling > Appointment Display User Options

Set Up Appointment Display Options

Use the Appointment options to set up notification details, and how appointments will look after they have been scheduled.

How to Get Here

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

Select User Options from a ribbon bar.

Choose the Scheduler options.

Select the Appointment tab.

Setup

Hide next appointment in hover - Enable this option to omit the next appointment details from the tool tip that appears when you hover over the patient's appointment in your Scheduler. Note that this also omits the Needs Appointment tool tip alert for patients assigned to a status that requires an appointment scheduled in the future.
Consolidate notification icons - Special icons appear on your patients' appointments to notify you of certain situations and events. Disable the consolidate notification icons option to include all icons on the patient's appointment, or enable option to display a single red box, indicating notifications are available, and displaying individual icons only on the appointment hover window. See "View & Navigate Your Schedule" for details about what each icon represents.

This example shows the option disabled: All notification icons are displayed on the appointment.

This example shows the option enabled: The red box indicates notifications exist; individual notifications appear in the appointment tooltip window.
Show notification icon if patient is past due - You can optionally include a past-due notification icon on your scheduler. When this feature is enabled, you can hover over the icon to see a tool tip that includes the number of days past due, and the amount past due for the most delinquent, non-insurance contract assigned to the patient. (Note that the amount is NOT a sum of the amount due on all patient contracts, and it cannot be an insurance contract.) Hovering over the icon will turn the mouse cursor into a hand icon and clicking will open the Financial page of the patient folder. Use your Scheduler User Options to enable/disable this feature, and to set up the threshold for the number of days to be considered past due. The icon will only display on an appointment if the patient has a non-insurance contract that is more delinquent than your days past due threshold, AND you have enabled this feature, AND you have rights to view a patient ledger.

Set up your past due notification options.

See the results in your scheduler tool tip.
Appointment font size - Use the slider bar to set the size of text to use in your Scheduler.
Appointment content - Use the left / right arrows to add and remove the information you want to display in your scheduled appointment cells. You can use the up / down arrows to re-order the items. Also, select a content delimiter, such as a hyphen, to separate each type of information.

Set up your appointment content options.

See the results in your scheduled appointments.

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.)

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