Use the General settings in your Scheduler user options to set up navigational and certain visual options for your schedule.
File, Home, or Scheduler Ribbon Bar - User Options > Scheduler > General.
Weeks to jump - The Weeks to Jump setting is your default number of weeks to jump ahead in your schedule, generally the average amount of time between adjustment visits. Jump Day /
Jump Weekis on e jump after today.
Number of calendars - You can use a calendar to go to a specific date or series of dates in your Grid Scheduler. You define the number of months shown on the calendar with the Number of Calendars (Width x Height) settings.
Display Kept appointments - Appointments that have been processed as Kept can appear dimmed on your schedule, or can be removed from your schedule entirely. If the appointments appear on the schedule, you can hover over them to view the details and open the patient folder, just as you can with currently scheduled appointments. In addition, the amount of doctor time assigned to that appointment remains visible on your Scheduler
Show thumbnail photo - Enable this option to include a thumbnail of your Defaut Image Type when you hover over a scheduled appointment cell or activate a patient in the Grid Scheduler.
Collapse grid notes - Enable the Collapse Grid Notes user option to collapse notes you have typed into your scheduler into a tooltip. If this option is disabled, the notes will always appear under the day of the week header.See "Scheduler Notes" for details.
Group needs appointment list by status - Enable the Group Needs Appointment by Status user option to group patients in the Patients Without Appointments list by status, or disable the option to display the list alphabetically by patient last name. Note that grouping by status may be disabled when the list includes more than 150 patients, to prevent undue system slow-downs.See "Needs Appointment List" for details.
Launch Smart Scheduler when clicking on a "Needs Appointment" link - Enable / disable the Launch Smart Scheduler user option to choose whether to open the Smart Scheduler for a patient when you click on a Needs Appointment link in the Patient Information Panel of a patient folder, or whether clicking the link opens the Scheduler date with the patient activated. Note that this feature works only for patients on the Pending section of the Needs Appointment list, and not the patients on the Patients Without Appointments section. See "Needs Appointment List" for detailsabout each section of the list.
Allow multiple Schedulers open at once - Enable this option if you want to be able to open multiple sessions of the Scheduler within a single instance of Edge. In other words, each time you click the Scheduler icon from your ribbon bar, a new Scheduler tab will be opened within your Edge system. Your front desk might use this option, for example, to keep today's schedule open on one Scheduler tab, while rescheduling patient appointments on another Scheduler tab.
Previous / Next date buttons skip - Enable this option if you want to skip dates that have no scheduling template assigned to them when you use the Previous / Next Date buttons in your Scheduler. Note that this option also takes the current filter values into account. For example, clicking the next button will advance the Scheduler to the next day that not only has a template applied but also a template that has chairs that meet the current filter values. Also note that you can always use the Scheduler calendar to access a specific date, whether or not that date has a template applied.
Hide Patients With Past Due Recall from the Patients w/o Appointments List - Enable / disable the Hide Patients with Past Due Recall user option to prevent / allow patients with overdue recall appointments on the Patients Without Appointments tab of your needs appointment list.
Save - Click Ok to save your changes and exit the setup options.
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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