View Monthly Schedule

Use Month View mode to see a monthly calendar that includes template assignments and scheduling statistics.

How to Get Here

1. Open Your Scheduler - You can open this feature in multiple ways: Use the method that's most convenient for you.

   You can open your Scheduler from the Home ribbon bar or Quick Access toolbar, or from several locations in the patient folder.

   Clicking the Scheduler icon from either the Home ribbon bar or your Quick Access toolbar while a Scheduler session is already active can either bring the open Scheduler tab to the front of your Edge Cloud window, or open another Scheduler tab. See "Scheduler User Options" for detailsabout setting up this option.

   

   You can open your Scheduler to a specific appointment by clicking the appointment link wherever it appears in the patient folder, such as on the Patient Information Panel, the Family panel, or the Appointments panel of the patient folder Home page, on the Treatment Hub page, or by hovering over the patient name in your Stacks widget.

   If you have multiple Scheduler tabs open, clicking a patient appointment link will bring the left-most tab to the front of your Edge Cloud window. Note that before you click the link, you can reorder your tabs by simply dragging them into place, thus selecting which Scheduler tab you want to work with. See "Scheduler User Options" for details about enabling/disabling the multiple Scheduler option.

   

2. Choose the Viewing Mode - Scheduler ribbon bar > Month View.

   

Use This Feature

Review Assigned Template - The name and color of the template assigned to the date is included for each date.

Review Daily Statistics- Each date includes the scheduling statistics for that day.

View Notes - Click the Notes icon on your monthly schedule to see any notes that have been created for that day. You cannot add or edit notes from month-view mode. (If you don't see a Notes icon, there are no notes available for that date.) See "Scheduler Notes" for details.

 

Go To a Date - Click in a date square, then click Day View from the Scheduler ribbon bar, or simply double-click on the date to go to the scheduling grid for that day.

Add, Remove, or Replace Templates

Print Monthly Calendar - Click Print from your File ribbon bar or Quick Access toolbar (or press Ctrl+P on your keyboard) to print a copy of the current screen contents. (See "Printing from Edge Cloud" for details.)