OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Opening & Viewing the Appointment Scheduler
Chapter 6 Scheduling, Moving, & Canceling Appointments
To open the Appointment Scheduler
Use one of the following methods to open the Appointment Scheduler:
• Click the Scheduler icon.
• Click Tasks on the main window toolbar and select Schedule.
• Right-click on a patient in the Quick List window and select Schedule.
• Right-click on the Patient Demographic, Hard Lens Order, Soft Lens Order,
Eyewear Order, Fee Slip, Receipts & Adjustments, or Patient Ledger window
title bar and select Schedule.
• Click on a patient’s name in the Quick List window and drag and drop the patient
on the Schedule icon.
To view resources in the Appointment Scheduler
Open the Appointment Scheduler. For more information on opening the
Appointment Scheduler, go to Opening & Viewing the Appointment Scheduler
on page 275.
Click View and select Resources.
OR
Click the Resources button on the Appointment Scheduler toolbar.
The Resources window opens.
Select the resources that you want to view on the daily and work week views.
Select the Fit Resources on display check box if you want the resources that
you selected to all be visible in the daily and work week views without scrolling.
Select the Custom Order (drag resources in the list) check box to select the
order in which the providers are displayed in the daily and work week views and
then drag and drop the resources listed in the order that you want them to
appear in the Appointment Scheduler. The resource at the top of the list will
appear on the left side of the Appointment Scheduler and the resource at the
bottom of the list will appear on the right side of the Appointment Scheduler.
276 OfficeMate Home Office User’s Guide