• Diary Schedules

    Short training videos for the Diary Schedules page: working patterns, time off and booking zones.
  • Diary Schedules

    Diary Schedules, under Utilities → Housekeeping, is where you set when each clinician works: their working patterns, time off and booking zones. The page was redesigned in Release 2.0.65. These…

  • Finding your way around Diary Schedules

    Where Diary Schedules lives and how the page is laid out: choosing a clinician from the list, the labels that flag what needs attention, the filters, and the four tabs.

  • Working patterns

    Adding, changing and deleting the hours a clinician works: dates, day-by-day hours and lunch, copying Monday to the other weekdays, setting up a 4-week rotating pattern, and how the page…

  • Time off

    Booking holidays and other time away: picking a range of days, part-day time off with times, how the page catches a mistake, and changing or removing an entry.

  • Booking zones

    Colouring the diary to show which appointment types a clinician prefers at each time: painting zones, changing and deleting them, copying and clearing a week, and saving.

  • Copying from another clinician

    Setting up a clinician quickly by copying another clinician’s working pattern and booking zones, and how existing zones are protected from being replaced by accident.

  • Checking the week

    The Week overview shows a clinician’s hours, lunch, time off and booking zones together, just as the diary will: moving between weeks, and right-clicking a day to jump straight into…