Scheduler Configuration: Adding a New EMR Location

When adding a new EMR location, there are a few steps that you need to take to ensure the Scheduler is configured correctly. Let's review:

Appointment Types	Any Appointment Types set as All Locations will not automatically include the new location. A Super Admin or a user with Manage Scheduler Settings will need to manually add this new location to the different Appointment Types. Note: Please ensure that any Consent and Evaluation Templates linked to the appointment type are also made available in this new location. The reason for this is if the linked forms are not associated with this new location they will not appear on the Edit Appointment Types screen.
Schedule Templates	Any Schedule Templates set as All Locations will not automatically populate the new location. A Super Admin or a user with Manage Scheduler Settings will need to manually add this new location to the different Schedule Templates.
Appointment Communications	Any Appointment Communications set as All Locations will not automatically populate the new location. A Super Admin or a user with Manage Scheduler Settings will need to manually add this new location to the different Appointment Communications.
Scheduler Preferences – Overbooking of Patients	Scheduler Preferences are global settings and will automatically apply to any newly added locations with the exception of the Overbooking of Patients. This is the only setting where a location has to be added manually to turn on this feature.