Scheduler Upgrade: Key Workflow Changes

When adopting the new Scheduler, certain changes to your workflow will need to be adopted. These system changes go into effect on the day that the Scheduler is enabled for your organization. 

Group Schedule Assignments

Previously, Group Schedules were assigned to the patient from a tab in the patient chart. Now all Group Schedule (or individual session) assignments are handled through Scheduler. This can be done from the Scheduler screen (Schedules > Scheduler) or can be handled by opening Scheduler on the patient chart (by clicking on the Calendar icon). 

Key Improvements:

• Individual Group Sessions can now be assigned to patients outside the standard group schedules. This allows you to provide more flexibility in sessions available for patients and provide more tailored care. 
• Schedules can be assigned from the Scheduler or the patient file, depending on where you are already working!
• You can now view the Group Session roster for upcoming sessions without needing to start the session. 

Group Session Tiles

The following changes have been made to how Group Sessions display on the Scheduler:

• Group Sessions without a specified leader in the Group Session Template will appear on every user's Scheduler view as a block. 
  • Groups with an assigned leader will only display on that leader's Scheduler view.
• Group Sessions without patients won't appear on the Scheduler. 
• You can start Group Session from the Scheduler using the Start Session button. 
• The Edit icon on the Group Session tile can only be used to manage the patient roster, but cannot be used to change the Group Session template information like Topics (this must be done under Templates > Group Sessions). 

Resources

Previously only users with the Provider role could appear as Providers in the Calendar. This has been updated in the Scheduler.

• Any time a new user is added who should appear as a Resource on the Scheduler, you must assign them a Resource Schedule in the Scheduler Settings, or they will not be available in the Resources drop-down when scheduling an appointment. 
• If you want people who are not resources to be able to see the Scheduler, you will need to provide them with additional permissions. Click here for instructions. 
• If you want to schedule appointments with specific Rooms, those rooms cannot be set up as a Bedroom and must have a Resource Schedule created. Click here for instructions. 

Past Appointments Tab

The Past Appointments tab on the patient chart will no longer be available on the patient chart. You can now view all past and future appointments by opening the Calendar icon. 

You can use the controls to view previous months. Make sure you have the desired appointment types selected in the filters to see all the patient's upcoming and past appointments.