Add Resource Name to Upcoming Appointments

Publish Date: 6/26/2024

Description

Overview

When managing appointments, it's essential to accurately assign resources or providers, especially when they may be in different locations (e.g., upstairs vs. downstairs). Using specific codes helps distinguish between these locations. This guide outlines the steps to add and differentiate these resources for each day, ensuring clarity and efficiency in your scheduling process.

Steps to Add Rendering Providers to Appointments

1. Navigate to the Customization Settings:

   • Access the system's administration settings by going to Admin > Practice > EMR > Customize > Schedule.

2. Enable the Print Resource Option:

   • In the customization settings, locate and enable the option "Print Resource ON." This allows the provider's name to be printed on the schedule, ensuring clear identification of the assigned resources.

3. Assign Providers to Appointments:

   • When creating or updating appointments, assign the appropriate provider or resource code based on their location (e.g., upstairs or downstairs). Use the designated codes to differentiate between the locations.

4. Review and Confirm:

   • After assigning the providers, review the schedule to ensure that the correct providers are assigned to the right appointments and locations. Confirm that the print settings reflect these assignments accurately.

Benefits

• Clarity in Scheduling: Easily distinguish between different provider locations.
• Efficient Resource Management: Ensure that the right resources are assigned to the correct locations.
• Improved Communication: Enhance communication among staff by providing clear and accurate scheduling information.

By following these steps, you can streamline the process of adding resource names to upcoming appointments, ensuring that your practice operates smoothly and efficiently.