General Information: Schedule – A2C

Permissions! Clinic Staff must have Administrator Permissions assigned in order to manage the General Information Module.

In this article, we will break down the Schedule section found within the General Information tab. You can follow the article or jump to the section needed below.

For information on other sections within the General Information Module, you can simply click on the section you wish to explore: [General Information: Billing] [General Information: Case] [General Information: General] [General Information: Users/Therapists] [General Information: Validations]

Jump to Section [Annotation Types] [Appointment Types] [Cancellation Reasons] [Clinic Resources by Clinic] [Clinic Resources by Resource] [Resources] [Symbols] [Waiting List Reasons] [Working Hour Types]

Annotation Types

This is a list of annotation types that can be used on the schedule. Here you specify the name and color.

A right-click opens the menu shown below.

Annotation Type Menu

Add	Allows you to create a new annotation type and enter a name.
Edit	Allows you to Edit the Name of an annotation type.
Delete	Prevents the annotation type from being used in the future.
Set Color	Displays the color picker dialog, as shown below. Used to set the background color of the annotation type.

To choose a color, click on one of the choices at the top and click Ok. However, if you want a color that is not shown, then you may use the Set Color 1, Set Color2, and Set Text Color buttons to pick custom colors from the standard Windows Color picker, as shown below. If Color 1 is different than Color 2, then Fusion Enterprise will display a background gradient that fades from Color 1 to Color 2.

If both colors are the same, then there will be no gradient effect. Right-clicking in the Custom area will display a menu allowing you to Set Color2 to Color 1.

We suggest using light pastel colors for annotations.

Appointment Types

This is a list of appointment types that can be used on the schedule. Here you specify the name, color and default duration in minutes.

A right-click opens the menu shown below.

Appointment Type Menu

Add	Allows you to enter a name for the new appointment type and set the duration. Duration is used to set the appointment duration when adding an appointment
Edit	Allows you to Edit the Name and/or Duration for an appointment type.
Delete	Prevents the appointment type from being used in future appointments.
Set Color	Displays the color picker dialog, as shown below. Used to set the background color of the appointment type.

If both colors are the same, then there will be no gradient effect. Right-clicking in the Custom area will display a menu allowing you to Set Color2 to Color 1.

We suggest bright colors with contrasting text for Appointment Types.

Cancellation Reasons

This is a list of different cancellation reasons that can be assigned to a canceled visit.

Right-clicking the list provides you with the following menu:

Cancellation Reasons Menu

Add	Allows you to add a new cancellation reason.
Edit	Allows you to edit an existing cancellation reason.
Delete	Prevents a cancellation reason from being used in future cancellations.

Clinic Resources by Clinic

Once you have created a resource you can assign them to a clinic or clinics. Typically a resource will belong to a single clinic. Depending on how you use them you may find you have resources that are shared between clinics.

This section allows you to select a clinic and then check off all the resources that belong to that clinic.

Clinic Resources by Resource

This section allows you to select a resource and check off all the clinics that belong to that resource. While this seems redundant with the section before this one, sometimes it is easier to look at a resource rather than a clinic.

Resources

Resources show on the schedule like a therapist. Typically these are things like private treatment rooms, exclusive equipment or possibly technicians or aides.

Once a patient is scheduled with a therapist they may also be scheduled with a resource. Resources have working hours just like therapists and can be reported on in the same ways.

To add or delete a resource use the right-click menu and select Add, Edit or Delete. Deleting a resource will remove them from the list and keep them from being used in the future but it will not destory past visits and data.

Symbols

Symbols are used on the schedule on the patient appointments. There are two different symbols that can appear on an appointment, the Case Symbol and the Visit Symbol. Each case can have 1 symbol that will appear on every visit, while each visit can have its own unique symbol.

The symbols are WingDing fonts and afford a wide range of symbols, numbers, and letters. How you use these is entirely up to you. They are not reported on, nor are they tracked. They are provided to allow the user to flag a visit or case and have it appear on the schedule.

To add or edit a Symbol right-click and select Add or Edit from the menu.

You can then select whether the symbol is a Case Symbol or Visit Symbol, select the symbol from the drop-down list, and then give it a short description. This description will show in the schedule key and on the patient case.

Waiting List Reasons

When a patient drops off the Waiting List, either by being scheduled, expiring or being manually deleted a record will be created and given a Waiting List Reason. If you manually delete a patient off the waiting list you will be prompted for a reason. This is where you create those reasons.

To add or edit a reason, right-click and select Add or Edit from the menu. You may also delete reasons you no longer wish people to use.

Working Hour Types

This is a list of work hour types that can be used on the schedule. Here you specify the name, class, and color.

A right-click opens the menu shown below.

Annotation Type Menu

Add	Allows you to create a new annotation type and enter a name.
Edit	Allows you to Edit the Name of an annotation type.
Delete	Prevents the annotation type from being used in the future.
Set Color	Displays the color picker dialog, as shown below. Used to set the background color of the annotation type.

If both colors are the same, then there will be no gradient effect. Right-clicking in the Custom area will display a menu allowing you to Set Color2 to Color 1.