Customize Scheduler

Select a radio button to indicate which scheduling mode this workstation will use.

Tip: The selected mode also influences which tab opens by default when the Scheduler module is opened:

• When set to Book, the Active tab displays by default.

• When set to Chair, the Chair tab displays by default.

• When set to Availability, the Availability tab displays by default.

Note: If a user configured to use a different mode logs in, the user setting overrides this setting.

Note: This field is not applicable to Book mode or Availability mode.

Select the checkbox to indicate that if a patient whose appointment is due but has not yet checked in, axiUm displays the provider's name in red on the reserved chair in the Scheduler > Chair tab.

Note: This field is not applicable to Book mode or Availability mode.

Enter a value to indicate how often the Scheduler > Chair tab view refreshes.

Note: This field is disabled when using Chair mode or Availability mode.

Select the checkbox to override the book’s default for fixed number of columns.

Notes: 

• This field is disabled when using Chair mode or Availability mode.

• If using Book mode, this field is only enabled if the Use Override checkbox is selected.

Enter a value to indicate the number of columns to use when overriding the book’s default for fixed number of columns.

Note: If there are more columns in the book than can fit on one page, a scroll bar displays in the Scheduler > Active tab.

Note: This field is not applicable to Book mode or Chair mode.

Select the checkbox to list chair details in the Availability tab > Chairs/instructors Available pane to allow the user to see the available chairs, coverage discipline, and covering instructor.

If deselected, only the total number of chairs available for each discipline or instructor is listed in the Availability tab > Chairs/instructors Available pane.

Note: This field is not applicable to Book mode or Chair mode.

Select the checkbox to indicate whether the Availability tab refreshes after a set number of seconds.

Tip: This should be enabled if multiple users are scheduling appointments.

Notes: 

• This field is not applicable to Book mode or Chair mode.

• If using Availability mode, this field is only enabled if the Refresh checkbox is selected.

Enter a value to indicate how often the Availability tab refreshes in seconds.

Note: This field is not applicable to Book mode or Chair mode.

Select an entry to indicate the time block length to use for the Scheduler > Active tab when a user is working in Availability mode.

Select an entry to indicate the default appointment code to be used for all appointments booked.

Note: The options in this drop-down field are defined in the Appointment Code window.

Enter a value to indicate the number of minutes ahead of appointment time that a patient can be checked in. This field also controls the following:

• It limits how far in advance axiUm looks for appointments when using the Patient Check In right-click option to check in a patient from the Patients module.

Example: If set to 60, all appointments for that patient within the next 60 minutes will be checked in. Any patient appointments after 60 minutes do not show as checked in.

• It limits how far in advance axiUm looks for appointments when using the Patient Sign In right-click option to sign in a patient from the Patients or Scheduler module and indicate they have arrived.

Example: If set to 60, axiUm finds the earliest patient appointment for the day that has not yet been checked in and signs in the patient on all appointments in that clinic within the time limit. Any patient appointments after 60 minutes do not show as signed in.

Note: Depending on your configuration, the patient sign in may also perform a check in for each appointment and print a Sign In slip for the appointment. This is managed from the Patients module > Patient Options window > Print Sign In slip on Patient Sign In field. Patient sign in also turns the username blue in the status bar to indicate the patient has arrived.

Tip: The Patient Sign In right-click option is only enabled if your clinic is set up to allow patients to sign in (indicating they have arrived) before they are checked in. This is managed from the Patients module > Patient Options window > Use Patient Sign In field.

Select an entry to indicate the behavior of patient check ins:

• Yes, Automatically: When users check in a patient, axiUm automatically checks in any additional appointments with start times that fall within the time range specified by the Check In Appts for __ (minutes ahead) field.

• Prompt: When users check in a patient, axiUm displays the Patient Check Ins window for any additional appointments with start times that fall within the time range specified by the Check In Appts for __ (minutes ahead) field.

Select an entry to indicate the appointment background colors to display in the Scheduler > Active tab:

• White: Indicates that no colors will display in appointment backgrounds.

• Status Colors: Indicates that the color is based on the Appt. Status field in the appointment, and the color associated with the appointment status will display as the background color. Status setup including appointment color is managed from Maintenance > Basic > Status Codes.

Tip: Appointment status colors can also display in the Scheduler > Chair tab as well, in a bar at the top of each chair. This is managed from the Scheduler Options > Show Appt Status Colors on Chair Tab field.



• Discipline Colors: Indicates that the color is based on the Tx Discipline field in the appointment, and the color associated with the treatment discipline will display as the background color. Treatment discipline setup including appointment color is managed from Maintenance > Clinical > Tx Disciplines.

• Ortho Stage Colors: Indicates that the color is based on the Stage field in the appointment, and the color associated with the stage code will display as the background color.

Note: Ortho specific information may only display on the appointment and ortho stage colors will only display in the Scheduler > Active tab if the Scheduler Options > Appt Entry Window section > Ortho radio button is selected. Ortho stage code setup including appointment color is managed from Maintenance > Ortho > Stage Codes.

Select an entry to indicate the rules for assigning providers:

• Always: axiUm always assigns providers based on the appointment code definition, regardless of whether the appointment provider is restricted.

• When Restricted to Assigned Pts: If the appointment provider is restricted in PowerAdmin, axiUm assigns the provider based on the appointment code. If the appointment provider is unrestricted, axiUm does not assign providers.

Select each checkbox to indicate whether weekend columns display in the Scheduler > Weekly tab:

• Saturday: If selected, the Saturday column displays in the Weekly tab.

• Sunday: If selected, the Sunday displays in the Weekly tab.

These fields also control the following:

• If deselected, when users browse the calendar in the Scheduler > Active tab, daily increments skip the corresponding weekend day.

• If deselected, the Appointment Expert window deselects the corresponding checkboxes by default so that they are excluded from the search process.

Select each checkbox to display failed and cancelled appointments in the Scheduler > Active and Weekly tabs:

• Cancelled: If selected, cancelled appointments display with a X.

• Failed: If selected, cancelled appointments with an X.

Note: These appointments also display smaller so that other appointments can be booked in the time slots.

Select the checkbox to indicate that when a recall or appointment request is processed, the date and clinic settings for the recall or request are used in the appointment booking.

If deselected, the current date and clinic are used when booking recalls or appointment requests.

Note: This field is not applicable to Availability mode.

Select the checkbox to generate a message if a user attempts to reserve a chair for a provider who does not belong to the provider group that the chair should be used for.

Select the checkbox to display an additional fixed time column in the Scheduler > Active tab for the selected provider.

Note: Selecting a different provider or a different date automatically refreshes the window to display the selected provider or date.

If selected, additional columns also display beside each weekday column in the Scheduler > Weekly tab to show multi-chair booking for the appropriate weekday.

Note: Even if a provider is an assistant for a portion of an appointment, their column shows them as booked.

Select a radio button to indicate how patient and appointment information displays in the New Appointment and Edit Appointment windows:

• Standard: If selected, general patient and appointment information displays in the New Appointment and Edit Appointment windows.

Tip: This mode is used for booking appointments that require a single provider.

• Advanced: If selected, general patient information and advanced appointment information (fields regarding the status, provider, estimated revenue, and allowing the adjustment of doctor time and assistant time) displays in the New Appointment and Edit Appointment windows.

Tip: This mode is used for booking appointments that require multiple providers.

• Ortho: If selected, general patient and appointment information displays in the New Appointment and Edit Appointment windows and some appointment information including the Ortho field displaying the ortho stage are defaulted.

Tip: This mode is only used for booking ortho appointments.

Select an entry from the drop-down list to indicate the mode you want to use for viewing the appointment window:

• Patient: If selected, the Patient Appointments window displays and users can view only appointments for the selected patient.

• Family: If selected, the Family Appointments window displays and users can view appointments for all family members of a patient.

Select the checkbox to indicate the default display option for the Patient Appointments or Family Appointments window:

• All: If selected, both scheduled and non-scheduled appointments display.

• Not Scheduled: If selected, only non-scheduled appointments (e.g., planned appointments) display.

• Scheduled: If selected, only scheduled appointments display.

Select the checkbox to indicate that when booking recall appointments, the Patient Appointments or Family Appointments window displays.

If deselected, the Patient Recalls window displays when users book recall appointments.

Select a radio button to indicate how chair cells are labeled:

• Student Names: Reserved chair cells display the student's name.

• Student Groups: Reserved chair cells display the group name of the student.

• Both: Reserved chair cells display both the group name and the student’s name.

Select an entry from the drop-down list to indicate the rules when placing patients on the wait list for sooner-if-possible appointment dates:

• No: The appointment is not placed on the wait list when users select the Sooner if possible checkbox in the Add Appointment or Edit Appointment window.

• Yes (Prompt): The Add to Wait List Question window displays when users select the Sooner if possible checkbox in the Add Appointment or Edit Appointment window.

• Yes (Automatic): The appointment is automatically added to the wait list when users select the Sooner if possible checkbox in the Add Appointment or Edit Appointment window.

Note: This field is only enabled if the ‘Sooner if Possible’ adds to Wait List field is set to Yes (Prompt) or Yes (Automatic).

Select an entry from the drop-down list to indicate the default wait reason to be used for the sooner-if-possible wait list.

Note: The options available in this drop-down field are defined in the Wait List Reasons window.

Select an entry from the drop-down list to indicate the rules when placing patients on the wait list for appointments moved to a pending status:

• No: The appointment is not placed on the wait list when users cancel an appointment and click the Move to Pending button on the Reschedule Now Question window.

• Yes (Prompt): The Add to Wait List Question window displays when users cancel an appointment and click the Move to Pending button on the Reschedule Now Question window.

• Yes (Automatic): The appointment is automatically added to the wait list when users cancel an appointment and click the Move to Pending button on the Reschedule Now Question window.

Note: This field is only enabled if the Move to Pending Add to Wait List field is set to Yes (Prompt) or Yes (Automatic).

Select an entry from the drop-down list to indicate the default pending wait reason to be used for the wait list.

Note: The options available in this drop-down field are defined in the Wait List Reasons window.

Select an entry from the drop-down list to indicate the default appointment form to display in the Print Appointment Options window:

• Clinical Form: If selected, the list of treatments for that day prints by default.

• Appointment Card: If selected, an appointment reminder card prints by default.

Select the checkbox to display an indicator on appointments if the patient has a patient or medical alert.

Select the checkbox to display an indicator symbol for each selected indicator on appointment blocks in the Scheduler.

1. Select one or multiple indicators in the Not Selected for Display list and click the > button to move to the Selected for Display list.

1. Select one or multiple indicators in the Selected for Display list and click the < button to move to the Not Selected for Display list.

1. Select a listed entry and click the Up / Down buttons to move the item within the list.

2. Repeat Step a as necessary.

1. Click Save as Station Default to save the items displayed in the Selected for Display list as the default appointment indicators for your workstation.