Main Screen

EZClaim Scheduling Main Screen

 

To easily navigate this article, use the links provided below. At the end of each section, click "Back to Top" to return to this menu.

Main Screen

Appointment Items

Navigation Tools

Side Tool Bar

Patient Information Section

Main Screen

The main screen of the EZClaim Scheduler features a user-friendly interface that is easy to learn and use. After setting up the basic Resources (Persons, Places, or Things), users can effortlessly drag and drop appointments to any desired date and time.

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Appointment Items

Each appointment is made up of the following items:

  • Heading – Patient Name
  • Subheading
  • Notes
  • Background color
  • Border color

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Navigation Tools

  • Title Bar
  • Menu Bar
  • Ribbon Bar
  • Side Bar
  • Current Time Indicator

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Side Tool Bar

The Side Bar, located below the Menu System, is a convenient toolbar that enables you to efficiently configure your scheduling options. With the side tool bar, you have the ability to manage Profiles, Calendar View, Dates, Resources, Templates, and Patients.

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Patient Information Section

In the Patient Information section, you will find three tabs that offer easy access to Patient, Insurance, and Appointment information for the selected patient. Simply click on the tabs to display the desired information. To open the full patient information screen, double-click on the patient icon.

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