Program Setup
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      2. EZClaim Scheduling
      3. Program Setup

      Program Setup Menu

      After installing EZClaim Appointment Scheduler, go to Tools > Setup or click on the icon to open the ‘Program Setup’ dialog box. 

      Program Setup includes the following tabs.

      • General Tab – Company information and general options
      • Resources Tab – Doctors, rooms, and/or equipment that can be scheduled
      • Backgrounds and Borders Tab – Appointment colors
      • Statuses – Assigning attendance status such as ‘Confirmed’, ‘Attended’, and ‘Cancelled’.
      • Templates Tab – Used to quickly set different types of Appointments
      • Profiles Tab – Stores program settings such as screen color, resource, and calendar views.
      • Custom Data – Customize Appointment and Patient Data fields.
      • Resource Attributes – Set attributes such as ‘Language’, ‘Gender’, and ‘Credentials’.