Overview of the Program Setup Resources Tab
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.
Resources are the individuals, items, or locations that can be linked to patient appointments. These can include doctors, exam rooms, or medical equipment.
The name of the Resource will be shown at the top of the calendar when viewing the program.
To create a new resource, please follow the steps provided below.
Column Headings
The grid allows you to enter new resources or edit the existing resources.
- Sort - Changes the ‘sort’ order of the resources shown on the schedule. Applies only to the currently selected profile.
- Name - Name of the resource shown on the schedule and reports.
- Color - Assign a color or let the program choose one for you by clicking the Auto button.
- Active - Appears in drop-down lists. Instead of deleting resources, you can uncheck the Active box.
- User - If unchecked, the currently logged-in user will not see the resource in the drop-down boxes.
- Profile - If unchecked, the current profile will not include the resource.
- Note: Any changes made will take effect once the Resources window is closed.
Deleting Resources
Resources can be deleted by selecting the resource and clicking the ‘Delete’ button.
Displaying Resources
Use the resource drop-down arrow on the sidebar to change the active resources.
