Viewing, filtering, and navigating the schedule

Created by Lauren I., Modified on Wed, 5 Apr, 2023 at 1:22 PM by Jessica C.

Key features of the Blueprint OMS integrated scheduler

The main Scheduling screen provides:

Appointment scheduling for multiple locations
Scheduling for multiple providers and resources at each location
Support for an arbitrary number of different event types, each having its own default duration
Filtering by appointment status, provider, or resource
1-day, 5-day, 7-day, and 31-day views
Tracking of patients in-clinic
Mobile integration with iPhone/iPad and Android devices
Sales opportunity tracking with closing rate statistics
Appointment analysis reporting
Tools for handling incoming online appointment bookings
Tools for initiating telehealth videoconferences

Selecting a location view

In the top, right-hand corner of the Scheduling screen, click the drop-down menu to select the desired location, if operating in multiple clinic locations. Selecting <All> displays appointments for all clinics.

< All> can be set as the default location. See: Setting up roles and users for more information.

Switching between day/week/month views

On the toolbar, click the 1-day, 5-day, 7-day, or 31-day button to switch between views.

When in the 31-day view, click on the desired day to open to the selected date and switch to the 1-day view. When in the 5-day or 7-day view, click on a desired day in the header to open the selected date and switch to the 1-day view.

Appointment Status Icon

On the toolbar, you have the ability to show or hide the status icons. Select to hide the appointment status icons. You can view the icon key here.

Moving forward and backward on the schedule

On the toolbar, click the Forward and Back buttons to navigate forward or backward in time.

In the 1-day view, the Forward button moves to the next day, in the 5-day view it moves to the next week, and in the 31-day view it moves to the next month.

Viewing today's appointments

On the toolbar, click the icon to open to the current date and switch to the 1-day view.

Viewing patients in the clinic

The Patients in clinic monitor displays on the left side of the Scheduling screen when a location is selected. The patient's name is preceded by the provider's initials.

For more information, see In clinic monitoring.

Selecting a date using the annual calendar

On the annual calendar in the lower, left-hand corner of the Scheduling screen, click on the desired date.

Click the < and > buttons to move to previous or future years.

Viewing the preview panel

The preview panel is located at the bottom of the schedule. When using the mouse to hover over the desired appointment, the preview panel will show appointment details. The appointment status icon, whether there is a linked journal entry, the time of the appointment, and the type of appointment is displayed. If viewing <All> locations, the appointment location will display to the right of the appointment type.

The preview panel also displays:

Patient name, phone number, and appointment notes in the first column
Provider and resources in the second column
Any online forms sent with the appointment in the third column
The patient's photo in the fourth column

See: Entering appointment details for more information.

Overview of filtering appointments

Appointments can be filtered to display a subset of appointments. Use the Filter by drop-down menu in the upper, left-hand area of the Scheduling screen to filter appointments by:

People
Resources
Event type

Filtering by people

On the Scheduling screen, click the Filter by drop-down menu, and select People.
Select the check box next to the desired provider(s) to see appointments assigned to the provider(s).
Colors for providers can be adjusted within the Setup menu. See: Creating new users for more information.

Filtering by resource

On the Scheduling screen, click the Filter by drop-down menu, and select Resources.
Select the check box next to the desired resource(s) to see appointments assigned to the resource(s).
To color code the appointments by appointment type, but keep the filtering by provider or resource, click the Color by appointment type check box.

Filtering by event type

On the Scheduling screen, click the Filter by drop-down menu, and select Event type.
Select the check box next to the desired event type(s) to see appointments assigned to the event type(s).
Event type colors can be adjusted within the Setup menu. See: Setting up event types for more information.

Filtering by appointment status

On the Scheduling screen, click the Status drop-down menu.
Select a status option to see only events with the designated status. Status descriptions include:

Status	Description	Additional Information
<Active>	Displays all appointments which are not Cancelled or No show, as well as Cancelled/No Show appointments which still require rescheduling.	See: Changing appointment status.
<Inactive>	Displays Cancelled or No show appointments (which have already been rescheduled or do not require rescheduling), as well as Deleted appointments.
Confirmed	Displays firmly established appointments.
Tentative	Displays unconfirmed appointments.
No Show	Displays appointments for patients who neither kept nor cancelled their appointment.	See: The Needs action panel.
Cancelled	Displays appointments that will not take place.	See: The Needs action panel.
Left Message	Displays appointments in which a communication was left for a patient who could not be contacted directly.
Arrived	Displays appointments in which a patient is in the waiting room.	See: In-clinic monitoring.
In progress	Displays appointments which are currently taking place.
Completed	Displays appointments which are finished.

The appointment status filter can be applied on top of other filters (e.g. people, resource, event type). See: Editing existing appointments for more information.