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3.10.2 Creating your Dashboard View

Your Dashboard view shows the appointment schedule for each resource/provider that you would like to see. The view is based on your practice’s default schedule template (see 3.10 Creating your Schedule Template).

1. Click Schedule in the scheduling menu bar, point to Dashboard View Setup, and then click Create.

Dashboard View Screenshot

  1. In the Create Dashboard View Setup dialog box, type a Name, and click on a time increment from the Units/Row list, fields marked with a red asterisk are mandatory.
  2.                              1 Unit is equal to a five minute time-block
  3. Either click Mapped Providers and select individual providers, or else click the checkbox for All Providers of All Types.
  4. If appropriate, click the Set User Default checkbox to have that schedule be the default schedule for the user who is currently signed in.
  5. Click Save.
  • In the Schedule Bar (to the right of the schedule dashboard), click the View Schedules tab and click the schedule from the list. You will now see your schedule in your Schedule Dashboard.

Schedule Bar Screenshot