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3.3 Managing Resources

Clinic resources include:

  • Chairs
  • X-ray machines
  • Attendants
  • Operator

3.3.1 Adding Resources

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Create Resource

 

1) Click Practice from the scheduling menu bar, then click Resources.

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2) In the first Resource Management dialog box, click Create New.

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3) Select the type of resource by clicking Resource Type. Ensure the Active checkbox is selected.

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Input Resource Details

 

1) Type the Resource Name and Short Name.

2) From the drop down menu choose the practice location.

If applicable , type Resource Details.

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3) Select the Text Color and Background Color for the resource. These colors will help you quickly differentiate between your resources within your Schedule Dashboard.

4) Click Save and repeat this procedure until you have created all of your clinic’s resources.