Assigning or Unassigning a Schedule

Assigning or Unassigning a Schedule

When a custom schedule has been created, it is still not able to be used by providers during billing. For a schedule to be used, it needs to be assigned to the providers that should be using it.

From the Schedules window (More > Settings > Accounts 

Click Schedules

Select the schedule you wish to assign, then click More and Assign Schedule.

A list of all users grouped into practice are listed.

1. Click the Tick-Box next to an Individual User to assign the schedule to that user only.

2. Click the Tick-Box next to a Practice to assign the schedule to each user in that practice.

3. Click the Tick-Box next to All to assign the schedule to every user across each practice.

Once completed, click Assign.

To unassign a user from a schedule, Un-Tick-Box next to the schedule you wish to assign, then click More and Assign Schedule.

1. Click the Tick-Box next to an Individual User to unassign the schedule to that user only.

2. Click the Tick-Box next to a Practice to unassign the schedule to each user in that practice.

3. Click the UnTick-Box next to All to unassign the schedule to every user across each practice.

Once completed, click Assign.

             You may also Learn How to Edit / Update Existing Schedules