Scheduling System

Scheduling System Overview Scheduling system is the primary tool for making and tracking appointments for: Providers Doctors, NPs Staff Members Labs (Testing Facilities) Internal and External Blood, US, Semen Analysis, IUI Resources Internal and External OR, Performing Hospitals and other facilities From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Provider Schedule

Provider Schedule Components Facilities Visit Types Schedule Status Schedule Templates (Optional) Provider Demographics Linking Facilities and Visits to Provider Linking Templates to Provider From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Facilities Define Monitoring Facilities― where patients are seen or monitored (Setup Facility Monitoring) From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Visit Types Define appropriate Visit Types Setup  Data Listing  Visit Type From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Visit Types Define Visit Type Type Description, Short Name (to appear on schedule), and Time Duration Select Monitoring Site category from Category dropdown From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Schedule Status Define appropriate Schedule Status Setup Data Listing Schedule Status. Only select Monitoring Site category from Category drop down

Schedule Status Define Color you’d like the Schedule Status This color codes the appointment when status is changed to the respective status. Please do not change the colors for: Booked Check In Check Out Confirmed Cancelled

Schedule Status Schedule View of Color Coded Status Missed Appointment

Schedule Template Define Schedule Template Define Start Time, End Time and Interval

Schedule Template Customize Schedule Template Click on Add button Enter From Time, To Time, Facility, Visit Type, and Background Color

Schedule Template Continue customizing schedule blocks

Provider Demographics Complete Demographic information Setup Provider Provider

Facilities and Visits to Provider Linking Facilities and Visit Types to Provider Check appropriate Monitoring Facilities (where provider see patients), Visit Types and Holidays Click to Add or Remove selected Visit Type for provider

Schedule Templates to Provider Linking Schedule Templates to Provider Select Month and assign template to each day

Provider Schedule View

Additional Comments If you are not using Schedule Templates Click on Schedule Tab in Provider screen and begin entering schedule information for each day of the week.

Resource Schedule

Resource Schedule Components Facilities Visit Types Schedule Status Schedule Setup Linking Providers and Visit Types to Facility From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Facilities Define Resource Facilities― where procedures are performed. (Setup Facility Resource) From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Visit Types Define appropriate Visit Types Setup  Data Listing  Visit Type From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Visit Types Define Visit Type Enter Description, Short Name (to appear on Schedule), and Time Duration Select Resource Site category from Category drop down Visit Type Description must be prefixed by: “OR-” for Retrievals “ET-” for Transfers “SR-” Other Surgeries/Procedures From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Visit Types “OR-” Visit Types are valid for appointments made through Retrieval List

Visit Type “ET-” Visit Types are valid for appointments made through Transfer List

Visit Types “SR-” Visit Types are valid for appointments made directly on the Resource Schedule

Schedule Status Define appropriate Schedule Status Setup Data Listing Schedule Status Only select Resource Site category from Category dropdown

Schedule Status Define Color you’d like the Schedule Status This color codes the appointment when status is changed to the respective status. Please do not change the colors for: Booked Check In Check Out Confirmed Cancelled

Schedule Setup Define Resource Schedule Setup Facility Resource Schedule Double Click to open

Schedule Setup Define Resource Schedule Define Start Time, End Time, and Intervals Click on Add button and enter From Time and To Time

Providers & Visit Types to Facility Linking Providers and Visit Types to Facility Check appropriate Providers (those who perform procedure at this facility) and Visit Types (procedure performed at this facility)

Lab (Testing Facility) Schedule

Resource Schedule Components Facilities Schedule Status Schedule Setup From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Facilities Define Testing Facilities― where tests are performed (Setup Facility Testing) From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Facilities Define Type of Testing done at Facility Define Monitoring site for testing From the onset, our vision has been We have always envisioned to build a “community,” a “network” or a consortium of completely independent fertility practices. Those that have a common goal and a common vision To

Schedule Status Define appropriate Schedule Status Setup Data Listing Schedule Status Only select Testing Site category from Category dropdown

Schedule Status Define Color you’d like the Schedule Status This color codes the appointment when status is changed to the respective status. Please do not change the colors for: Booked Check In Check Out Confirmed Cancelled

Schedule Setup Define Start Time, End Time, and Intervals Add Default Time Blocks accordingly for each day of the week