1. Scheduling System

2. 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

3. Provider Schedule

4. 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

5. 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

6. 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

7. 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

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

9. 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

10. Schedule Status
Schedule View of Color Coded Status
Missed Appointment

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

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

13. Schedule Template
Continue customizing schedule blocks

14. Provider Demographics
Complete Demographic information
Setup Provider Provider

15. 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

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

17. Provider Schedule View

18. 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.

19. Resource Schedule

20. 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

21. 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

22. 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

23. 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

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

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

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

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

28. 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

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

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

31. 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)

32. Lab (Testing Facility) Schedule

33. 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

34. 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

35. 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

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

37. 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

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