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Setting Up Scheduler

Overview​

The OmegaAI Scheduler allows you to manage patient appointments directly within your workflow. Before your team can begin scheduling, a few configuration steps are required to ensure the Scheduler is set up correctly for your organization.

This article provides a quick-start guide. Each step links to the detailed article for full instructions.

Step 1: Navigate to the Scheduler​

Click the Calendar icon on the right-side navigation bar to open the Scheduler.

Calendar icon on the right-side navigation bar

Step 2: Create Your Healthcare Services​

Healthcare Services are the bookable resources that appear as columns in the Scheduler calendar. You must set up at least one Healthcare Service before appointments can be scheduled.

For each service, you will configure:

  • Resource name and display color
  • Modality (e.g. CT, MRI, US)
  • Default appointment duration
  • Working hours and days of operation
  • Overbooking settings

Healthcare Services list showing Active status, Name, Modality, and Organization columns

→ See Setting Up Healthcare Services for full instructions.

Step 3: Add Resources to Your Scheduler View​

Once Healthcare Services are created, each user can choose which resources to display as columns in their Scheduler calendar. Resources can be shown or hidden at any time, and their order can be rearranged to suit your workflow.

If no resources are selected, the calendar displays a "No resources selected" message — select at least one resource to view the scheduling timeline.

Resource panel showing Healthcare Services with checkboxes for selecting services to display

→ See Adding a Service to Your Scheduler View for full instructions.

Step 4: Familiarize Yourself with the Scheduler​

Before scheduling appointments, it is helpful to understand how to navigate the calendar — including switching between Day, Week, and Month views, adjusting time intervals, and filtering by appointment status.

Scheduler calendar overview showing Day view, resource columns, and toolbar controls

→ See Scheduler Overview & Navigation for full instructions.

Step 5: Start Scheduling​

Once your Healthcare Services are configured, you are ready to begin scheduling appointments. Appointments can be created by dragging studies from the Worklist or directly from the calendar.

Study being dragged from the Worklist into the Scheduler calendar

→ See Requesting and Managing Appointments for full instructions.

Step 6: Set Up Block Time​

If your organization needs to reserve time slots for non-appointment activities such as meetings, maintenance, or administrative tasks, block time can be configured directly from the Scheduler calendar.

Block time entry in the calendar timeline

→ See Setting New Block Time from Calendar for full instructions.

Step 7: Use the Parking Bay​

The Parking Bay allows users to temporarily hold studies that are not yet ready to be scheduled and place them into the right time slot when ready.

Parking Bay panel showing parked study cards in the bottom-right corner of the Scheduler

→ See Using the Parking Bay for full instructions.