Using Scheduler

Accessing and Navigating the In-Grid Calendar

OmegaAI's Scheduler is an essential tool that integrates seamlessly within the workflow, providing a view of appointments directly within the software.

Steps to Access and Use the In-Grid Calendar:

1. Access the Calendar:

   • Click on the Calendar icon located on the left side navigation bar to open the in-grid calendar.

     

2. View Appointments:

   • By default, the calendar displays the appointments for the current day.

     

     

3. Navigate to a Specific Date:

   • Click the down arrow next to the date to open the monthly calendar, then select the desired date.

     

4. Change Calendar View:

   • Click on the three dots next to the date to choose between today's view or weekly view.

     

5. Filter by Appointment Status:

   • Click the dropdown menu next to the Status icon (default set to All to filter appointments by statuses such as Requested, Scheduled, Confirmed, Arrived, Ready for Scan, and No Show.

     

6. Expand the Calendar:

   • Use the expand button to access expanded calendar views including Today, Weekly, and Monthly options.

Customizing Calendar Settings

1. Adjust Visible Hours:

   • Hover over the Settings gear icon and select Visible Hours to toggle between 8-hour and 12-hour display formats.

     

2. Manage Resources:

   • Select Resource under the settings gear to open up the Healthcare Services list. Here, you can search for and select the services that should be displayed in your Scheduler.

     

3. Edit Healthcare Services:

   • Click Edit Healthcare Services to access and modify the list of all healthcare services available within the system.