PERMISSIONS REQUIRED: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Office, Front Office Assistant, Operations Manager, PTA, Staff Therapist, Therapy Student, or Therapy Technician Permissions assigned in order to manage Schedule.
We understand that the Front Office is a critical function of any practice. As such, we have ensured that you can run all of your practices front office needs through the system and make it as easy as we can. This series of introductory articles will cover the important aspects of managing the Schedule.
Working With The Schedule: Adding Editing Overrides
Overrides allow you to modify the therapist’s schedule. For more information on scheduling therapists and resources see Chapter 20: Therapists & Resource Schedules.
Overrides are intended as a means to block off sections of the therapist’s schedule. There are two types of overrides: those that block the therapist from seeing patients, and those that enable a therapist to see patients at a time or place where they are not regularly scheduled to work.
Selecting New Override brings up the following dialog:
New Override
| Resource | Allows you to select all therapists /resources that this override is to affect. |
| From | The date and time the override starts. |
| Through | The date and time the override ends. |
| Clinic | Specifies which clinic the override is for. You may only select clinics that you have permission to see. |
| Type | You can choose the type of override as you have defined in the General Information module. |
| Note | Allows you to create a note, or explanation, concerning this override. This information will appear in the information panel of the schedule when the override is clicked. |
| OK | Saves the override and closes the dialog. |
| Cancel | Closes the dialog, discarding the information. |
On the schedule itself the overrides appear as cross-hatched areas as seen here:
NOTE: Overrides may also be copied and pasted just like visits.