š Overview
This guide provides an overview of various calendar settings within our system. A separate guide covers enabling/disabling a calendar, setting provider hours, and managing exception hours.
š Calendar Order and Color
Navigate to User Calendar Settings > Calendar Order
The order set here determines how your calendar tabs appear
Calendar cover color affects the tab's appearance at the top
š„ Provider View vs. Tab View
Provider View:
Displays multiple provider schedules side by side
Use this to get a full overview of your office's schedule
To hide specific providers, click the settings icon and uncheck the calendars you donāt want to see
Tab View:
Each provider has a separate calendar tab
Clicking on a tab displays only that providerās calendar
The push pin icon allows you to set a default tab, overriding the calendar order
This setting is a per user setting and does not affect office-wide settings
Each user can have different preferences for how their calendar displays
šļø Visibility Settings
Hide Completed Appointments:
Filters completed appointments from your view
Toggle between showing or hiding completed appointments
Completed appointments are not deleted; they are simply filtered from view
This setting is also available as a checkbox
This setting is a per user setting and does not affect office-wide settings
Each user can have different preferences for how their calendar displays
š Icons on the Calendar
Icons provide quick status updates on appointments:
Reminder Status: Displays a thumbs-up for confirmed appointments and an āXā for denied ones
Appointment Status: Indicates whether the appointment is scheduled or completed
Walk-In Indicator: A small figure icon appears when a walk-in appointment is marked
SOAP Note Icon: A sticky note icon appears when a SOAP note is entered for the day
Language Preference Indicator:
Displays āESā if the patientās preferred language is Spanish
If the language is English, no icon is displayed
ā±ļø Time Display on the Left Panel
The times displayed on the left side of the calendar are set when configuring provider hours
Provider hour settings will be covered in a separate guide