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Practice Management on Embodia - Part 2: Scheduling

From the calendar view, you can set up your calendar to your liking. Changing these settings only changes the way that your calendar looks to you (i.e.: it does not change how a patient views your calendar/availability if you are using the online booking feature).

Go to your calendar:

Calendar view on Embodia

Click on the Settings gear icon:

Calendar view on Embodia

You will be presented with numerous options:

Calendar settings on Embodia

Here's an outline of each settings feature available in the calendar:

Slot duration: this will determine how many 'slots' you see in your calendar view. If you select 30 minutes, you will have one slot every 30 minutes like this:

Calendar view settings on Embodia

Hidden days: hide certain days of the week. For example, if you don't work Saturday and Sunday, you can select to hide those days on your calendar view.

Minimum slot time: indicate the first time you want to be displayed in your calendar. For example, if you enter 7 a.m. (as shown in the example above), your calendar will begin at 7 a.m.

Maximum slot time: indicate the last time you want to be displayed in your calendar. 

Scroll time: If the calendar view is larger than the height of your screen, you will have to scroll up or down to view the remaining calendar. The "Scroll time" determines how far forward the scroll pane is initially scrolled when the calendar is loaded or when you change dates. 
Say for example you have the minimum slot time to be 7 a.m. and you set the scroll time to be 9 a.m. When you load the calendar, the calendar will display the 9 a.m. slot at the top of the page and you will have to scroll up to view the schedule for 7 and 8 a.m.
Hide patient info in the calendar view: if there is a chance that patients could see your calendar (for example, if you work in an open clinic space), you can check this box so that the patient name and information are hidden on the calendar view. 

Enable dragging of appointments to change their start time: learn more about this feature in this help article.

Show indication of invoices status: show if an invoice has been generated for the consult, and if so, if it is balanced.

Show indication of charts status: show if a chart has been created for the consult, and if it is signed.

Display a marker indicating the current time: you can choose to have a marker display the current time on your calendar. Here's an example of what that looks like (the red arrow is pointing to the display marker):

Calendar view settings on Embodia

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