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Scheduler Section


The Scheduler section of the application provides functionality to optimize your front-office and back-office workflow. Our state-of the-art module allows designated users to access several functions from within the scheduling program. The appointment scheduler can be easily customized to fit your needs in addition to configuring scheduling rules that will help maximize the physician's time.

The following help pages are supported by the current version of CollaborateMD. Please follow the curriculum outline to receive the proper training associated with this section.

Button Overview

Below you will find a description of the buttons located within the Scheduler section:
  • New Department: This button will allow you to add a new department.
  • Show All: This button will show you all departments.

Departments allow you to simply create a contextual grouping for scheduler resources which consist of Resources, Appointment Types, and User Access Levels. Resources and Appointment Types can be assigned to Departments to better manage practice workflow.

Add Department

Follow the instructions below to add a department:
  1. Go to the Scheduler section. 
  2. Click on the Departments tab. 
  3. Click on the New Department button.
  4. Enter the Department details:
    • In the Name field, enter the departments name. 
    • Under Resources, click on the green plus icon to select which resource you would like to add to your department. Note: The same resource cannot be associated to more than one department. For example, if resource "John Smith" needs to be added to two different departments, "John Smith" cannot be added to both. Instead the resource would have to be added twice then associated to a new department. 
    • Under Appointment Types, click on the green plus icon to select which appointment types you would like to add to your department. Note: Appointment Types that are marked as "Global" are applied to every department by default. In the event you select a "Global" appointment type it will not be added to the list of appointment types for the selected department.
    • To grant access to your users, click Enable department level access control. Select which users you would like to grant department access to, as well as the level of permissions you would like each user to have. Options include: 
      • Full: Users may change, add, and save appointments associated to the department.
      • Read: Users may only view and search for appointments associated to the department.
      • None: Users are unable to view the department or the associated appointments.
  5. Once you are done with your changes, click Save.

Find/Edit Department

Follow the instructions below to find/edit a department:
  1. Go to the Scheduler section. 
  2. Click on the Departments tab. 
  3. Click Show All.
  4. Find the department you would like to edit. 
  5. Once you are satisfied with your changes, click Save.

Inactivate Department

Follow the instructions below to inactivate a department:
  1. Go to the Scheduler section. 
  2. Click on the Departments tab. 
  3. Click Show All.
  4. Find the department you would like to inactivate.
  5. Check the Inactive box.
  6. Click Save.

Reactivate Department

Follow the instructions below to reactivate a department: 
  1. Go to the Scheduler section. 
  2. Click on the Departments tab. 
  3. Check the Show Inactive box.
  4. Click Show All.
  5. Find the department you would like to reactivate.
  6. Uncheck the Inactive box.
  7. Click Save.