Creating & Using Schedule Groups


Schedule Groups:


A schedule group is a combination of different providers’ schedules that can be viewed simultaneously in the main schedule window.


To create a Schedule Group:


  1. Click on “Admin” (Juno UI) or “Administration” (Classic), found at the top of the main schedule window.

  2. From the Admin panel, click on "Schedule Management," then "Add a Group."

  3. Enter the name of the new group into the "Group Name '' text box, then check mark the boxes for the provider’s you wish to include in the new group.

  4. When you are finished, click on the "Save" button.



To add a provider/s to a Schedule Group:


  1. Click on “Admin” (Juno UI) or “Administration” (Classic), found at the top of the main schedule window.

  2. From the Admin panel, click on "Schedule Management," then "Search/Edit/Delete Groups."

  3. Click on the “New Group/Add a Member” button at the bottom of the window.

  4. Enter the name of the existing group that you wish to add a provider into the empty text box at the top of the window.

  5. Click on the checkbox next to the provider’s name.

  6. Once you have selected the provider/s you wish to add to the schedule group, click on the “Save” button at the bottom of the window.





You may also remove providers from a schedule group. From the “Search/Edit/Delete Groups” section, click on the checkbox next to the group name on the line with the associated provider, and click on the “Delete” button at the bottom of the window.


How to use a Schedule Group:


In order to navigate between Schedule Groups, simply click on the “Group” drop-down menu in the top right corner of the main schedule window, (classic UI) and select the desired group.




Classic


To navigate between Schedule Groups (Juno UI), simply click on the “Group” drop-down menu at the top of the schedule window, and select the desired group.


Juno

Please note that in the Juno UI, you can drag-and-drop appointments across provider schedules quickly and easily.