Scheduling events

You can schedule an event. The event can be a one-time occurrence or recurring.

To schedule an event

How to get there

1. On the Schedule menu, click (or tap) Calendar.

   The Calendar page opens.

1. On the Calendar page, navigate to a day or week.

   

2. Do one of the following:

   • Click (or tap) an open time slot. Then, click (or tap) Create Event on the panel that appears to the right.

     

   • On the Actions menu, click (or tap) Create Event.

     

   The Event Information panel opens.

   

3. Enter a title and description; specify the surgery, date, and length; and set up the other options as needed.

   Set up the following options:

   • Title - The title that you want to have appear at the top of the event.

   • Description - The description that you want to have appear on the event.

   • Surgery - The surgery to which you want to assign this event. To not assign this event to a surgery (to make it a practice event), select None.

   • Provider - The provider who you want to attach to this event. To not attach a provider to this event, select None. Only providers who have access to the current location are available.

   • Date and duration - Do one of the following:

     • For an all-day event, specify the Date of the event. Then, select the All day Event check box.

     • For a partial-day event, specify the Date of the event. Next, enter the starting time of the event in the Start box. Then, adjust the Length of the event as needed by entering the correct number of hours and minutes in the hr and min boxes; the ending time of the event changes accordingly.

       Tip: You can enter a time using various formats. For example, you can type 08:30, 8:30a, or 8:30 AM; 8a or 8am; 13:30, 1:30p, or 1:30 PM; or 1p or 1pm.

   • Recurring event - If this event will repeat at regular intervals, select the Recurring event check box, and then set up the following options on the Recurrence tab:

     • Date Range - Enter the range of dates within which the event will repeat.

     • Type - Specify the pattern to use for the recurring event:

       • Weekly - It repeats every number of weeks you enter and on the days of the week you select.

         

       • Monthly - It repeats every number of months you enter; on the first, second, third, fourth, or last week of the month; and on the day of the week you select.

         

4. Click (or tap) Save.

Related Topics

• Adding surgeries

• Adding providers

• Setting up practice hours

• Editing events

• Deleting events

Related Errors/Questions

• None