Priorities and Settings

Priorities and settings is the area of Accuro where priority and status options are managed. Select how and what is to be displayed in the Appointment Table and what is displayed in the headings in the Scheduler.

Time Interval Set the time interval to display on the scheduler by selecting a value from the dropdown list.

Set the Start and End Times to display on the scheduler using the dropdown lists

View Schedule Notes: Appointment information and notes are displayed on the scheduler table

View Scheduled Providers: Only providers with scheduled appointments on a particular day are shown in the Scheduler. This removes the Providers option when right-clicking on the Scheduler Head

View Wait Room: A view of the Wait Room can be displayed at the bottom of the main Scheduler window. This option has been superseded by the Traffic Manager section of Accuro.

Paste to Original Appointment Length: Pasted appointments are as long as possible up to the length of the original appointment

Color Weekends in Scheduler: Weekends are displayed in a different color, to make working days easier to distinguish.

Show Appointment Border: Appointments in the scheduler table appear with a black border separating them.

Show Payee Number: The payee number of the Provider is displayed after their name.

Show Full First Name: Providers' full first names will be shown on the Scheduler Header. Un-checking this box Accuro displays only the first initial.

Show Appointment Counts: The number of appointments each Provider has on that day will be shown underneath the Provider's name on the Scheduler Header.

Calendar Notes: A blank space for notes appears on the Scheduler header for each day.

Add a Priority

1. Press and release the Alt button on the keyboard, type Scheduler Management in the search field.
2. Click the Priorities, Reasons and Statuses tab.
3. Click Add.
4. Type a priority name into the text box beside Priority:
5. Click Apply to save any changes.

Note: The Priority is set in Appointment Details when creating a new appointment.

Remove a Priority

A priority can only be removed if it is not being used in the Scheduler. If the priority is in use, it cannot be deleted.

1. Press and release the Alt button on the keyboard, type Scheduler Management in the search field.
2. Click the Priorities, Reasons and Statuses tab.
3. Click on a priority to highlight it.
4. Click Remove. The priority is deleted and removed from the list
5. Click Apply.

Note: The Priority is set in Appointment Details when creating a new appointment.

Add a Status

1. Press and release the Alt button on the keyboard, type Scheduler Management in the search field.
2. Click the Priorities, Reasons and Statuses tab.
3. Click Add.
4. Type a status name into the text box and click OK.
5. In the table add an appropriate abbreviation, Icon and Color, if required.

Note: The status is set by right-clicking on an Appointment in the Scheduler, and pointing to Status.

Remove a Status

1. Press and release the Alt button on the keyboard, type Scheduler Management in the search field.
2. Click the Priorities, Reasons and Statuses tab.
3. Click on a status to highlight it.
4. Click Remove.
5. Click Yes to confirm removing the status.

Note: The status is set by right-clicking on an Appointment in the Scheduler, and pointing to Status.

Load Settings from a Patient's Previous Appointment

If this option is selected the settings from the patient's previous appointment are loaded, but only if that appointment was with the same physician.

1. Press and release the Alt button on the keyboard, type Scheduler Management in the search field.
2. Click the Settings tab.
3. Click the Load Settings from Patient's Previous Appointment with Same Physician Only checkbox.
   Note: You may need to scroll down the window to see this option.
4. Click Apply to save any changes.

Set the Start and End Time of the Appointment Table

The start and end times should be set to the open and closing times of the office. If any providers work shorter hours, block the additional time out when creating your templates.

1. Press and release the Alt button on the keyboard, type Scheduler Management in the search field.
2. Click the Settings tab.
3. Click the and select the start and end times as required.
4. Click Apply to save any changes.

View Schedule Notes

By setting the View Schedule Notes checkbox appointment information and notes are displayed on the scheduler table

1. Press and release the Alt button on the keyboard, type Scheduler Management in the search field.
2. Click the Settings tab.
3. Click the View Schedule Notes checkbox.
4. Click Apply to save any changes.

View Scheduled Providers

If the View Scheduled Providers checkbox is selected only providers with scheduled appointments on a particular day are shown in the Scheduler. This removes the Providers option when right-clicking on the Scheduler Header.

1. Press and release the Alt button on the keyboard, type Scheduler Management in the search field.
2. Click the Settings tab.
3. Click the View Scheduled Providers checkbox.
4. Click Apply to save any changes.

View Wait Room

Note: This function has been superseded by the Traffic Manager which can be found by clicking the Traffic button on the Accuro Navigation bar.

1. Press and release the Alt button on the keyboard, type Scheduler Management in the search field.
2. Click the Settings tab.
3. Click View Wait Room checkbox.
4. Click Apply to save any changes.
   
   Note: For this setting to take effect Accuro must be restarted.
5. Click the Scheduler button on the Accuro Navigation bar.
6. To view the Wait Room, move the mouse toward the bottom of the window beside the two arrow-heads. When the arrow appears, drag up your window to display the Wait Room:

Remove the Wait Room from the Bottom of the Scheduler Window.

Note: The Wait Room function has been superseded by the Traffic Manager which can be found by clicking the Traffic button on the Accuro Navigation bar.

1. Press and release the Alt button on the keyboard, type Scheduler Management in the search field.
2. Click the Settings tab.
3. Click to deselect View Wait Room checkbox.
4. Click Apply save any changes.
   
   Note: For this setting to take effect Accuro must be restarted.