You can customize the order practitioners appear on the Schedule to match your preferred workflow. This article walks you through how to set and save the practitioner order so your Schedule is organized the way you want.
When to Use This
- When you want to change the order practitioners appear on the Schedule
- When you want the Schedule to match your team's preferred workflow
- When you have added practitioners and need to update their display order
What You Need
- Practitioners must already be set up in the system
Permissions
- You need access to Settings and Schedules & Holidays
Contact your clinic administrator if you don't have the required access
Reordering Practitioners on the Schedule
- Go to Settings
Under Schedules & Holidays, select Schedule Order
- Enter a number for each practitioner, starting with 1
- The practitioner with the lowest number appears in the leftmost column
- Practitioners are displayed from left to right in numerical order
Click Save Order
Result
Practitioners will now appear on the Schedule in the order you specified.
Things to Know
- Daily Available Overrides are not included in the Schedule Order.
- Practitioners with a Daily Available Override will default to the end of the Schedule.
- If multiple practitioners have the same order number, they will be displayed alphabetically.
- Schedule Order respects user access. Users will see practitioners in the selected order, but only practitioners they have access to will appear on their Schedule.
Troubleshooting
A practitioner is not appearing in the order I expected.
Check whether the practitioner has a Daily Available Override. These overrides are not included in the Schedule Order and will place the practitioner at the end of the Schedule.
Two or more practitioners have the same order number.
Practitioners with the same order number will be displayed alphabetically. If you want them to appear in a specific order, assign each practitioner a unique number.