Below outlines the specific fields that reflect on the Practitioner Schedule.
To set up a dashboard for a Practitioner, Adminstrator or Employee go to Settings, Practitioners,or Administrators or Employees.
1. Schedule Types
You must have at least 1 Schedule Type set up in your Juvonno system under Settings, System Entities and Types Section, Schedule Types.
2. Intervals (Practitioners)
Administrators and Employee profiles do not have scheduling intervals as they do not book appointments on the schedule.
Go to Settings, Practitioners, open the Practitioner profile.
On the "Profile" page, Scheduling Interval, select the intervals you want to appear on the Schedule for that Practitioner then Save.
3. Practitioner Access
You will have selected the Staff that will be viewable on the schedule under the Individual Practitioner Access or under the Primary Group Access.
To set the actual "Dashboard" that will be viewed when the Staff member logs in, under the General Section, Dashboard field you will see the following uptions.
My Practitioners: Used by most clinics with only 1 location. This schedule view shows the name of the Practitioner at the top of the daily columns on the Day view and on the Week view you will see the names of the Practitioners down the left side of the page to select.
Clinic Practitioners: Used by clinics who have more than 1 location so that you can view the schedule based on the location and have a drop down option on the schedule to select the clinic you want to view.
My Schedule & Tasks: This is a reduced access dashboard showing on the Schedule, Calls & Todos section.
Resource Schedule: Use this schedule if for example you book treatment rooms, Room 1, Room 2, Room 3 and you want to toggle between the Practitioners and Resource Schedule. You would have had to set up Resources first by going to Settings, System Entities and Types Section, Resources.
You can toggle between Resources and Practitioners when using this option.
This is the view you will have when you have the Resource View.
This is the view when you select Practitioners.