How To Create An Office?

How To Create An Office?



Accessing the Office Management


Offices that are present in the clinic can be added by office management. Offices contain rooms and resources. Multiple rooms and resources can be added to a single office. If the office remains closed for a particular time slot, then the scheduling can be done accordingly in two sessions. The timings that are scheduled for the office will be reflected in provider and staff scheduling. Provider and staff scheduling timings will be within office hours. 


  1. Hover on Settings from the main menu.

  2. Go to the Practice Management menu and select the Office Management tab.

  3. Click on the +Office button on the top right corner.

  4. Fill in all the details.               

  1. After entering the details, click on Save or Save & Next button.

  2. If you click on Save, it will redirect you to the Office list which means the office is created. If clicked on Save & Next, it will allow you to enter details for Office Billing.

  3. Enter the details for Office Billing as shown below:

 


  1. Click on Save and Next and Enter the details as shown below:





To Check Archived Rooms


  1. When we click on Show Archived it will show the archived rooms and will then have the option back to navigate to the Rooms section.

 



To Add Resources for the Room

      

  1. Click on Save & Next. That will allow you to enter resource details as shown below. 


             

  1. Click on Save & Next. That will redirect you to the scheduling of the office. You can schedule the timing of office hours as shown below and once the timing will be set for Monday by default it will take the timing for all the rest of the days.

       

  1. Click on Save, and if you want to set the settings for the lab you can click on the side navigation tab for Lab Setting and you can update as shown below.

  1. Your office is created successfully and can be seen in the Office list as shown below. 

 

                                          

                                  

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