OnSchedule
Eaglesoft 16
Preference Changes
• Use Secondary Provider Removed• Auto-Hide Appointment Queue
Removed• Refresh Options Removed• Time Units enabled
Preferences: Before and After
Change Time Units
• Choose 5, 10, 15, 20, 30, or 60 Minute increments.
• Does not affect existing appointments.
• Database setting – affects all machines.
Dockable Panels• Miniature windows that can be
opened, closed, moved and attached to different areas of the existing screens.– Workstations specific settings.– Available panels found in the View
menu.• Go To Day• Appointment Search• Find Free Time• Find Free Time Results• Appointment Queue• Schedule Notes
6
How to Dock a Panel
• When moving a panel, the docking helper icons appear.
• Grab the title bar of the panel and drag it to the desired docking icon. When the desired icon has been located, a blue bar will appear.
• Release the docking panel title bar and the panel now appears at the selected location.
Menu Options
• Available from Toolbars• File, Edit, View, Activities, Tools, Help• Added flexibility in navigation
Legend
• Added tab for Provider Colors• Available from:– Tools Menu– RMC – Current Settings
Provider View• One Column per Provider
– All appointments for that provider show in one column.– If more than one provider is on an appointment, that
appointment will display in more than one column.– Translucent color shows appointment length where other
providers are attached.– Moving an appointment from one column to another changes
the provider time on appointment.
• Double book info on time display shows when Chairs are double booked.
• C/P icon toggles between Chair View and Provider View
• RMC options to Show, Hide and Move columns as well as Edit Provider Hours.
Provider View
Chair View
Provider View
Schedule Entry Types
• Icon Grouping– Remembers last choice
• Appointment Entry List
Appointment Window
Patient Header
Provider Time
Tabs
Warning Icon
Floating Patient Header
• Float/Dock Patient Header in Appointment
• Resize and Drag to desired size and location
• System remembers last used settings
Provider Time on Appt• Provider Time can be set to any increment of 5
minutes.• Synced with the Services panel.• Use down arrow or RMC to change existing
provider/staff.• Double Click empty area or RMC to add new
provider/staff.• Click and drag to extend or shorten that
provider’s duration.• Add any combination of providers/staff.
Goal Amounts on Appointment
• Goals set to the provider of service when services are attached to appointments.
• Goals set to the provider in the ‘first’ position (farthest left or top) when no services are attached to appointments.
Services• Use tab or
button to open services panel.
• Pin to dock inside the appt window.
• Edit individual providers of services.
Other Appointments• Use tab or
button to open other appointments panel.
• Pin to dock inside the appt window.
Quick Fill Appointment
• Use icon group to create new Quick Fill appointment.
OR• Change schedule entry type to Quick Fill
appointment.
Block
• Use icon group to create new Block
OR• Change schedule entry type to Block
•Only description will display on schedule.
•Notes will appear when mouse hovers over block.
Family Appointment
• Use icon group to create new Family Appointment.
OR• Change schedule entry type to
Unscheduled Appointment
• Use icon group to create new Unscheduled Appointment.
OR• Change schedule entry type to Unscheduled
Appointment.
Double Booking
• Double book chairs!
• Gives user flexibility.
• Warning icon in appointment will alert to double booked chairs.
• No security option to block/prevent.
Find Free Time• Added patient
search– Optional– Pulls in patient
preferences for:• Preferred Providers• Time Preference• Duration (when appt
type is chosen that uses patient cleaning time.)
• Combination of providers.
Find Free Time Results• Dockable!– Dock panel
with available hygiene times for 6 months out and use refresh option on panel to get updated results all day!
• Choose Date, then Provider/Chair to find times
Go To Day
• Dock so Calendar always available!
Locate Appointment
• Functions same as previous versions.• Automatically loads past
appointments– Focus will be on Current Appointments
whenever present.
Quick Fill List
• Functions same as previous versions.• Columns can be sorted/filtered.• Dock panel to ‘minimize’
Appointment Search
• Uses same panel as Locate and Quick Fill
• Combines all search criteria for maximized options.
Schedule Notes
• Streamlined look• Dockable!–Mimic ‘Sticky Notes’
• Functions same as previous versions.
Schedule Notes List Window
Schedule Notes Edit Window
Appointment Queue
• Functions same as previous versions.
• Dockable
OnSchedule Audit Trail• Date Type
– Date/Time Recorded– Appt Start Date/Time
• Appointment Type• Local Audit Trails
– Replaces Utility for Recover OnSchedule Audit Trails
– Stores Audit trails locally when EOD is processed on that machine.
- Audit Trails prior to upgradeMust use locally stored copies.Utilities – Recover OnSchedule Audit Trails.
OnSchedule Audit Trail
• Grid Format – Old vs New data• Date Time recorded
Purge Appointments
• Entry in System Activity Log showing purge action!