The Check In/Out Dashboard is fairly easy to use but if you want to learn about all the features and functions then just follow this training list.
Start by Watching these training videos:
- Click on this link to watch the training video Check In-Out Dashboard Overview Video Detailed - this gives you an all encompassing preview of the the Check In/Out Dashboard for all users.
Length: 20 minutes (Note: There is a Table of Contents on the page if you want to view only certain components) - Click on this link to watch the three user brief tutorials linked to this article User Settings Video Tutorials to learn more detail about the setup options that are required and available for each user.
Length: approximately 2.5 minutes for each of the 3 settings video trainings
Next, Users Can Get Started By Following This Guide:
This section assumes the practice has configured the associated user role "Check In/Out Dashboard"
Open your iScheduler screen and check the toolbar for the Check In/Out icon:
From your iScheduler screen do the following:
Additional (Optional) Documentation to Review:
Still need more information? These content articles listed below provide similar information that can be learned in the videos above but in written form for those who prefer to read.
- Check In-Out Dashboard Summary - highlights the feature
- Getting Started - Practice & Role Required Settings - outlines Practice Setup Requirements before any practice users will have access to the new dashboard
- User Settings Written Tutorials - you can watch the video link (provided above in item #2) or review the same content in this written version of instructions for user settings (the next article provides a video tutorial if you prefer to see the process) *This is the same content as contained in the video User Settings Video Tutorials
- Check In/Out Dashboard Overview Summary - a quick reference on how to use the dashboard
- Check In/Out Dashboard Overview Written Detailed - you can watch the video link provided above or review the same content in this written version written version of training for the new dashboard
*This is the same content as contained in the video Check In-Out Dashboard Overview Video Detailed - Dashboard Features and Updates COMING SOON - As users Beta test and start using this new feature, we will be resolving unexpected issues that arise from use cases that we did not anticipate AND we will consider enhancement requests that users feel are necessary. Users can track those requests throughout 2024 by checking this article.
