Resources

A resource in the application is an entity that has their own schedule. This may be a provider, a piece of equipment, a room, or anything else that needs their own unique list of appointments assigned.

This guide will explain how to add new resources into the system and how to manage the settings related to that resource.

Add a new Resource

To add a new Resource to the application, follow the below steps:

  1. Navigate to Setup
  2. Select the Resources menu item under the Schedule Setup category
  3. Click the New button on the toolbar
  4. Enter the required fields and adjust other necessary settings as needed.
  5. Click OK

The Resource has now been added.  Please note, you may not see the Resource when you navigate to the iScheduler. It is often necessary to associate the resource with a user. This can be done using the User Setup option.

Resource Setup Values and Options

There are several settings and values related to a resource that determine how the applications responds when an appointment is scheduled with this resource

Resource Information

ValueExampleHow it is used
Resource #1234This is an auto-generated value that unique represents this resource.
CategoryPersonnelThis is a logical grouping of resources.  Resources are organized by this category in several locations throughout the application.
TypeProvidersThis is a second level of logical grouping within the Category. 

Superbill Information

ValueExampleHow it is used
Superbill ICD9Old SuperbillIf a visit is opened prior to the ICD10 conversion date, this superbill will load by default. This is rarely used now.
Superbill ICD10New SuperbillIf a visit is opened after the ICD10 conversion date, this superbill will load by default.

Contact Information

ValueExampleHow it is used
Is Provider?CheckedIf checked, this indicates that this resource is associated with a rendering provider record. Clicking this will enable the Provider dropdown list.
Provider ListJoe Smith, MDThis is a list of rendering providers in the application.  Linking a resource to a provider is a critical step in the setup process.  
NameJoe Smith, MDThis is the name of the resource and will appear throughout the system in lists and reports. If this resource is a provider, this will be filled in automatically.
Address 1123 Test LaneThe street address for this resource.  This is rarely used.
Address 2Suite 3The suite/apartment number for this resource. This is rarely used.
CityIndianapolisThe city for this resource. This is rarely used.
StateINThe state for this resource.  This is rarely used.
Zip46237The zip code for this resource.  This is rarely used.
CountryUSAThis country code for this resource.  This is rarely used.

Address Information

ValueExampleHow it is used
Primary/Secondary NameMaryContact name for this resource. This is rarely used.
Primary/Secondary PhoneSmithContact phone number for this resource. This is rarely used.
Primary/Secondary Emailmary.smith@test.comContact email address for this resource. This is rarely used.

Calendar Work Week

This entire feature is no longer used.  Please disregard all settings.  The resource schedule can be controlled via the iScheduler Day Setup or iScheduler Templates.

Scheduling Patients

ValueExampleHow it is used
Placeholders OnlyCheckedIf this setting is on, appointments can only be added to pre-configured placeholders for this resource.
If this setting is off, appointments can be scheduled for existing placeholders but can also be scheduled in any open time slot on the resource's schedule.


Appointment Types

ValueExampleHow it is used
Sel (Selected)CheckedIf checked, this appointment type is available for this resource.
Def (Default)Not checkedIf checked, this appointment type is the default for this resource.  
NameNew PatientThis is the name of the appointment type as defined in the Appointment Type Setup table.
Duration30The duration of the appointment type as defined in the Appointment Type Setup table.