Surgery Scheduling

Training Overview

Surgery Schedulers will be trained on various areas of the EMR, the My Task List, and the iScheduler. The following areas are expected to be understood in order for a successful Go-Live:

Surgery Workflow Overview

  1. Surgery Ordering Overview: Video | Guide
    • Schedulers will learn how surgery orders are placed by using the Order Entry Chart Tab. 
  2. Surgery Processing Overview: Video | Guide
    • Schedulers will learn how to process and manage surgeries by using the My Task Orders List. 

iScheduler Overview

  1. iScheduler Toolbar Video (coming soon!) | Guide
    • Users will learn how to navigate the many functions available on the iScheduler Tool Bar.
  2. Resource view vs. Group: Video | Guide
    • Users will learn how to use the various views in the schedule to display resource schedules.
  3. General Scheduling: Video | Guide
    • Users will learn the best practices for scheduling an appointment within the system.
  4. Comments and Alerts: Video | Guide
    • Users will learn how to add new comments and pop-up alerts.

Faxing Overview

  1. eFaxing: Video | Guide
    • Users will learn how to electronically fax an eDocument from the system. 
  2. eFaxing (Specifically Letters): Video | Guide
    • Users will learn how to send a fax from the Letters chart tab.
  3. Updox (Fax Inbox): Video (coming soon!) | Guide
    • Users will learn how to manage incoming and outbound faxes when using an integrated fax number.