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Use the Calendar View on the EMR Board to View Provider Schedules and Availability
This user guide provides step-by-step instructions for utilizing the Calendar View feature on the EMR Board to view provider schedules, availability, and upcoming bookings within the DigiMEDSPA Portal.
Understanding Terminologies
EMR Board
The EMR Board is a centralized dashboard in the DigiMEDSPA Portal that offers direct access to key Med SPA operations such as provider schedules, appointment statuses, and upcoming bookings, while also tracking patient statuses i.e. Checked In, Waitlist, No-show or Upcoming, ensuring efficient management and streamlined workflows.
Calendar View
The Calendar View within the EMR Board visually presents provider schedules, availability, and upcoming bookings in a user-friendly calendar format. It enables users to review appointments and schedules for specific days, and efficiently manage provider availability.
Provider Schedules
Provider Schedules are structured timetables that indicate when providers are available to perform procedures, consultations, or treatments and display time slots where the provider is already booked. These schedules facilitate effective booking management, efficient resource allocation, and seamless workflow maintenance.
Using Calendar View to View Providers' Schedule
- Upon logging into the DigiMEDSPA Portal, the user will automatically land on the EMR Board, which is the default landing screen in the portal.
- Enable the Calendar View option by clicking the toggle button in front of it to switch to a calendar format.
- List of all the providers in the portal will be displayed, along with the percentage of their booked time slots for the day. You can also view their bookings in the calendar format, with the duration of each appointment clearly given.
Note: To view the details of an appointment, including the patient name, location, and service, hover over the appointment's duration on the calendar. 
- Use the date filter by clicking the calendar icon next to it and selecting the desired date to view appointments for that specific day.
Note: You can also use the "Prev" or "Next" buttons on the date filter to navigate to a previous or upcoming date. 
- Return to the original EMR Board screen, by clicking the Reset All Filters button to remove any applied filter.
Note: The date filter is the only filter applicable to the Calendar View on the EMR Board. Other filters apply to the EMR Board but are not functional in the Calendar View.
Using Calendar View to View Providers Availability
- To view a provider's availability, hover over the provider's name. Their available days, time slots, and locations will be displayed, indicating where and when the provider is available.
Note: A provider's schedule or availability details cannot be edited directly from the EMR Board. These can only be modified in the “Providers” Module. For more information, refer to our "Add / Edit / Delete Provider Schedule" user guide.
