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public:gorev:scheduling [2019/10/30 16:35]
richie.pottier
public:gorev:scheduling [2020/04/11 22:51] (current)
mgriffin [2 : Beginning the Create Appointment Process]
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 ===== GoRev Scheduling Appointment Creation Tutorial ===== ===== GoRev Scheduling Appointment Creation Tutorial =====
  
-Welcome to the GoRev Scheduling Appointment Creation Tutorial. In this tutorial, we will focus on the process of creating an appointment in the GoRev Scheduling Module+Welcome to the **GoRev Scheduling Appointment Creation Tutorial**. In this tutorial, we will focus on the process of creating an Appointment in the GoRev **Scheduling** module.  
 + 
 +**Note:** If you need assistance with a particular portion of this tutorial, please use the **Table of Contents** on the left hand side of this screen to navigate to the topic that you require
  
 ====== 1 : Navigating to the Scheduling Module ====== ====== 1 : Navigating to the Scheduling Module ======
-Once you have successfully logged into GoRev, please click on the **Scheduling** button present in the GoRev Toolbar to navigate to the **GoRev Scheduling Module**+In order to navigate to the GoRev Scheduling module, click on the **"Scheduling"** button present in the GoRev Homepage toolbar.  
 + 
 +{{:public:gorev:step_1_navigate_to_the_scheduling_button.png?900|}} 
  
-{{:public:gorev:step_1_navigate_to_the_scheduling_icon.png?800|}} 
  
  
  
 ====== 2 : Beginning the Create Appointment Process ====== ====== 2 : Beginning the Create Appointment Process ======
-At this point, the **GoRev Scheduling Module** should, now, be visible. To continue, please click on the **New** button present in the **Scheduling Toolbar**. +At this point, the **GoRev Scheduling Module** should, now, be visible. To continue, please click on the **"New"** button present in the **Scheduling** toolbar
  
-{{:public:gorev:step_2_navigate_to_the_new_button.png?800|}}+{{:public:gorev:step_2_part_1_click_the_new_button_to_start_creating.png?800|}} 
 + 
 +Alternatively, you can create a new Appointment by right clicking anywhere in the Calendar and selecting the subsequent **"New Appointment"** option from the list that appears on your screen.   
 + 
 +{{:public:gorev:step_3_part_2_right_click_to_create_a_new_appt.png?800|}}
  
-Alternatively, you can create a new appointment by right clicking anywhere in the Calendar and selecting the subsequent "**New Appointment**" option from the list that appears on your screen.   
  
-{{:public:gorev:step_2_right_clicking_to_open_calendar_menu.png?800|}} 
  
  
 ====== 3 : Entering Appointment Information ====== ====== 3 : Entering Appointment Information ======
  
-After the New Appointment window becomes visible, please enter the appointment information into the fields provided. +After the **"New Appointment"** window becomes visible, please enter the Appointment information into the fields provided.  
 + 
 +{{:public:gorev:step_3_scheduling_fill_in_the_appointment_fields.png?800|}} 
  
-{{:public:gorev:step_3_entering_appointment_info.png?800|}} 
  
 ====== 4 : Saving the Appointment ====== ====== 4 : Saving the Appointment ======
-Once you are satisfied with the entered information, please save the new appointment by clicking on the "**Save Appointment**button on your screen. +Once you are satisfied with the entered information, please save the new appointment by clicking on the **"Save Appointment"** button on your screen. 
  
-{{:public:gorev:step_4_save_the_new_entered_appt_info.png?800|}}+{{:public:gorev:step_4_scheduling_save_the_appointment_final.png?800|}}
  
 Once you have successfully saved the appointment, the newly created appointment should be present in the **Scheduling Calendar** on your screen.  Once you have successfully saved the appointment, the newly created appointment should be present in the **Scheduling Calendar** on your screen. 
  
-{{:public:gorev:appointmentcreated.png|}}+{{:public:gorev:step_5_scheduling_patient_visit_present_on_scheduling_window_final.png?800|}} 
 + 
 + 
 + 
 ====== NOTE ====== ====== NOTE ======
-**Saving the New Appointment does not create a New Visit.** In order to create a **New Visit**, please click on the "**Enter All Patient Data**button in the **New Appointment Toolbar.**+**Saving the New Appointment does not create a New Visit.** In order to create a **New Visit**, please click on the **"Enter All Patient Data"** button in the **New Appointment Toolbar.**
  
-{{:public:gorev:step_5_enter_all_patient_data_button.png?800|}}+{{:public:gorev:step_6_scheduling_click_enter_all_patient_data_.png?800|}}
  
-Time Interval for the scheduling screen can be adjusted with the **Time Interval** button on the main scheduling ribbon 
  
-{{:public:scheduling_time_interval_button.png?nolink&600|}} 
  
-Creating a time block can be done by selecting the **Add Block** button on the main ribbon 
  
-{{:venture:scheduling_time_block.png?nolink&600|}}+====== Additional Resources ======
  
-within the create time block pop up you are able to add a recurring time block with the **Recurring Time Block Functionality**+==== GoRev Support Team ====
  
-{{:venture:repeat_time_block.png?nolink&600|}}+If you have any questions, concerns, or problems regarding the **GoRev Appointment Scheduling** process, please contact the **GoRev Support Team** by submitting an **IT Support Ticket**, by phone at **1-(317)-794-3900**, and/or by email at **[[ask@gorev.com|ask@gorev.com]]**. 
  
-With the HideBlock function the main ribbon you are able to hide/show time blocks+**Note:** Always submit an **IT Support Ticket** detailing the problem that you are experiencing with this portion of GoRev, if possible, as this will give GoRev Support Agents access to information that will help expedite the resolution of your issue. 
  
-{{:venture:scheduling_hiding_time_block.png?nolink&600|}}+If you are not sure how to submit an **IT Support Ticket** in GoRev, please see the [[public:gorev:itsupportticketcreation|GoRev IT Support Ticket Creation Tutorial]] for assistance. 
  
 [[:public:GoRev:start|Back to GoRev Guides]] [[:public:GoRev:start|Back to GoRev Guides]]
 +
  
  
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