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public:gorev:schedulinggeneralsettings [2019/10/30 16:00]
richie.pottier
public:gorev:schedulinggeneralsettings [2020/03/21 11:18] (current)
sgriffin [12 : Saving the General Settings]
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 ====== GoRev Scheduling General Settings Tutorial ====== ====== GoRev Scheduling General Settings Tutorial ======
 Welcome to the GoRev Scheduling General Settings Tutorial. In this tutorial, we will focus on the process of Defining the General Settings for the Scheduling Module in GoRev.  Welcome to the GoRev Scheduling General Settings Tutorial. In this tutorial, we will focus on the process of Defining the General Settings for the Scheduling Module in GoRev. 
 +
 +**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 Window ====== ====== 1 : Navigating to the Scheduling Window ======
 In order to customize the **General Settings** of your **GoRev Scheduling Module**, first, begin by clicking on the “**Scheduling**” button present in the **Clinic Modules** tab on the **GoRev Homepage**.  In order to customize the **General Settings** of your **GoRev Scheduling Module**, first, begin by clicking on the “**Scheduling**” button present in the **Clinic Modules** tab on the **GoRev Homepage**. 
  
-{{:public:gorev:scheduling_general_settings_gorev_homepage_updated_image.png?800|}} +{{:public:gorev:scheduling_general_settings_step_1_scheduling_button.png?950|}}
  
  
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 After the Scheduling window appears on your screen, please click on the “**Manage Settings**” button present in the **Scheduling Toolbar**.  After the Scheduling window appears on your screen, please click on the “**Manage Settings**” button present in the **Scheduling Toolbar**. 
  
-{{:public:gorev:manage_settings_button_general_settings.png?800|}} +{{:public:gorev:scheduling_general_settings_step_2_manage_settings.png?950|}}
-  +
 ====== 3 : Navigating to the General Settings Section ====== ====== 3 : Navigating to the General Settings Section ======
 At this point, the Scheduling Settings window will appear on your device. To continue, please navigate to the **General Settings** section of this window by clicking on the corresponding tab present on your screen.  At this point, the Scheduling Settings window will appear on your device. To continue, please navigate to the **General Settings** section of this window by clicking on the corresponding tab present on your screen. 
  
-{{:public:gorev:general_settings_button.png?800|}} +{{:public:gorev:scheduling_general_settings_step_3_general_settings.png?950|}}
 ====== 4 : Selecting a Default Department ====== ====== 4 : Selecting a Default Department ======
 Once the **General Settings** section becomes visible, please select a **Default Department** for your personalized Scheduling window using the **Default Department** drop-down menu in this window.  Once the **General Settings** section becomes visible, please select a **Default Department** for your personalized Scheduling window using the **Default Department** drop-down menu in this window. 
  
-{{:public:gorev:default_department_drop_down_menu.png?800|}}+{{:public:gorev:scheduling_general_settings_step_4_default_department.png?950|}}
  
 ====== 5 : Selecting a Default View ====== ====== 5 : Selecting a Default View ======
 After defining your **Default Department**, please select a **Default View** for your **GoRev Scheduling Module** by clicking on the option that you require from the **Default View** area present on your device.  After defining your **Default Department**, please select a **Default View** for your **GoRev Scheduling Module** by clicking on the option that you require from the **Default View** area present on your device. 
  
-{{:public:gorev:default_view_general_settings.png?800|}} +{{:public:gorev:scheduling_general_settings_step_5_default_view.png?950|}}
 ======= 6 : Defining a Default Calendar Time Interval ======= ======= 6 : Defining a Default Calendar Time Interval =======
 Next, please define a **Default Calendar Time Interval** for your **GoRev Scheduling Module** by clicking on the **Time Interval** that you require from the options present on your screen.  Next, please define a **Default Calendar Time Interval** for your **GoRev Scheduling Module** by clicking on the **Time Interval** that you require from the options present on your screen. 
  
-{{:public:gorev:default_calendar_time_interval_general_settings.png?800|}}+{{:public:gorev:scheduling_general_settings_step_6_default_calendar_time_interval.png?950|}}
  
  
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 Now, if you would like to **Group Appointments** in your Scheduling window by **Rooms** or by **Resources**, please click on the corresponding checkbox in the **Personal Settings** section of this window.  Now, if you would like to **Group Appointments** in your Scheduling window by **Rooms** or by **Resources**, please click on the corresponding checkbox in the **Personal Settings** section of this window. 
  
-{{:public:gorev:group_appointments_checkbox.png?800|}}+{{:public:gorev:scheduling_general_settings_step_7_group_rooms_and_resources.png?950|}}
  
 ====== 8 : Hiding Appointments From Other Departments  ====== ====== 8 : Hiding Appointments From Other Departments  ======
 On the other hand, if you do not want to see **Appointments from other Departments** in your GoRev Scheduling window, please click on the “**Hide Appointments From Other Departments**” checkbox present on your device. On the other hand, if you do not want to see **Appointments from other Departments** in your GoRev Scheduling window, please click on the “**Hide Appointments From Other Departments**” checkbox present on your device.
  
-{{:public:gorev:hide_appointments_checkbox.png?800|}}+{{:public:gorev:scheduling_general_settings_step_8_hide_appointments.png?950|}}
  
  
-====== 9 : Overriding Label Colors With Status Colors ======+====== 9 : Setting Coding Status For New Appointments  ====== 
 +Next, please select the **Coding Status** for **New Appointments** by utilizing the **"Coding Status for new appointments"** drop-down in this window.  
 + 
 +{{:public:gorev:scheduling_general_settings_step_9_coding_status_new_appts.png?950|}} 
 + 
 +====== 10 : Overriding Label Colors With Status Colors ======
 Now, in the event that you would like to **Override Label Colors with Status Colors** in your GoRev Scheduling window, please click on the corresponding checkbox present on your screen.  Now, in the event that you would like to **Override Label Colors with Status Colors** in your GoRev Scheduling window, please click on the corresponding checkbox present on your screen. 
  
-{{:public:gorev:override_checkbox.png?800|}}+{{:public:gorev:scheduling_general_settings_step_10_override_label_colors.png?950|}}
  
-====== 10 : Setting Time Interval for Diagnosis and CPT Entry Lockout ======+====== 11 : Setting Time Interval for Diagnosis and CPT Entry Lockout ======
 Lastly, if you have **Administrative Privileges** in GoRev, please set a **Systemwide Time Interval for Diagnosis and CPT Entry Lockout** using the corresponding field provided.  Lastly, if you have **Administrative Privileges** in GoRev, please set a **Systemwide Time Interval for Diagnosis and CPT Entry Lockout** using the corresponding field provided. 
  
-{{:public:gorev:lock_out_time_field.png?800|}}+{{:public:gorev:scheduling_general_settings_step_11_lock_out_time.png?950|}}
  
-====== 11 : Saving the General Settings ======+====== 12 : Saving the General Settings ======
 Once you are satisfied with the entered information, please save the **General Settings** for your **GoRev Scheduling Module** by clicking on the **Save Settings** button in this window.  Once you are satisfied with the entered information, please save the **General Settings** for your **GoRev Scheduling Module** by clicking on the **Save Settings** button in this window. 
  
-{{:public:gorev:save_settings_button_general_settings.png?800|}}+{{:public:gorev:scheduling_general_settings_step_12_save.png?950|}}
  
 ====== Additional Resources ====== ====== Additional Resources ======
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 ==== GoRev Support Team ==== ==== GoRev Support Team ====
  
-If you have any additional questions or concerns regarding the process of defining the **General Settings** for the **Scheduling Module** in GoRev, please contact the **GoRev Support Team** at **1-(832)-658-2209 )**. +If you have any questionsconcerns, or problems regarding the process of defining the **General Settings** for the **GoRev Scheduling** module, 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]]**.  
 + 
 +**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.  
 + 
 +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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