Configuring Appointment Categories, Types, and Blocks

The ChartLogic EHR Appointment Configuration system is made to be extremely easy.

Appointments on the schedule in Connect are organized in three different ways: Categories, Types, and Blocks. Each of these organization methods has their own configuration system allowing you to customize your calendar to your needs. To get to the configuration interface, click the Configuration block in the side panel and then Scheduling in the menu.

We’ll start with categories. To edit the Categories, simply click the Edit Categories link in the lower left corner of the Appointment Categories card. This will expand the card to the traditional edit view, with fields on the left and added categories on the right.

To add a category, simply type the name of the category into the Name field, your code into the Code field, and click the Add button. If you want to edit a category, you’ll need to select the category from the list on the right, edit the fields you need, and then click the Save button. To edit a type, simply click the Edit Types link in the lower left corner of the Appointment Types card.

This will expand the card to the traditional edit view, with fields on the left and added types on the right. To add a type, simply fill out the necessary fields, and click the Add button. If you want to edit a type, you’ll need to select the type from the list on the right, edit the fields you need, and then click the Save button. To edit a block, simply click the Edit Blocks link in the lower left corner of the Appointment Blocks card.

This will expand the card to the traditional edit view, with fields on the left and added blocks on the right. To add a block, simply fill out the necessary fields, and click the Add button. If you want to edit a block, you’ll need to select the block from the list on the right, edit the fields you need, and then click the Save button.