Scheduling Operator Maintenance

Use Scheduling Operator Maintenance to maintain identification codes assigned to each person authorized to work in Scheduling.  In addition, you can maintain passwords for each operator to control who has access to the various parts of Scheduling.  For example, you may want to allow all operators to schedule appointments and view patient appointments.  And, for security, you may want to assign canceling or forcing passwords to restrict which operators can cancel or force appointments in the schedule.

Tip:  For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening Scheduling Operator Maintenance, click More.

   

  • Click File Maintenance from the Menu Bar, and next click Scheduling Maintenance; then click Operator.

  • Or, use the keyboard shortcut:  [ALT] [m] [c] [ARROW DOWN].

   

• Creating a new scheduling operator, click More.

   

  To create a new record choose one of these methods:

  • Enter the new Operator ID and click Retrieve , or press [ENTER] if the button is in focus.
    Keyboard shortcut:  [ALT + t]

  • Or, enter the new Operator ID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new operator, New  displays near the Operator ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  Operator Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Operator ID	Enter the unique code to be assigned to the operator using scheduling. (up to 4 characters) Required.
  	To update the new or changed information, click Save or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing operator IDs, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing Operator, enter the Operator ID and click Retrieve, or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + t]
  Operator Initials	Enter the initials of the operator.  (up to 3 characters)
  Operator Name	Enter the full name of the operator, if applicable. (up to 40 characters)
  Alt. Search	Enter the alternate or abbreviated name to be used when searching. (up to 8 characters)
  Passwords
  Scheduling	Enter the password this operator will use each time they schedule an appointment. (up to 8 characters)
  Cancelling	Enter the password this operator will use each time they cancel an appointment. (up to 8 characters)
  Forcing	Enter the password this operator will use each time they force an appointment into the schedule. (up to 8 characters)
  Overriding	Enter the password this operator will use each time they schedule an appointment requiring an override. (up to 8 characters)
  Amending	Enter the password this operator will use each time they amend the schedule. (up to 8 characters)

• Editing an existing scheduling operator, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Operator ID and click Retrieve , or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Operator ID, you can click Search  to see a list of Operators.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + s]

   

• Deleting an existing scheduling operator, click More.

  1.  To display the record to be deleted, enter the Operator ID and click Retrieve , or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Operator ID, you can click Search  to see a list of Operators.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
  
  Example:
  
  
  
  Note:  After you click Proceed, you will see the following message on the Status Bar.