Scheduling Maintenance Menu Overview

The Scheduling Maintenance Menu contains programs used to manage files critical to operating INSight's scheduling. This includes provider codes, specialty codes, locations, reschedule codes, appointment types and appointment resources.

Tip: Additional Resources menu items are listed in the order they should be used, not as they appear on the Scheduling menu.

Directions:

To open the Scheduling Maintenance menu from the Menu Bar, click File Maintenance, and next click Scheduling Maintenance.
Keyboard shortcut: [ALT] [m] [c]
The table below describes the available options. Click the hyperlink to see detailed instructions on how to perform that operation.

Scheduling Maintenance Menu Items
Appointment Type	Allows you to maintain the types of appointments your practice uses. Keyboard shortcut: [ALT] [m] [c] [t]
Appointment Instructions	This program is reserved for future use.
Cancel Code	Allows you to maintain codes describing the types of appointment cancellations your practice uses. Keyboard shortcut: [ALT] [m] [c] [ARROW DOWN]
Location	Allows you to maintain information for every office, hospital, or place of treatment where appointments can be scheduled. Keyboard shortcut: [ALT] [m] [c] [l]
Operator	Allows you to maintain initials, full names and levels of program authorization for each person using scheduling. Keyboard shortcut: [ALT] [m] [c] [ARROW DOWN]
Override Code	Allows you to maintain codes describing the types and reasons for scheduling overlapping or conflicting appointments. Keyboard shortcut: [ALT] [m] [c] [ARROW DOWN]
Provider	Allows you to maintain scheduling information for each provider in your practice. Keyboard shortcut: [ALT] [m] [c] [v]
Provider Date	Allows you to assign provider statuses to a specific provider for a given date. Keyboard shortcut: [ALT] [m] [c] [ARROW DOWN]
Provider Status	Allow you to maintain general descriptions of provider functions and work-related activities other than seeing patients during scheduled appointments. Keyboard shortcut: [ALT] [m] [c] [ARROW DOWN]
Reschedule Code	Allows you to maintain codes describing the types and reasons for rescheduling appointments. Keyboard shortcut: [ALT] [m] [c] [ARROW DOWN]
Room	This maintenance is reserved for future use. Keyboard shortcut: [ALT] [m] [c] [o]
Specialty	Allows you to maintain codes and descriptions of the provider specialities you are scheduling appointments for. Keyboard shortcut: [ALT] [m] [c] [s]
Resources Maintenance
Resource Description	Allows you to maintain codes and descriptions for types of resources required for certain appointments, if applicable. Keyboard shortcut: [ALT] [m] [c] [d]
Appt Type Add'l Resources	Allows you to link additional resources to specific appointment types. Keyboard shortcut: [ALT] [m] [c] [a]
Resource Master	Allows you to maintain information for each individual resource used with an appointment including when the resource can be scheduled and its location. Keyboard shortcut: [ALT] [m] [c] [m]
Resource Master Clock	Allows you to fine tune the resource's availability to be scheduled and view the times the resource is currently reserved for an appointment. Keyboard shortcut: [ALT] [m] [c] [c]