Scheduling Resource Master Maintenance

Use Scheduling Resource Master Maintenance to maintain information for each individual resource your practice uses with an appointment.  A resource can be an employee, nurse, physician assistant or a piece of equipment needed to perform a procedure.  During Resource Master Maintenance you can maintain a description of the individual resource, when the resource can be scheduled and how the resource can be used with the appointment.  

Tips:  

• You maintain the general descriptions or categories of resources during Resource Description Maintenance and you maintain the individual resource during Resource Master Maintenance.  For example, your practice may have several nurses to assist with appointments.  During Resource Description Maintenance you can maintain a Resource Description ID for Nurse that you can assign at a later time to the Appointment Type.  During Resource Master Maintenance you maintain the individual nurse resources including when they are available in the schedule.

• For more information about resources, see Scheduling Appointment Resources Overview.

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

Directions:

To see directions for...

• Opening Scheduling Resource Master Maintenance, click More.

   

  • Or, click File Maintenance from the Menu Bar, and next click Scheduling Maintenance; then click Resource Master Maintenance.

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

   

• Creating a new Scheduling Resource Master, click More.

   

  To create a new record choose one of these methods:

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

  • Or, enter the new Resource Master 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 Resource Master, New  displays near the Resource Master ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  Scheduling Resource Master Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Resource Master ID	Enter the unique identification assigned to the specific resource.  (up to 6 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 Resources, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing Resource, enter the Resource Master ID and click Retrieve, or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + t]
  Resource Master Name	Enter the full name of the specific resource. (up to 40 characters)
  Alternate Search Name	Enter the alternate name to use to search for the resource. (up to 8 characters)
  Resource Description ID	Enter the predefined Resource Description ID. (up to 6 characters) Notes:   To search for a Resource Description ID, click Search or press [CTRL + f]. To create a new Resource Description ID, click Fast Maintenance or press [CTRL + o].
  Resource Description	Displays for your reference the Resource Description maintained during Resource Description Maintenance.
  Location ID	Enter the predefined Location Code, if applicable. (up to 2 characters) Notes:   If this is a floating resource that is not attached to a particular location, you do not have to designate a location.  If the resource is fixed at a particular location for example, an MRI machine, the location should be designated. To search for a Location Code, click Search or press [CTRL + f].
  Room ID	Please leave blank.  This field is reserved fur future use.
  Is this Resource Active?	If the resource is active, click Y(es) in the drop-down list. If the resource is not active currently, click N(o) in the drop-down list.
  Shift 1 Note:  INSight Scheduling allows you to maintain 2 shifts daily, if applicable.  For each shift you maintain, individually set the fields Monday Start Time through Friday End Time.
  Monday Start Time	Enter the start time the resource is available for Monday. (hh:mm, military time)
  Monday End Time	Enter the ending time the resource is available for Monday. (hh:mm, military time)
  Tuesday Start Time	Enter the start time the resource is available for Tuesday. (hh:mm, military time)
  Tuesday End Time	Enter the ending time the resource is available on Tuesday. (hh:mm, military time)
  Wednesday Start Time	Enter the start time the resource is available on Wednesday. (hh:mm, military time)
  Wednesday End Time	Enter the end time the resource is available on Wednesday. (hh:mm)
  Thursday Start Time	Enter the start time the resource is available on Thursday. (hh:mm, military time)
  Thursday End Time	Enter the end time the resource is available on Thursday. (hh:mm, military time)
  Friday Start Time	Enter the start time the resource is available on Friday. (hh:mm, military time)
  Friday End Time	Enter the end time the resource is available on Friday. (hh:mm, military time)

   

• Editing an existing Scheduling Resource Master, click More.

   

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

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

  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 Resource Master, click More.

   

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

  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.