Assign Activities to Providers

This article helps you define which activities (services) can be scheduled for each provider. This must be done before you can schedule appointments for providers.

To perform the following procedures, open the Resource Manager.

Assign Activity to Provider

1. Select a provider in the list on the left and click the Activities Performed tab.
2. Click [Assign Activity] on the toolbar.
   Assign Activity window opens with a list of available activities.
   
3. Check the box under the “V” column, beside the activities you want the provider to perform.
4. Click Apply.

Set Default Activity for Provider

To make scheduling appointments faster, you may want to define an activity to be scheduled by default for a provider. This will allow you to skip selecting an activity when scheduling their appointments.

1. Select a provider in the list on the left and click the Activities Performed tab.
2. Click [Assign Activity] on the toolbar.
3. Check the box under the “D” column, beside the activity you want to set as the default for the provider.
   Note: Only one activity can be set as the default; checking one activity clears the checkbox for another activity already set as the default.
4. Click Apply.

Once a default activity has been defined, you can schedule an appointment by simply selecting the date and the patient, then double-clicking on the time slot under the Provider column in the Appointment Book. This avoids the extra step of selecting the activity, although you can choose a different activity for the appointment as needed.

Remove Activity from Provider

1. Select a provider in the list on the left and click the Activities Performed tab.
2. Click [Assign Activity] on the toolbar.
3. Clear the box under the “V” column, beside the activities you want to remove from the provider.
4. Click Apply.