Add and Manage Departments

This article will help you set up departments, which allow you to sub-divide your clinic’s schedule based on department. For example, you might want to have the schedule and appointments for your rehab department separate from the schedule and appointments for your spa.

Once you have created departments, you need to associate resources with them. See Create and Manage Providers The schedule for those resources can then be viewed, by department, in the appointment book. You also may want to specify the default department for each user and, optionally, restrict a user to viewing only a single department’s schedule. See Create and Manage User Accounts.

The Departments library is located in Administration Setup. You must have permissions to access this library.

To perform the following procedures, log in to Administration Setup and double-click the Departments icon.

Add a Department

1. Click [Add Department] on the toolbar.
2. Enter department Name and a short Description.
3. Click Save and Close.

Edit a Department

1. Locate and double-click on a department.
2. Make changes to the department name and description.
3. Click Save and Close.

Delete a Department

1. Locate and select a department.
2. Click [Delete Department] on the toolbar.
3. Click Yes when prompted.

Deactivate or Reactivate a Department

1. Locate and double-click on an active or inactive department.
2. Change the department’s Status to Active or Inactive.
3. Click Save and Close.