CREATING EXCEPTIONS

GO TO

Administration → Resource Management → Resource Setup
NOTE: You can create exceptions easily in scheduler view as well

STEPS

1. Select the provider’s name
2. Go to the schedule tab
3. Click on ‘Schedule Exception’ (far right)
4. Add your location and exception type
5. Click ‘Make New Exception.’ Once you input the date and time field, this will then create the exception on the provider schedule.

GO TO

To create a practice wide exception, go to:
Administration → Resource Management → Resource Setup

STEPS

1. Add your location, exception type and ‘Make New Exception’
2. Once you input the date and time field, this will then create the exception on ALL provider schedules

This can easily be removed by going to the same area as it was created:

• Click on ‘View Exceptions’
• Click ‘Delete’ and ‘Okay,’ which will then update the template to reflect its original state