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Add a Specialist Schedule in Manage

Description

A specialist may not appear as available in the Scheduler because no schedule has been configured for them in Manage 11.

This usually occurs when the Specialist Schedule is not created or the “Use specialist schedule” option is not enabled in the specialist settings.

Steps to Follow

Follow the steps below to create or configure a Specialist Schedule:

  1. Navigate to Specialist Settings
  • Go to Environment Settings.
  • Select Scheduler Settings.
  • Click Specialist.
  1. Edit the Specialist
  • Select the specialist from the list.
  • Click Edit.
  1. Enable Specialist Schedule
  • In the Edit General or Create Specialist dialog, ensure that Use specialist schedule is enabled.
  1. Add a Schedule
  • Click the Schedule tab.
  • Select + SCHEDULE.
  1. Configure Schedule Details
  • Select the Location.
  • Set the Start Date.
  • Toggle the desired days of the week (e.g., Monday, Tuesday).
  1. Add Time Slots
  • Click + TIMESLOT.
  • Set the start and end time for the appointment slot.
  • Select the applicable Appointment Reasons.
  1. Save the Schedule
  • Click Save to apply the changes.

Expected Outcome

After completing these steps:

  • The specialist will have an active schedule assigned.
  • The specialist’s available time slots will appear in the Scheduler.
  • Users will be able to book appointments with the specialist during the configured time slots.

Escalation Criteria

Escalate the issue to second-level support if:

  • The specialist schedule cannot be created or saved.
  • The specialist does not appear in the Scheduler after creating the schedule.
  • The system shows errors when adding time slots or selecting appointment reasons.

For escalation, provide:

  • Environment name
  • Specialist name
  • Screenshot of the specialist schedule configuration
  • Steps already attempted
  • Any error messages encountered

Additional Notes

  • Ensure the correct location and appointment reasons are configured before creating the schedule.
  • If the schedule does not appear immediately in the Scheduler, try refreshing the page or reopening the Scheduler.
  • Administrators are typically required to configure specialist schedules.