Table of Contents:
Accessing the Calendar Tab
To open the calendar, click the Calendar icon on the left-hand menu.
This opens the main scheduling interface, where users can manage appointments and toggle between different calendar views and filters.
Navigating the Calendar Menu
What It Does:
The top menu bar includes key navigation tools to help manage daily and weekly appointments.
Key tools include:
Today – Jump directly to the current date.
Date Picker – Open a mini-calendar to choose another date.
Arrow Buttons – Navigate forward or backward by day or week.
Zoom In/Out – Adjust how much of the day is visible vertically.
Create – Quickly add a new appointment or block off time.
Printer Icon – Export the calendar as a CSV or print view.
Tip: Use the Appointments tab in the left menu for a List View with filter options by date, status, and type. Click Apply to enable filters.
Switching Between Day and Week Views
What It Does:
Toggle between Week View and Day View using the Week/Day button at the top of the calendar.
Week View shows all appointments for one calendar over seven days.
Day View allows the display of up to three calendars side-by-side, ideal for tracking multiple pharmacists, rooms, or services.
Viewing Multiple Calendars
What It Does:
In Day View, users can view up to three calendars at once.
How to Add Multiple Calendars:
Switch to Day View.
Click the Calendar button in the top menu.
Select up to three calendars from the dropdown.
Please Note: This feature is useful for pharmacies managing multiple consultation rooms or overlapping staff schedules.
Filtering and Searching Appointments
What It Does:
Helps display only relevant appointment types or services on the calendar.
Filtering by Type:
Click the Type dropdown.
Select the appointment type(s) to highlight on the calendar.
Searching for Keywords:
Use the Search Bar at the top.
Type keywords like “flu” or “cholesterol.”
Click a result to filter the view to only that appointment type.
For Instance: Typing “Cholesterol” will show only cholesterol-related appointments.
Resetting the Calendar View
What It Does:
Returns the calendar to its default display state.
How to Reset:
Click the Reset button at the top of the calendar.
This clears all filters, search terms, and calendar selections. You can then reselect calendar views or filters as needed.
Notes:
The calendar is designed to help pharmacy teams manage appointments more effectively across rooms, services, and providers.
Day View and filtering options provide flexibility for various pharmacy workflows.