Opening a Doctor’s Appointment Calendar

Overview

The Build Location Schedule utility creates and activates a physician’s appointment schedule for a selected location and date range.

Use this process when:

• A physician’s future calendar has not yet been opened.
• Appointment dates appear unavailable.
• The schedule shows days on which no physician is scheduled to work.
• A new physician or location is being prepared for appointment booking.

Important: Review the physician’s current schedule before generating new schedule entries.

Step 1: Select the Calendar Parameters

Go to Doctors → Location Schedule.

1. Open the Calendar Parameters tab.
2. Enter the Start Date for the schedule.
3. Enter the End Date.
         Select the applicable Region, when required.
4. Select the Location where the physician will be working.
5. Select the Doctor whose calendar you want to open.
6. Click Current Schedule.

Fields marked with an asterisk are required.

The date range should cover the period you want to review or make available for appointment booking.

Step 2: Review the Current Schedule

See Image 2.

The Schedule tab displays the physician’s current location schedule in a calendar format.

Review the displayed dates carefully:

• A scheduled day shows the location and working hours, such as DO-NP (9am–7pm).
• An empty day indicates that no physician has been scheduled to work on that date.
• Use the calendar to identify missing dates before generating the schedule.

This review helps confirm which days are already scheduled and which dates still need to be opened.

Step 3: Generate the Location Schedule

See Image 3.

1. Return to the Calendar Parameters tab.
2. Confirm that the correct date range, location, and physician are selected.
3. Click Generate.
4. Open the Schedule tab to review the generated calendar.

HYPEMedical will build the location schedule using the selected calendar parameters.

Generating a schedule creates the schedule entries, but the entries must still be placed into the appropriate status before the calendar is ready for appointment booking.

Step 4: Change the Schedule Status to Booked

See Image 4.

1. Scroll to the bottom of the generated schedule.
2. Click Change All Statuses.
3. Under Change All Statuses To, select Booked.
4. Click Go.

The generated schedule entries will be changed to Booked, making the applicable dates available for appointment booking.

You may also click Download Schedule As PDF to save or print a copy of the physician’s location schedule.

Verify the Calendar

After completing the process:

1. Open the physician’s appointment calendar.
2. Navigate to several dates within the generated range.
3. Confirm that the physician’s working hours are displayed.
4. Confirm that appointments can be created during the available times.
5. Check that the correct location is associated with the schedule.

If dates remain unavailable, return to Build Location Schedule and confirm that the correct physician, location, date range, and status were selected.

Summary

To open a physician’s calendar:

Select the calendar parameters → Review the current schedule → Generate the schedule → Change all statuses to Booked → Verify the appointment calendar.