Defining Resources

In this section of the Building a Business Calendar for a Clinic scenario, you will use the Define Resources screen to define clinic resources.

Note

NOTE: Press the F1 key at any time to access help for the current application screen. Each screen's help topic explains the screen's function and describes its content.

Complete the following steps to perform this scenario:

To begin this scenario: The Build Clinic Calendar screen should be displayed and business hours should be defined for the clinic for which you will be defining resources. For more information see the Display the Build Clinic Calendar Screen and Defining Business Hours scenarios.

1.        On the Calendar menu, click Resources. The Define Resources screen displays.

2.        Click Add. The Resource screen displays.

3.        Enter the Name of the resource.

Note

NOTE: Base your choice of name for each clinic resource on job title, rather than using a particular individual's name because job turnover would render a resource named Dr. Dana Marble, for example, useless. Here are a few simple suggestions to start you thinking:

[Job Title] - [Suggested Names]

  • Front Desk / Reception Staff - ClinicStaff01, ClinicStaff02, ClinicStaff03, and so on

  • Nutritionist - Nutritionist01, Nutritionist02, Nutritionist03, and so on

  • Competent Professional Authority - CPA1, CPA2, CPA3, and so on

4.        Click OK. The Define Resources screen displays.

5.        Click Close.

Repeat the process, as necessary, until all resources that serve appointments or teach classes for a clinic have been added.

Note

NOTE: Resources are not specific to a particular clinic. Once a resource has been added, a resource schedule will need to be created for a particular clinic before that clinic will have access to the resource. For more information about creating resource schedules, see the Defining Resource Schedules scenario.

Congratulations! You've defined a clinic resource.

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Software Version: 2.40.00

Central Administrative Site