Managing Calendars

Managing Calendars

MANAGING CALENDARS

Overview




What is this?
Why is it Important?
There are several areas to view calendar items: Calendly, CareTrax and Google. It is critical to understand that  the "master calendar" for patient scheduling and appointments Calendly. Calendly is a market leading 3rd party tool that is embedded in CareTrax and integral to overall operations. All patient appointments start in Calendly. This in-turn pushes the appointment info to the CareTrax Calendar, the Google Calendar and to any Encounter records.Understanding that all patient related Calendar events are created, modified and canceled in Calendly first and foremost, and that the other two calendars should be considered "read only" for the purposes of patient appointment scheduling is the key to running the patient schedule smoothly and without issues.


Process Flow - How the 3-in-1 Calendar Works





Video Demonstration