This article will explain how to use the Smart Scheduler.

First, select the Smart Scheduler option from the calendar drop-down.  (Be sure Schedule Views is high-lighted blue.)

This view is similar to the Resource Day View.  The green lines on the calendar represent that users availability.  If you do not see the Green Line for any Users, that means their availability has not been entered on their Staff Member record.

To open the Smart Scheduler search, please select the Smart Search button on the top left-hand side of the calendar.

Next, the smart search pop-up will open.  (Please be sure your pop-up blocker is turned off in your browser settings.)

1) Student - Start typing the Student's Name into the Student field.

2) Date - Enter the Date you want to schedule or the start date of a recurrence.

3) Check off the Recurrence checkbox, if you need to schedule multiple appointments at once. (the second pic below explains how to schedule a recurring appointment)

4) Distance (Miles) Use this to keep the Staff within a set number of miles from their home address on the Staff Member record.

5) Confine to Assigned Therapist checkbox - This will limit your search to only Staff that are listed on the main Student record as an Assigned Therapist.

6) Match Student/Staff Member Locations checkbox - This will limit the Search to locations assigned to the Student and the Staff Member.

7) Start Time - Use this field to set the Start time to a specific time of day.

8) Duration (minutes) - Use this field to set the duration needed for the appointment

9) Credentials - Use this multi-select picklist to add filters from the Staff member record to grab the best therapist for the case.  Any filters you want to add will need to be moved over to the Selected box by using the little arrow faced to the right.  You can select one filter or multiple filters and if you move one over by mistake, highlight it and select the left facing arrow to move it back to the Available box.

Here are the steps for setting it up as a recurrence.

1) Check off the Recurrence checkbox and several additional fields will appear.

2) Every - Set this to the number 1 for every week or the number 2 for every other week and so on.

3) Change the box to the right of Every to Week(s)

4) Select the days of week you wish to schedule.

5) From - The start date of the recurrence

6) The drop-down to the right: For = enter a set number of visits to schedule. Until = enter the end date of the recurrence from the calendar button.  (The system only allows for up to 99 appointments in one pattern)

7) Generate the list of appointments - Select the Generate button and the list of appointments it will schedule will be populated in the box to the left of the button.  (Note: You cannot remove specific dates from the list)

Select the Search button at the bottom of the pop-up window and the following page will open to the right with the results.  Select the therapist name and that will open up the Appointment edit page for you to finish setting up the appointment.