On the upper left side of the calendar is a button that allows the user to control certain display and

usage aspects of the schedule. Note that these are personal settings and do not apply to the other users in the practice. This is also available via the Custom Links / Settings in the sidebar. The following

options are available:

· Show Comments On Home Page Calendar – Check this option if you would like any comments on an appointment to be displayed on the home page calendar.

· Display Associated Record Counts – This will display the number of sessions, time tracking and expense tracking records linked to the appointment on the calendar. These are displayed at the end of the appointment with just numbers. For example, 1/0/2 means there are one session, zero time tracking and two expense tracking records. These fields may also be used in the Appointments lists and corresponding reports.

· Enable Appointment Drag/Drop – Check this option to allow for appointments to be dragged and dropped onto new dates and times. Some users like to disable this option as they find themselves accidentally moving appointments. Note: recurring appointments cannot be dragged & dropped unless Enable Recurring Appointment Drag/Drop is selected. Recurring appointments may still be edited; however, changes only effect the existing appointments and not the other appointments in the recurrence pattern.

· Enable Recurring Appointment Drag/Drop – Check this option to allow for recurring appointments to be dragged and dropped on to new dates and times. Please note that only the current appointment will be affected. All other appointments in the recurrence pattern will remain unchanged.

· Show Weekends – Check this option to display Saturday and Sunday on the calendar.

· Schedule Slot Increments – Select the time increments that should be used in the Day and Resource Day views. The less the increments, the more detail that is displayed, however, this also will increase the amount of scrolling required.

· View Start Time Hour – Enter the start time that is displayed on the calendar for the Day and Resource Day views. It is highly recommended that this be set to the earliest time that you schedule appointments for. Otherwise, the appointment may not show up in the calendar. The default is 8:00 AM, but can be changed if requested.

· View End Time Hour – Enter the end time that is displayed on the calendar for the Day and Resource Day views. It is highly recommended that this be set to the latest time that you schedule appointments for. Otherwise, the appointment may not show up in the calendar. The default is 6:00 PM, but can be changed if requested.

· Display Canceled Appointments on Calendar – Check this option if appointments with a status of Canceled should still be displayed on the calendar. If checked, the canceled appointments will be shown with a strikethrough on the text.

· Day/Week View Group By Resources – If checked appointments are grouped by assigned on the standard day and week views.

· Display Time Zone Selector – If checked, the time zone selector will be displayed on the calendar and on the new/edit appointment page.

· Default Time Zone – Only applicable if Display Time Zone Selector is checked. This is the default

time zone that will be used to display the calendar and for new appointments. The user’s current time zone is indicated by a * at the end. Please note that the time shown when viewing an appointment and/or session will always be based on the time zone from your user record, not the schedule settings.

· Email Notification for New Appointments – Check this option if an appointment notification email should be sent every time a new appointment is created where you are the Assigned To.

· Email Notification for Changed Appointments – Check this option if an appointment notification email should be sent every time an appointment is changed where you are the Assigned To. Specifically, if any of the following is changed a notification will be generated:

o Start Date o Start Time o Duration

o Status

o Assigned To

· Default Location – Select the default location for new appointments. Note that the default location on the appointment type will override the user setting.