It is sometimes helpful to associate a particular color with an item on the My Sal Calendar so it is easy to distinguish different items, places or users.
Tabs & Instructions:
There are five areas available to color code the calendar:
- Billing Codes
System Setting (-287) CALENDAR Set Appointment Colors
In the Your Value section, indicate one of the following options: BILLINGCODE, USER, LOCATION, ROOM, or STATUS.
*You can’t set the color for more than one option. PIMSY will only allow for A, B, C or D to be selected*
A) BILLINGCODES - go to Billing Codes under the Financial menu. Each billing code has a column labeled Color. Select the color you wish to show up on the calendar for each code. We recommend bulking the colors together (example: assessments one color, therapy another, etc).
B) USER – from the user personnel folder, beside the Preferences button, there is a drop-down box to select the color you want for the user's calendar appointments. This will be the color that will appear on the calendar for that user.
C) LOCATION – from the Organization Management screen, select the Location tab where there is a drop-down for Color. If you select this option, when you make an appointment for this location, this will be the color that shows up on the calendar.
D) ROOM – within the Locations tab, if rooms have been added to the locations, you can select to add a color to a room. If an appointment is scheduled by a room, that color will then show up on the calendar.
E) STATUS - go to Pick List Management and select the Status tab. For the category Appointment (see drop-down box), click in the Status Color field to select a color for that appointment status. Example: select Late in the Name column and select a color in the Status Color column. Only Appointment status can have an assigned color.
At the ABC Therapeutic company, Jim, the PIMSY administrator, has been asked by the clinicians to color code the calendar so it is easier for them to distinguish quickly at a glance what type of appointment they have scheduled. Jim uses the Color Coding feature by billing code to assign each code type a specific color. When the clinicians view their calendar, all blue appointments are Assessments, green appointments are Group, and pink are Outpatient Therapy. If they have a purple appointment, that represents Clinical Supervision.
If you cannot find what you need in this article, please contact Support (email) or call 877.334.8512 ext. 3.