Overview
The Scheduler User Specialty Tags feature helps streamline scheduling by allowing you to filter users in the Scheduler based on their specialty, location, and/or user group. This makes it easier to find and schedule with the right providers quickly and efficiently.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
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Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- Tag Pick List
- …Payer Tags
- ...Client Billing Tags
- ...Client Pronoun Tags
- ...Client Tags
- Tags – General Usage Throughout the System
- ...Note Billing Tags
- ...SAL General Tags
- ...SAL Tracking Tags
Step-by-Step Instructions
Step 1: Navigating to the Scheduler
Before we can begin assigning specialty tags to users, you must first set them up in the Pick List Management.
Go to:
Administration > Pick List Management
Search for "tag" in the search bar and then select the Tags category.
Under the Tag Category column, when creating a new tag, select User Specialties. Be sure to Save after every change. Exit and Refresh Picklists under the Utilities menu.
Step 2: Assigning Tags to Users
Once all User Specialty Tags have been created, they can be assigned to individual users. This ensures that each provider is properly categorized for accurate filtering when utilizing the Scheduler.
From the top navigation menu, go to:
Administration > User Management > User Personnel Folder
To assign or modify specialty tags, select a user from the list to open their personnel folder. On the User Details tab, the user tags can be viewed and modified on the right side of the screen. Any tags assigned under the Specialties section will determine how the user can be filtered in the Scheduler based on those selections.
Step 3: Navigating to the Scheduler and Searching By Specialty Tags
Now we can begin searching for users in the Scheduler based on their Specialty Tags.
From the top navigation menu, go to:
Utilities > SAL > Scheduler
In the search panel on the left, select the Specialties tab and filter for Tags. This will allow you to check specific specialties and search for them.
Once all specialties have been selected, click OK.
Next, click the View User List button to proceed with the search. Any users that meet any of the selected criteria will be listed in the bottom portion of the search panel.
In addition to specialties, locations can be searched as well. Searching for locations and user group will function as an ‘or statement’, meaning it will search for users that meets one or more selected criteria.
Once you have made your selections, hit the Apply Filter button on the top left to apply the filter criteria. Selecting Clear Selection will clear the filter.
If multiple users have been selected, make sure to press the + (zoom in) button on the bottom right of the scheduler calendar to bring the selected user calendars into view.
At the top of the scheduler, you can adjust the Time Scale, Calendar Refresh, and work week view. You can also check Hide Cancellations if preferred.
Now you can begin scheduling for the selected users based on their specialty user tags.