edgeMED Help Center > Practice Management > Scheduler

Manage scheduler resources.

In the Scheduler section, resources are people and/or rooms to which an appointment is assigned. Providers, nursing staff, and lab technicians are person resources. Exam rooms, lab or x-ray rooms, and telehealth "virtual" rooms are material resources. Specialized equipment may also be assigned as material resources, such as MRI machines or CT scanners.

Access Scheduler Resource Setup


Click Utilities icon at upper right corner. Next, click Company Setup from the left side menu.

Select a topic below or scroll through the page for all content.

Add person resource

Add material resource

Remove person resource

Remove material resource

Arrange person resources types

Arrange material resource
 

Add Person Resources

From the Company Setup menu, click Person Resources. Next, click + New Person Resource at the upper right.


From the Company Setup menu, click Person Resources. Next, click + New Person Resource at the upper right.

 
Choose the Resource Type from the dropdown: Provider/Doctor, Nursing Staff, or Technician. Next, select the person (located underneath Resource Type) linked to this resource. The person must be a provider or staff user on your edgeMED account, however, they do not need to access edgeMED in order to be set up as a person resource.Update the Full Name and Short Name for the resource as desired.If your practice is using Patient Reminders, make sure that Enable Reminders is selected so that patient reminders will process for appointments with this person resource.If your practice is checking patient eligibility, make sure to fill out all of the Eligibility fields for the person resource.Choose the colors for the resource. These are the colors that will display on the calendar when the Resource color scheme is selected. BG stands for Background Color and is the main color on the appointment. FG stands for Foreground Color and is the text color on the appointment. A preview of the color will be shown for each status.


Choose the Resource Type from the dropdown: Provider/Doctor, Nursing Staff, or Technician.

Next, select the person (located underneath Resource Type) linked to this resource. The person must be a provider or staff user on your edgeMED account, however, they do not need to access edgeMED in order to be set up as a person resource.

Update the Full Name and Short Name for the resource as desired.

If your practice is using Patient Reminders, make sure that Enable Reminders is selected so that patient reminders will process for appointments with this person resource.

If your practice is checking patient eligibility, make sure to fill out all of the Eligibility fields for the person resource.

Choose the colors for the resource. These are the colors that will display on the calendar when the Resource color scheme is selected. BG stands for Background Color and is the main color on the appointment. FG stands for Foreground Color and is the text color on the appointment. A preview of the color will be shown for each status.

Tip: avoid light grays and pale colors that may be hard to see against the appointment calendar background.
Configure the Locations for this person resource. For each location that this resource should be available for, select the Checkbox to the left of the location name. Click the Checkbox to the right of the location to make it the default location for appointments with this provider.


Configure the Locations for this person resource. For each location that this resource should be available for, select the Checkbox to the left of the location name. Click the Checkbox to the right of the location to make it the default location for appointments with this provider.

 

Remove Person Resources

From the Company Setup menu, click Person Resources. Next, click the Name of the person resource to remove. This will display the details of Person Resource you selected and you can click Delete.


From the Company Setup menu, click Person Resources. Next, click the Name of the person resource to remove. This will display the details of Person Resource you selected and you can click Delete.

Arrange Person Resources

From the Company Setup menu, click Person Resources. Use the arrows to the left of the resource name to reorder the list. This is the order that the resources will display on the appointment calendar, availability calendar, and in the dropdown when scheduling an appointment. When done, click Save Sequence to update the list order.


From the Company Setup menu, click Person Resources. Use the arrows to the left of the resource name to reorder the list. This is the order that the resources will display on the appointment calendar, availability calendar, and in the dropdown when scheduling an appointment. When done, click Save Sequence to update the list order.

Add Material Resources

From the Company Setup menu, click Material Resources. Next, click + New Material Resource located in upper right corner.


From the Company Setup menu, click Material Resources. Next, click + New Material Resource located in upper right corner.

 
Choose the Master Material Resource Type from the dropdown: Examination Room, Lab, X-Ray, Office, Virtual Room. These types are interchangeable, and only distinct for description purposes, except for the Virtual Room, which includes additional details for telehealth appointments.Next, enter the Name for the material resource.


Choose the Master Material Resource Type from the dropdown: Examination Room, Lab, X-Ray, Office, Virtual Room. These types are interchangeable, and only distinct for description purposes, except for the Virtual Room, which includes additional details for telehealth appointments.

Next, enter the Name for the material resource.

 
If the material resource is a Virtual Room, add the Meeting URL for the virtual appointment room.


If the material resource is a Virtual Room, add the Meeting URL for the virtual appointment room.

 
Choose the colors for the resource. These are the colors that will display on the calendar when the Resource color scheme is selected. BG stands for Background Color and is the main color on the appointment. FG stands for Foreground Color and is the text color on the appointment. A preview of the color will be shown for each status.


Choose the colors for the resource. These are the colors that will display on the calendar when the Resource color scheme is selected. BG stands for Background Color and is the main color on the appointment. FG stands for Foreground Color and is the text color on the appointment. A preview of the color will be shown for each status.

Tip: avoid light grays and pale colors that may be hard to see against the appointment calendar background.

Next, configure the Preferred Locations for this material resource. For each location that this resource should be available for, select the Checkbox to the left of the location name. Click the Checkbox to the right of the location to make it the default location for appointments with this resource.

Remove Material Resources

From the Company Setup menu, click Material Resources. Next, click the name of the material resource to remove. This will display the details of Material Resource you selected and you can click Delete.


From the Company Setup menu, click Material Resources. Next, click the name of the material resource to remove. This will display the details of Material Resource you selected and you can click Delete.

Arrange Material Resources

From the Company Setup menu, click Material Resources. Use the arrows to the left of the resource name to reorder the list. This is the order that the resources will display on the appointment calendar, availability calendar, and in the dropdown when scheduling an appointment. When done, click Save Sequence to update the list order.


From the Company Setup menu, click Material Resources. Use the arrows to the left of the resource name to reorder the list. This is the order that the resources will display on the appointment calendar, availability calendar, and in the dropdown when scheduling an appointment. When done, click Save Sequence to update the list order.