How Does Adit's Schedule Integrate with CrystalPM

How Does Adit's Schedule Integrate with CrystalPM

What information does Adit read from my Schedule in CrystalPM?
Booked Appointments
Blockouts
[More Information Coming Soon]
Employee Hours on an Ongoing Schedule (Provider Business Hours)
In CrystalPM, you can configure an "ongoing" employee schedule which allows you to create a set schedule for the provider on a weekly basis. 







InfoIn Adit we consider this as “Provider Hours”.  This will only be considered if online scheduling is enabled and you have selected "Provider Hours" in your availability formula

To learn how to set up an ongoing employee schedule in CrystalPM, Click Here.
Employee Hours For One Day (Provider Custom Hours)
In CrystalPM, you can also configure an employee schedule to be applied on a day-to-day basis. This will be more tedious but allows for a customized schedule.

Info
In Adit we consider this as “Provider Hours”.  This will only be considered if online scheduling is enabled and you have selected "Provider Hours" in your availability formula

To learn how to set up Single Day Employee Hours in CrystalPM, Click Here.
Schedule Templates (Availabilities)

Schedule Templates are blocks of time when a doctor is available for patients book appointments. Appointment slots allow advanced customization and can let Providers set what type of appointments they want to accept during those timeframes.  For example, if a Provider wants to focus on New Patient Exams in the morning, they can set their schedule template to only accept “New Patient” appointments. 


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In Adit, we consider "Schedule Templates" as "Availabilities".
Schedule Templates will only be considered in Online Scheduling if it is enabled in your availability formula.
To learn how Schedule Templates work in CrystalPM, you can:
click here to watch a video

What information writes back to my management system?

This chart illustrates what information can be managed directly within Adit's Schedule


Create
Edit
Delete
Write Back into CrystalPM
Appointments
Blockouts
Availabilities (Schedule Templates)

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Learn more about how to create appointments, blockouts, and availabilities in the schedule

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