Resource Scheduling

Resource Scheduling is a legacy functionality that allows a user to setup a resource with a custom schedule. Times slots for the resource (e.g. treatment room) are available to be booked can be selected as well as Providers, Time Intervals and an Effective Date.

Once resources have been created, as long as the Bookable checkbox has been selected, they can be viewed and booked in the Scheduler.

Resource Scheduling is a legacy function and is no longer available to new clinics.

Note: Once enabled, Resource Scheduling cannot be reversed as this is an Accuro configuration setting.

Access Resource Scheduling

To be able to access Resource Scheduling you need to have this option enabled in Accuro. If you cannot see this option, please contact the person in your clinic with administrator access to Accuro.

1. Press and release the Alt button on the keyboard, click Scheduler and select Manage Resources from the list displayed. The Resource Management window is displayed.

Add a Resource

1. Press and release the Alt button on the keyboard, click Scheduler and select Manage Resources from the list displayed. The Resource Management window is displayed.
2. Click the Add button . The Add Resource window is displayed.
3. Type in the Resource Name.
4. If this is for a custom schedule click the Custom Schedule checkbox.
5. Click OK to save your changes.

Add / Edit the Management of a Resource

1. Press and release the Alt button on the keyboard, click Scheduler and select Manage Resources from the list displayed. The Resource Management window is displayed.
2. Click to select the appropriate resource.
3. If the resource is bookable, click the Bookable checkbox.
4. Click the and select the Default Provider from the list displayed.
5. Click the and select the Time Interval for the resource.
   
   If you selected the Custom Schedule when creating the resource then the options below will also be available.
6. In the Custom Schedule section click the to the right of Effective and select a date from the list displayed. If no dates are listed, click New. The default date displayed is today. If you require a different date, double-click the date field and select from the calendar displayed. Click OK to save the chosen date.
7. To build your default schedule, click the Build Default Schedule button. Click in the white window to create your schedule. Use the Add and Remove buttons to add and remove time slots, as required. The Up and Down arrow buttons can be used to re-order the times, if needed.
8. Click OK to save your resource settings.