1. Pause Before Starting
2. Open Appointments Window
To start, to create your shifts, you're going to go into your appointments window. From here, you're going to turn on
3. Activate Shifts Toggle
The view shifts toggle.
4. Select Shift Start Time
Next, you're going to select the start time for your shift. It will open in the create shift window.
5. Select Shift End Time
From here, you're going to select the end time of your shift.
6. Choose Shift Start Hour
Choose the hour for the shift start time.
7. Open Time Period Menu
Open the time period menu to select AM or PM.
8. Select Time Period
Select the time period for the shift start time.
9. Open Shift Repeat Dropdown
Open the dropdown menu to set how often the shift repeats.
10. Set Shift Repeat Frequency
You can select from the drop down menu how frequently this shift repeats. If it's a one-off shift, select does not repeat. If it repeats more frequently, you have the options of repeat daily, repeat monthly, repeat weekly, or repeat indefinitely.
11. Define Appointment Type Rules
Next, you're going to set the appointment type rules for your shift.
12. Choose Appointment Types
From the drop-down menu of your created appointment types, you will select which appointment types are available during this shift. You can select as many or as few of appointment types you would like.
13. Confirm Shift Creation
Once you've selected your appointment type rules and you're ready to create your shift, select the create shift button.
14. Complete Shift Creation
Congratulations, you've completed creating a shift.
15. Open Settings Menu
Click the tune icon to open settings.
16. Pause Before Practitioner Setup
Remember
17. Verify Practitioner Shift Feature
To create shifts, you have to make sure your practitioner has the use shift feature available in their availability.
18. Access Appointment Settings
This can be set up under appointment settings and under the doctor's practitioners heading. To
19. Enable Use Shifts Feature
Enable the use of shifts. You'll select the doctors practitioners category, scroll down to the provider, and to use the shift feature, make sure that the use shifts is turned on.
20. Save Shift Feature Settings
Then you're going to make sure this feature is saved.
You have successfully created and configured shifts, including setting appointment types and enabling the shift feature for practitioners. Next, you can manage your shifts or customize appointment settings further.