Resources Overview and Setup

Set Up Resources

You can set up resources, such as a CT, Ultrasound team 1, X-ray, Eye examination tools, etc., to use in booking appointments and diagnostic imaging referrals.

To set up a resource:

  1. Go to Settings > Department > Resources.

  2. Select Add in the upper right-hand corner of the section.

  3. Add a name for the resource in the Name field. This information is required.

  4. Add initials for the resource in the Initials field. This information is required.

  5. In addition, you can add the following:

    • Linked modality: Select a modality you want to link the resource to. When the resource is added to a new appointment, the linked modality is automatically added to the diagnostic imaging referral. You can also set this link in the diagnostic imaging modality settings.

    • Shared departments: If multiple departments are in use, you can select which departments share this resource. This allows you to see appointments from other departments. This feature is typically used by university customers. For example, if you share a CT team for horses and small animals, each department can only edit and create their own appointments, but both can see the appointments from the other department as well as search for all free appointment slots.

    • Shared department groups: If multiple departments and department groups are in use, you can select which department groups share this resource.

  6. Select Save.

Use Resources With Diagnostic Imaging Modalities

In Settings > Integrations > Diagnostic imaging, you can add resources in the diagnostic imaging settings so that when a resource is added to a new appointment, the incoming appointment is shown on the Patient care > Diagnostic imaging page.

In the imaging modalities settings, you can link resources to modalities so that when a resource is added to a new appointment, the linked modality is automatically added to the diagnostic imaging referral. You can also set this link in the resource settings.

For more information, see Diagnostic Imaging Settings.

Schedule Shifts and and Appointments for Resources

You can schedule shifts for resources in the same way as for users. See how to schedule shifts.

In the appointment calendar, you can select resources from the filters on the left side of the calendar view and show them as columns in the calendar. You can then book appointments directly to the resources. You can also select a resource in the appointment details dialogue when booking an appointment. See how to schedule appointments to clients.

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