Organize your calendar by grouping practitioners in Power Diary.
You can set up "Groups" to group practitioners together in the calendar view by profession, or types of appointments they take, so that you can view only the practitioners included in the group when viewing the calendar.
Let's say you have an Allied Health Practice and a client calls seeking an appointment with a psychologist. Instead of having all practitioners display, you can change to the "Psychologists" group and only view these practitioners. This makes it easier to only focus on the practitioners you are interested in, and not be distracted by the others. It will also be easier for new reception staff who may not yet know what each practitioner does.
There are no limits to the number of Groups you can set up, so let your imagination run wild. In the example above, we've used groupings by profession, but it could be anything that makes sense for your business. You could set up groups such as "Works After hours", "Treats Children", "Bulk Bills" etc.
To Set Up Practitioner Groups:
- 1. Go to Settings > Team > Practitioners and select Groups from the side menu.
- 2. Select
- 3. Give your Group a name, i.e. "Psychologists".
- 4. Select the practitioners that are part of the group.
- 5. Click
To Use Practitioner Groups:
- At your Power Diary homepage (or calendar view), click the drop-down to change between practitioners and select the Group you want to display;
- That's it! The calendar will refresh and only display practitioners belonging to that Group.
- You can return to displaying all practitioners by selecting "All Practitioners".
