Scheduling & Calendar Setup

Learn how to set up calendars and manage appointments to keep your schedule organized and efficient.

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Scheduling & Calendar Setup

Configure Notification Settings

Use this section to manage how appointment notifications are configured. You can set defaults for new appointments, appointment reminders, and other notification types—or turn the … Read more

Create and Manage Calendar Sessions

Sessions are predefined time blocks used to schedule appointments in calendars. They can also include billing values by linking one or more billing items, which … Read more

Create and Manage Calendar Shifts

Shifts define availability within calendars and are essential for scheduling appointments with providers, rooms, and equipment. They allow you to build weekly work schedules – … Read more

Create and Manage Calendars

Calendars are a core component of scheduling in CaseRM – appointments cannot be booked without an active calendar. Calendars can be created for team members, … Read more

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