The Calendar Events section allows users to view the Practice Schedule in a list form and to perform bulk actions on both billable and non billable events. Please note, time-off is not listed in this section.

To view the Calendar Events section:

1. Navigate to the Practice module and select Calendar Events under the “Scheduling” section
2. The options on the top of the screen are to filter the list by Event Date (the user is limited to a 90 day date range), Patient, and/or Employee.

• There is also a “Filter…” field on the right-hand side. Users can type in the field to filter the screen or select the calendar icon for the “Calendar Event Filter” pop-up.
• There are no drop-downs for the Patient, Employee, and Billing Source fields. Users must type in data to search.

3. To bulk complete events, select the checkbox and click Complete.

• If events are selected that do not have the “Ready to Complete” status (right-hand column), the system will disregard those events.

4. Other bulk actions depend on the current status of the event (right-hand column) and will be grayed out if unusable.

• The billable status indicator shows which events are billable (green) and non-billable (gray).