Staff Weekly Schedule

Generate a staff weekly schedule of un-posted appointments at a selected site for a specified date range.

• Staff member availability is maintained in the Staff Members Hours and Exceptions form. 

1. Go to: Avatar PM > Appointment Scheduling > Scheduling Reports > Staff Reports
2. Enter the Site Name or ID# to be included in the report, select Search, and choose the appropriate site from the drop down list.
   • Site names are maintained in the Site Registration form.
3. Select whether to include Individual or All Practitioners in the report. 
   • Any staff members assigned to the site may be included.
   • If Individual is selected, enter the Practitioner Name or ID#, select Search, and select the appropriate Practitioner from the drop down list.
4. In the Week Of field, enter any day of the week (Sunday through Saturday) to run the weekly report for.
   • If Sunday is entered, the report runs from that day forward. If Saturday is entered, the report runs from that day back.
5. Select whether or not to Display Cancelled Appointments in the report.
6. Select Process to generate the report. The shaded areas of the report designate the times when the staff member is not available. 

► Registry Settings

• Enable Site Filter by User in Scheduling Reports

► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.

• myAvatar NX Test Script - PM - Staff Weekly Schedule.docx