Sensei Cloud provides you with the option to view the scheduled appointments in a Practice Location for an entire month at a time from the Schedule or Diary (Location or All Locations > Schedule / Diary).
The Month View allows you to take a quick look at every date and time in the selected month and review which date and time slots are open, closed, booked, double-booked, or fully booked. Each date in the month is displayed on the top in a horizontal line, and the times are displayed on the left in a vertical panel.
To view a specific month in the Schedule or Diary:
- In the upper right section of the screen, select Month View.
- Use the arrows next to the [Month] [Year] at the top of the screen to change the selected month. The schedule / diary view is updated to display every day in the selected month all on the same screen.
Note: If viewing from the All Locations tab, the selected location defaults to your logged-in location. You can use the drop-down list to change the practice location, if needed.
The legend in the left panel indicates the status of the time slot:
- Light Gray: The time slot is closed and blocked from scheduling appointments.
- White: The time slot is fully open (i.e., no appointments are scheduled in any of the columns yet).
- Light Blue: The time slot has a single appointment booked and there is still time available to schedule in.
- Dark Blue: The time slot has at least two appointments in a slot, but there is at least one remaining column to book in.
- Dark Gray: The time slot is fully booked; there is no more availability for scheduling in this slot.
The current day is highlighted by an orange outline.
Tip: Click anywhere within a specific date column to open the Day View for that date.
Filtering the Month View
Managing the Schedule View
From the Manage Schedule View cog icon, you can select to Display Schedule Production Data (US only) or Show Working Hours.
- Select Display Schedule Production Data to display cursory production data for the month, day, and for each chair. For more information on this setting, see How to View Production Forecasting Data on the Schedule.
Note: User permissions are required to access this feature. - Select Show Working Hours to display only the location's scheduled hours for that day.
Under View By, select if you want to view the month by Chairs, Assigned Chairs, or Providers.
- When Chairs is selected, use the Select Chairs ([#] of [#]) menu to select which chairs to display. For example, you could narrow to Surgery chairs and look for surgery openings only.
Note: You can also select to Auto hide closed chairs. - When Assigned Chairs is selected, use the All Providers menu to select which provider's chairs to display. You can also select to Include Unassigned Chairs / Columns if needed.
- When Providers is selected, use the All Providers menu to select certain providers to display. This may be useful for practices where there are Providers who are not assigned to certain chairs.
Selecting Chairs and Days
Use the Select Days menu to filter to certain days of the week that you want to include appointment time slot data for in the Month View. You can select one or more days, and you also have the option to filter to All Weekdays.
Be sure to click Save, and then click Apply Filter from the left panel to apply the changes to the month view.
Days that are not included are grayed out and applicable dates become blank columns in the Month View, allowing you to zone in on the appointment slots for the selected days.
Note: Click Reset at any time to remove any applied filters from the month view.
Schedule Statistics
Click [#] Scheduled to view schedule statistics for the appointments that are booked during the selected month. For example, you can check how many appointments are scheduled in total and how many of them are confirmed.
Printing the Month View
From the Actions menu, click Print Current View to export the Month View to a PDF. You can preview the PDF file and then print it.
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