Nextech Templates

1. Does your FIRST AVAILABLE tool provide accurate availability?
   1. Click the First Available icon in the tool bar.
   2. Enter a scheduling scenario in which would be available for Online Scheduling.
   3. When the scenario is run, is the availability offered correct & accurate?
2. Does each provider have a linked user?
   1. Select Contacts.
   2. Select Provider by clicking the circle in the top left corner.
   3. Select the appropriate provider from the dropdown menu.
   4. In the bottom left hand corner of the contact specific information box, is there a linked user? If not, select the user from the dropdown menu.
3. Are providers linked to the location template?
   1. Check location templates & make sure all appropriate resources are available for that location.
4. Does each provider/resource have their own scheduler template?
   1. Check scheduler templates to make sure there is a template for each provider/resource.
5. Are the default durations for appointment types & purposes accurate?
   1. Check the Admin scheduler tab for default durations for each appointment type & purpose that will be available for online scheduling.
6. Are the locations marked active & managed?
   1. Check the Admin location tab for checked boxes in the top left corner for ACTIVE & MANAGE.
7. Are any providers tied to more than 1 resource?
   1. Go to the resource editor & make sure each provider is only tied to 1 resource.

Check Location Templates

1. Navigate to the schedule within Nextech.
2. Right click and select Edit Location Templates
3. Choose provider
4. Add time range
   
   
5. Done -> then location
   
   
6. Add rule to template
   
   

Check Global Setting Preferences

1. Navigate to Tools
2. Select Preferences
3. Select Scheduler Module
4. Select Online Scheduling
   
   
   

Provider

Make sure provider is active
Every Provider needs to have linked user Contacts > Select Provider by clicking the circle

IF clients have resources that they want to have scheduled, they need to also be in as a provider

Set Default Appointment Durations

1. Go to Scheduler
2. Select Edit Default Durations (Default and minimum must match)
   

Add New Purpose

1. Navigate to Procedures
2. Select New
   
3. Once you add the procedure, go to the type and check off the box on the new procedure
   

Add Locations

1. Select Locations
2. Select New
   

Active & Managed Locations

1. Make sure the location is active
2. Make sure the location is Managed