In Instinct EMR, the Group Appointments Calendar lets you view the appointment calendars of multiple staff members side by side. Group calendars are created by an admin and can be organized by department, shift schedule, or any other grouping your practice needs.
Before you begin
Group calendars must be set up in the Admin under Staff Groups before they can be used. See Maintaining the Appointment Calendar for full setup instructions.
Open a group calendar
Go to the Appointments calendar.
Select a User from the left drop-down menu.
Once a group is selected, the staff members in that group appear as columns across the calendar. Use the checkboxes in the Users list to show or hide individual providers.
Filter by availability or status
Use the Available by Status filter in the left panel to control what the calendar displays.
Availability: shows each provider's availability time slots for the selected day only. Deselect individual providers using the checkboxes to narrow the view.
Everything: shows both scheduled appointments and availability for all selected providers.
Cancelled: shows canceled appointments.
Tip: Select Everything to see a combined view of scheduled appointments and open availability at the same time. |
Schedule from the group calendar
You can create appointments, drop-offs, and availability blocks directly from the Group calendar without switching views.
Select New Appointment to schedule an appointment.
Select the drop-down arrow next to New Appointment, then choose New Drop-off or New Availability to add them instead.
Frequently asked questions
Who can create or edit group calendars?
Group calendars are created and managed by users with the admin_calendars permission in the Admin section.
Can I schedule appointments for any provider shown in the group calendar?
Yes. You can schedule appointments and drop-offs, and view availability, from any Group calendar view using the New Appointment button and its drop-down options.
What does it mean when a provider has no columns visible?
If a provider is unchecked in the Users list, their column is hidden from the current view. Select their checkbox to bring them back. If a provider's column is missing entirely, they may need to be added to the relevant staff group in the Admin under Staff Groups.
How do I view appointments for all providers at once?
To view all providers' appointments simultaneously, create a staff group that includes all providers (e.g., name it "All Providers") in the Admin under Staff Groups. Then, select this group in the calendar to display all providers' appointments at once.
Still need help?
Contact the Instinct EMR support team via live chat or email at [email protected].