Here are some of the best practices for setting Oscar schedules to ensure all your appointments are booked, the way you expect them to:
How to use private templates
We suggest you to use private template for each doctor, it is more work in the beginning then creating public templates, but allows you to manage each doctors schedule more easily down the line.
To create private templates in Oscar:
1. Go to Schedule Management> Schedule Setting
2. Under template Setting select the doctor you wish to create private template for (instead of leaving it as "Public")
3. Click on Template Setting after selecting the doctor's name
Now, there will be a separate window open.
- If you have created a private template before and would like to edit it, click on "edit" on your right-hand side AND make sure that the appointment's duration is set as you expect (e,g 5 minutes/appointment)
- If you would like to create a new template, set your appointment's duration first, then follow Step 4-7.
4. Enter template name and summary just as you do for public templates.
5. Now enter template codes for the schedule depending upon their availability for the day and Click "Save"
6. Go back to Schedule Setting page and From "Select a Provider" drop down select the doctor you created template for in the previous steps.
7. On the right side of the page, you will see all the public templates and private templates for the doctor. Private & Public templates are differentiated by having P: in front of the public template. This done automatically by Oscar, when you create Public templates. Private templates are normally listed after all of the public ones.
For example: In the screenshot below, P: OnCallClinic |Weekdays/Holidays is a public template & FAM DOC1 | is a private template.
How to manage mixed appointment lengths (GCD)
In this we explain, how can you manage doctors schedule better for Cortico if they use more than one template code with different appointment lengths (e.g 10 mins, 15 mins) for a same day
1. Complete steps from 1-3 from above mentioned module about "How to use private template"
2. Now from the drop down right below the edit, Select "5" and click "Go"
3. Now after selecting 5, Suppose If you have two template codes - "4" with duration of 10 minutes and "1" with duration of 15minute.
The schedule will look like this:
Note: Cortico get the timeslots from doctors schedule, so while creating template codes for if doctor schedule timeslots are set to 5 mins, using underscore "_" provides you with the flexibility to use two or more different appointment length template code for a single template schedule. Each box above represent 5 min appointment slot and when you use "_" it makes that slot unbookable and if you use in the above mentioned way for template code "1" the appointment slot now will of 15 mins and for template code "4" will be for 10 mins.