How to set working time for each resource?

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<p>&nbsp;</p>
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<h2>Working times and restrictions<span style="font-size: medium;"> (Resources settings)</span></h2>
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<p style="text-align: left;">In this area  each resource can be  adjusted in detail. General working times can be  defined for the whole  clinic, as well as special working times for  each  individual resource.  Using &ldquo;appointment types&rdquo; it is possible to  restrict some parts of the  day to only accept certain appointment  types, for each resource. It is  also possible to restrict a resource to  an allocated maximum number of  appointments.</p>
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<p style="text-align: left;">&nbsp;</p>
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<h3 style="text-align: left;">Appointment type</h3>
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<p style="text-align: justify;">Time  sections that allow only certain  types of appointments can be defined  for each resource. For example on  Monday from 08:00 AM to 10:00 AM the  doctor X performs only first  interviews with new patients. By defining  an appointment type &ldquo;First  interview&rdquo; and assigning it to this  resource  and time, it will be  possible to schedule only first  interviews with  doctor X on Monday  morning. Or you may want to  schedule on Thursday  from 09:30 AM to 02:00  PM only appointments that  take place in the  operation room (OR)? In this  case you can define an  appointment type  &ldquo;OR&rdquo; which you should assign to  the involved  resources and the specific  time.</p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
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<tr>
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<td>
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<p>[[Image:Settings_NewWorkingTime.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/Settings_NewWorkingTime.png]]</p>
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</td>
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</tr>
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<tr>
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<td>In the table to the left you can create and edit the appointment  types.  The first line in the table cannot be changed because it stands  for all  types of appointments (all kinds of appointments are  possible).</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<table border="0" width="626" height="570">
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<tbody>
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<tr>
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<td>If the box &bdquo;Show text for the appointment types in resource row&rdquo; is      checked, the allocated possible appointment types will be shown as  text      for each resource in the scheduler. It is also possible to  provide    these times with a special resource background colour.  However, this    colour is the same for all appointment  types, so if  you have several    appointment types defined it is advisable  to use  only the text.</td>
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<td><img src="/images/Settings_OnlyRed.png" alt="" width="464" height="525" /></td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<h3><span id="Working_times.2C_assignment_of_an_appointment_type.2C_and_limitations" class="mw-headline">Working times, assignment of an appointment type, and limitations</span></h3>
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<p style="text-align: justify;">Over  the right table you can define the  working times for each resource. The  first upper line of this table  represents the general work times of  your clinic. These will be  automatically valid for all resources that  have no specific work time  defined. In the bottom table you can see the  overview of each selected  resource.</p>
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<p>&nbsp;</p>
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<table style="margin-left: auto; margin-right: auto;" border="0" width="88" height="44">
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<tbody>
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<tr>
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<td>
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<p>[[Image:Settings_WorkingTimesRed.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/Settings_WorkingTimesRed.png]]</p>
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</td>
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</tr>
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<tr>
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<td>With double click on a resource or with  the button &bdquo;Edit resource    settings&ldquo; you can open the settings window of  the selected resource.</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<table style="margin-left: auto; margin-right: auto;" border="0" width="56" height="44">
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<tbody>
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<tr>
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<td>
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<p>[[Image:Settings_WorkingTimeNew.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/Settings_WorkingTimeNew.png]]</p>
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</td>
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</tr>
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<tr>
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<td>With a click on the button &ldquo;New work time definition&rdquo; a new line  will be  inserted, in which you can define a new work model for the  selected  resource.</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<table style="margin-left: auto; margin-right: auto;" border="0" width="754" height="168">
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<tbody>
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<tr>
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<td>
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<p style="text-align: justify;">In the    drop down list you can choose the  appointment type(s) allowed for    the  selected work model &ndash; selected  line.&nbsp; (Information: the conflict    messages for not suitable appointment  types, while scheduling    appointments, will only work if you have also  assigned the types to the    related treatments. Please see the section &ndash; &ldquo;<a href="/index.php?title=Welcome_to_MedITEX_Scheduler#Treatments">Treatments</a>&rdquo;).&nbsp;</p>
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<p style="text-align: justify;">If you    do not make a special selection  (all boxes checked), &ldquo;all    appointments&rdquo; will be displayed in the  scheduler. In this way there    will  be no constraints on appointment  type.</p>
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</td>
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<td><img src="/images/Settings_WorkingTimeNewDetail.png" alt="" /></td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<h3><span><span id="Limitation_of_resources_to_a_maximum_number_of_assigned_appointments" class="mw-headline">Limitation of resources</span><span id="Limitation_of_resources_to_a_maximum_number_of_assigned_appointments" class="mw-headline"> to a maximum number of assigned appointments</span></span></h3>
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<p style="text-align: justify;">Resources  can be limited to accept up to  a maximum number of appointment starts  per day. The limitation can be  defined for each day or for whole  week.&nbsp;</p>
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<p style="text-align: justify;"><em>Example:</em></p>
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<p style="text-align: justify;"><em>In  a clinic there are four beds  available. Every day one bed can be  assigned only once, to one patient. A  resource &bdquo;Beds&ldquo; has been defined.  In order not to reserve more beds  then beds available, a maximum  number of starts of appointments for the  resource &bdquo;Beds&ldquo; is limited to  four.</em></p>
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<table style="margin-left: auto; margin-right: auto;" border="0">
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<tbody>
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<tr>
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<td>[[Image:Settings_NewW.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/Settings_NewW.png]]</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<table style="margin-left: auto; margin-right: auto;" border="0" width="171" height="44">
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<tbody>
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<tr>
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<td>
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<p style="text-align: center;">[[Image:Settings_WorkingTimeNewDetail3.png|none|740px|thumb|left|link=http://wiki.meditex-software.com/images/Settings_WorkingTimeNewDetail3.png]]</p>
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</td>
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</tr>
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<tr>
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<td>
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<p>If at the assignment of an appointment the maximum number is exceeded, a warning will be displayed.</p>
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</td>
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</tr>
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</tbody>
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</table>
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<p>&nbsp;</p>
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<p>&nbsp;</p>
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<p style="text-align: justify;">For  each day you can define the time of  start and end.&nbsp; If you like to  define a break, like e. g. a lunch break,  insert a further row (button  &ldquo;New work time definition&rdquo;). In one row  you apply the times UNTIL the  break, in the row bellow you apply the  times beginning FROM the break.  If you have more rows for a day and  there are overlapping times, the  summary of the appointment types of the  intersection are valid for the  overlapping time.</p>
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<p style="text-align: justify;">Column  &ldquo;Validity&rdquo;: If you don&rsquo;t fill  something out, the row with that  working  time definition will always be  valid. But you can also fill  out &ldquo;from&rdquo;  or/and &ldquo;until&rdquo;. The scheduler  will accordingly show the  work times for  that resource.</p>

Revision as of 12:26, 14 November 2012

 

Contents

Working times and restrictions (Resources settings)

In this area each resource can be adjusted in detail. General working times can be defined for the whole clinic, as well as special working times for each individual resource. Using “appointment types” it is possible to restrict some parts of the day to only accept certain appointment types, for each resource. It is also possible to restrict a resource to an allocated maximum number of appointments.

 

Appointment type

Time sections that allow only certain types of appointments can be defined for each resource. For example on Monday from 08:00 AM to 10:00 AM the doctor X performs only first interviews with new patients. By defining an appointment type “First interview” and assigning it to this resource and time, it will be possible to schedule only first interviews with doctor X on Monday morning. Or you may want to schedule on Thursday from 09:30 AM to 02:00 PM only appointments that take place in the operation room (OR)? In this case you can define an appointment type “OR” which you should assign to the involved resources and the specific time.

<tbody> </tbody>

Settings NewWorkingTime.png

In the table to the left you can create and edit the appointment types. The first line in the table cannot be changed because it stands for all types of appointments (all kinds of appointments are possible).

 

<tbody> </tbody>
If the box „Show text for the appointment types in resource row” is checked, the allocated possible appointment types will be shown as text for each resource in the scheduler. It is also possible to provide these times with a special resource background colour. However, this colour is the same for all appointment types, so if you have several appointment types defined it is advisable to use only the text. <img src="/images/Settings_OnlyRed.png" alt="" width="464" height="525" />

 

Working times, assignment of an appointment type, and limitations

Over the right table you can define the working times for each resource. The first upper line of this table represents the general work times of your clinic. These will be automatically valid for all resources that have no specific work time defined. In the bottom table you can see the overview of each selected resource.

 

<tbody> </tbody>

Settings WorkingTimesRed.png

With double click on a resource or with the button „Edit resource settings“ you can open the settings window of the selected resource.

 

<tbody> </tbody>

Settings WorkingTimeNew.png

With a click on the button “New work time definition” a new line will be inserted, in which you can define a new work model for the selected resource.

 

<tbody> </tbody>

In the drop down list you can choose the appointment type(s) allowed for the selected work model – selected line.  (Information: the conflict messages for not suitable appointment types, while scheduling appointments, will only work if you have also assigned the types to the related treatments. Please see the section – “<a href="/index.php?title=Welcome_to_MedITEX_Scheduler#Treatments">Treatments</a>”). 

If you do not make a special selection (all boxes checked), “all appointments” will be displayed in the scheduler. In this way there will be no constraints on appointment type.

<img src="/images/Settings_WorkingTimeNewDetail.png" alt="" />

 

Limitation of resources to a maximum number of assigned appointments

Resources can be limited to accept up to a maximum number of appointment starts per day. The limitation can be defined for each day or for whole week. 

Example:

In a clinic there are four beds available. Every day one bed can be assigned only once, to one patient. A resource „Beds“ has been defined. In order not to reserve more beds then beds available, a maximum number of starts of appointments for the resource „Beds“ is limited to four.

<tbody> </tbody>
Settings NewW.png

 

<tbody> </tbody>

Settings WorkingTimeNewDetail3.png

If at the assignment of an appointment the maximum number is exceeded, a warning will be displayed.

 

 

For each day you can define the time of start and end.  If you like to define a break, like e. g. a lunch break, insert a further row (button “New work time definition”). In one row you apply the times UNTIL the break, in the row bellow you apply the times beginning FROM the break. If you have more rows for a day and there are overlapping times, the summary of the appointment types of the intersection are valid for the overlapping time.

Column “Validity”: If you don’t fill something out, the row with that working time definition will always be valid. But you can also fill out “from” or/and “until”. The scheduler will accordingly show the work times for that resource.