Scheduling Controls

The scheduling controls feature will allow your agency to control who within the organization is able to schedule appointments or other kinds of events that would appear on a schedule. Using a control panel that we have created for managing scheduling permissions, your agency will be able to limit or grant permission according to 3 variables:

1. User Role: You can grant all users with the front desk, human resources, sysadmin, or clinical manager role the ability to schedule. This would grant permission to any person in a management position the ability to schedule appointments on someone else’s schedule and/or their own.

2. Per-User Permission: You will also be able to grant or limit scheduling rights to individual users using an overwrite button that appears in the user record. This could be used in a case where a user does not have one of the scheduling roles (front desk, human resources, sysadmin, or clinical manager), but should be allowed to schedule anyway. This feature could also be used if you want to limit scheduling to such a limited number of users that you would block everyone’s ability to schedule regardless of role, and grant permission to just a very select group using this feature.

3. Event Type: You can also limit scheduling per user or per user role by event type (Appointment, Block, Contract, or Activity). This would allow you to grant permission for users to be able to schedule things like supervision or vacation time, but not schedule an appointment with a client. If your agency chooses to utilize EMR-Bear’s Service Activity Reporting system which can generate reports that could be used as productivity reports or timesheets, users would need to be able to access their calendars for this purpose.