Appointment Schedule — More Easily Filter the Calendar - Coming May 16 2024

Availability: May 16, 2024 

Important: Although this feature does not release until May 16, 2024, we're communicating it early to ensure that your practice and athenahealth teams are prepared for when this highly requested update is available.

Summary: You can now see the Filters Section of the Appointment Schedule calendar appear at the top of the page for easier access and clearer visibility. We're making this change to bring the filters to the top of the Appointment Schedule experience like you're used to in legacy scheduling and improve the efficiency of the filters.

Benefits: 

• More easily access the calendar filters
• Better control your calendar preferences
• All filters are now multi-select lists
• Set the Preload calendar option to either start with a blank calendar or a pre-filtered calendar
• Select providers who work in different departments

Previously you had to click the Filter icon to reveal the Filters panel. Now all the filters in the previous location are available in a new Filters box at the top of the Appointment Schedule calendar.

 

This update ensures that the features and workflows you're used to from legacy scheduling are available in the Appointment Schedule calendar. This feature makes it easier to see all available filters while viewing the calendar.

 

We're making this change because you requested it. Keep those suggestions coming!

 

Note:
The three availability calendars on the left-side of the page remain the same. You can continue to access your Saved Views and save new views per your usual workflows.
 

 

See new Filters section

The most direct way to display the Appointment Schedule Calendar:

1. On the Main Menu, click Calendar.
2. Click View Calendar.

 

With this update, we're moving the options to view by Department, Provider, and Specialty. These options are now available as filters in the new Filter box.

 

You can choose to view providers in different departments because you requested it! Keep those suggestions coming.

 

The new Filters box contains the same filters as before. These filters all appear in the collapsed view of the Filters box:

• Resource Type
• Appointment Type
• Department
• Providers
• Specialty
   
   Tip: Hover over the image for a closer look.

 

When you click the blue downward arrow icon next to Filters, it becomes the All Filters box and expands to reveal more filter options:

• Provider Sex
• Provider Type
• Non-Providers
   

 

You can select any combination of filters: one, all, none, or a chosen selection. The calendar updates per the filters you selected as you're choosing them. Each filter is a multi-select list.

A settings icon replaces the info icon and has the following options.

Option	Description
Preload calendar (New)	Continues to pre-filter the Appointment Schedule calendar with the settings you used in your last session when you return.
Match Slots	Displays only slots that match a provider or departments availability and existing templates
Show Booking	Hides or displays booked appointments
Learn More	Takes you to a Success Community page where all Appointment Schedule learning materials are located.

 

New Preload calendar setting

This update includes a new Preload calendar setting. It is enabled by default. When enabled, the calendar continues to pre-filter with the settings you used in your last session when you return to the Appointment Schedule calendar.

 

If you choose to turn the Preload calendar off:

• Schedules do not load automatically. The Appointment Schedule calendar loads without any filters selected and you must choose at least one filter to view schedules.
• The "Preferred view on load" feature, which is associated with Saved Views, is turned off. This means that when you load the Appointment Schedule calendar, it no longer automatically displays your preferred view configured in the Saved Views section.