Nopali Help Nopali HelpThe Nopali Office Scheduler was specifically designed with the typical medical office in mind. Before reading this page, you should first go through the steps required to initially setup the scheduler, found here.
Press on the Office Scheduler icon in the toolbar:
You should first run through the steps required to setup the scheduler. This will also give you ways to modify the scheduler default settings, should you need to change them.
You can access the Calendar Settings panel by either selecting the 'Calendar>Calendar Settings' menu item at the top of the screen or by double-clicking on the date header in the main window:
The main scheduler window contains a series of modifier elements on the left and a set of resource columns on the right:
The top left contains a small calendar. Pressing a date on the calendar will show you the associated appointments on the columns in the main window. Below the calendar, you may choose to display the information in the main window by day, week or month:
The day view will show all the columns for a particular day. The week view is similar except that it will present all the columns for a particular week. The month view is different and presents the information in calendar format:
Appointments for a specific staff member in the main window can be highlighted by selecting one of names in the staff list:
The way the columns are viewed in the main window can be modified by adjusting row height and column width using sliders:
You can add a note for a particular day that will appear in the yellow area near the top of the main window:
Comments such as 'On Call' or 'Start At 11 am' can be added here. To add a comment, go to the month view and enter a comment in the text view on the left margin (press 'Edit' to make the area editable):
You can also use the Calendar Settings panel to change the comments using the 'This Day' tab.
Appointments are made either by double-clicking or dragging across a column in the main window. After doing so, the New Appointment Panel will be presented:
The New Appointment Panel has obligatory fields to be filled, marked with an asterix (*). Most of the time, you will need to link the appointment to a patient chart, press 'Search For Last Name' and enter the patient's last name in the search field:
After searching for a last name, a sheet will come down with a list of patient charts:
At this point you have 2 options:
After making your selection on the search screen, you will then go back to the New Appointment Panel where you can fill out details about the appointment and patient contact information (if the patient was new):
Press 'Create Appointment' to save your data. The appointment will be shown in the main window:
Notice that the name of the patient is in italics. This denotes that the patient is new and the chart is not yet 'active' (meaning that the patient has not shown up to the office yet). When the patient shows up to the office, double-clicking on the appointment will bring up the familiar Appointment Panel, but this time with an 'Activate' button instead of the search field:
Press 'Activate' to render the new patient chart active. Once a chart has been rendered active, the 'Activate' button becomes a 'Go To File' button:
Press 'Go To File' to go to the patient chart in the Patient Info view.
You may change the 'status' (e.g. unconfirmed, confirmed, etc.) of an appointment by right-clicking on an appointment in the main window. A context menu will give you a list of status options to choose from.
The easiest way to move an appointment is to drag the appointment into a different column while in the 'week' view. However, this is only useful if the appointment is being rescheduled within the same week.
To move an appointment to a different week, you can command-click on the appointment and drag it to the 'Drag Appointment Here' box:
After dragging an appointment to the box, it will hold a 'pointer' to the appointment:
At this point, you can then select different calendar dates to visually scan the scheduler for an open spot. You can then drag the appointment 'pointer' out of the box and into the new slot to move the appointment.
To delete an appointment, select it in the main window and press 'Delete' on your keyboard.
Press the 'Search' button underneath the small calendar to see the search panel:
With the 'Availability' panel, you can perform week-by-week searches after specifying the columns you are interested in, as well as the duration and staff member:
Pressing 'Search' will generate a list of possible slots in the table at the bottom of the panel. Double-clicking on one of the rows will take you to the slot in the main window.
You can search for an existing appointment for a particular patient by selecting the 'Calendar>Search For Existing Appointment' menu item at the top of the computer screen.
You can quickly go to 'today' by selecting the 'Calendar>Go To Today' menu item at the top of the computer screen. You can also press the 'Go To Today' button found underneath the small date picker calendar.
Some offices like to have a day sheet of all appointments printed up on a daily basis. This can be done by pressing the 'List' button found below the calendar:
A sheet will come down and show you the appointments in a list view. You can also change the status of appointments using this interface, making it useful for calling patients to confirm appoinments:
You can also make 'empty' columns like 'Paid' if you need to jot information down on a printed day sheet. You cannot enter data into the database using these 'fake' columns, but you can create space for jotting things down on a printed sheet. To create a 'fake' column and modify what columns are visible, press on the tool icon in the top right corner of the table:
To print a day sheet, simply select the 'File>Print' menu item at the top of your computer screen.