Add, Edit, or Delete Rooms

Updated: 01/27/2025 | Views: 3001

In the Calendar Settings, you have the ability to incorporate exam rooms into your patient appointment workflow. You can also easily edit or delete exam rooms as needed.

Once a room has been added, it can be assigned to a patient from the Dashboard during the patient visit.

Access Calendar Settings

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Calendar Settings. The Calendar Settings page opens.
 Platform_CalendarSettings_Access.png

Add Rooms

  1. Click Rooms & Equipment. The Rooms and Equipment page opens.
  2. Click +New Room. The New Room pop-up window opens.
  3. Enter a room Name.
  4. Click Save when finished. The room is now available to add when scheduling an appointment or when the patient checks in.
 Platform_Rooms_Add.png

Edit Rooms

  1. Click Scheduling Resources. The Scheduling Resources page opens.
  2. Click on the room name under Rooms. The Edit Room pop-up window opens.
  3. Enter changes to the room Name.
  4. Click Save when finished. The new room name updates for all scheduled appointments and displays when scheduling a new appointment.
 Platform_Rooms_Edit.png

Delete Rooms

  1. Click Scheduling Resources. The Scheduling Resources page opens.
  2. Click on the room name under Rooms. The Edit Room pop-up window opens.
  3. Click Delete. The Edit Room confirmation window opens.
  4. Click Delete to confirm. The room is removed from the list.
  5. Edit existing scheduled appointments to remove the deleted room and if necessary, add a different room to the appointment.
 Platform_Rooms_Delete.png