How do I use practitioner groups?
Practitioner groups allow you to create and display groups of practitioners while viewing the calendar. For example, it may be useful to group all of your specialists together so that you can see them on screen at the same time.
To manage your practitioner groups:
Go to 'Settings' > 'Users' and select the 'Practitioner Groups' tab.
From here, you can view your existing practitioner groups. If you are a multi-site, you can use the dropdown in the left corner to toggle by location.
To create a new practitioner group, select '+ New Group' in the top right corner.
Add a 'Name' - and a 'Location' if you are a multi-site.
Click in the 'Practitioners' box to select practitioners from the drop down menu
You can always remove a practitioner if added by accident using the 'X' next to their name.
When you have added all the required info, click 'Save'.
Click the 'Edit' pen icon to edit any existing practitioner group - this opens it so you can make changes as above before clicking 'Save'.
You can also delete any existing practitioner group by clicking the bin 🗑️ icon on the right of the chosen group.
How do I use practitioner groups on the calendar?
To use practitioner groups on your calendar:
Ensure first you have set up your required practitioner group.
In the calendar, click the eye 👁️ icon in the top toolbar to see the 'Hide & show calendars' feature.
You will see your practitioner groups listed below the 'Hide all' button.
When you select a group, the calendar will instantly update to show only the practitioners in that group.
You can undo this at any time by opening the eye icon again and deselecting the group.