This feature is used to offer schedule to assistant on selected clinic. Only assistant clinic member that can be offered on this page.
Please read Clinic Member to add assistant clinic member.
By sending a schedule offer to assistant , their schedule will be listed under Assistant Schedules page on selected clinic. New assistant schedule availability on the clinic depends on assistant ‘s acceptance.
1. Click on Schedule Offers for Assistant from Manage Assistant menu
2. First make sure clinic is already selected. Click Change Clinic button on the top section of the page to select clinic. If no clinic available on the list, ask for General Manager to add one
3. There are 4 tab on the page: Added, Sent, Accepted and Cancelled/Rejected tab
4. Added schedule offer will be listed under the Added tab
5. Sent schedule offer will be listed under the Sent tab
6. Accepted schedule offer will be listed under the Accepted tab
7. Cancelled/Rejected schedule offer will be listed under the Cancelled/Rejected tab
Add/Edit/Send Schedule Offer #
1. To add Schedule Offer, click New Offer button
2. Fill all required information to add Schedule Offer
3. Click Save & Next button to save all information and back to previous window or click [X] on the top right corner to cancel
4. Next step is checking assistant schedule for conflict, before clinic can send an offering email
5. Unsent Schedule Offer to Assistant will be listed under Added tab on this page
6. Click Delete button to delete the schedule offer
7. Click Edit button to check assistant schedule for conflict
8. It will open Assistant Conflict Calendar page
9. The calendar view can be change as a day, week or month view. Click on “month | week | day” tab on the calendar to change view
10. Green block (New Schedule) reflect the assistant schedule that just added. Blue block (Existing Schedule) reflect existing assistant schedule
11. If there is any conflict on the schedule, editing the schedule is very handy
12. Drag and drop the color block to move the schedule (change the calendar view to week or month to get wider view)
13. Resize the color block using mouse to utilize start and end time of the schedule
14. Click Send Offer button to send schedule offer to assistant right away. It will sent an acceptance email to selected assistant and clinic
15. Click Delete button to delete the schedule offer
16. Click Close button to edit the schedule offer later. It can be accessed later under Added tab on Schedule Offers for Assistant page
Send Schedule Offer to Assistant #
1. Unsent Schedule Offer to Assistant will be listed under Added tab on this page
2. To send Schedule Offer to Assistant click Edit button to check assistant schedule for conflict
3. Then click Send Offer button to send schedule offer to assistant after clinic checking schedule offer for conflict
4. All Schedule Offers for Assistant that has been sent will removed from Added tab and will be listed under Sent tab
5. Click Action button next to a schedule offer under the list
6. Click Delete to delete schedule offer, it will cancelled and dropped the schedule offer and sending a cancellation email to assistant and clinic
7. Click Force Accept to make the schedule offer automatically being accepted without assistant acceptance and sending acceptance email to assistant and clinic
8. All accepted schedule offer will be listed under Accepted tab on Schedule Offers for Assistant page. And they schedule will be listed under Assistant Schedules page on selected clinic also
9. All rejected schedule offer will be listed under Rejected tab on Schedule Offers for Assistant page
