Schedule Resources are used to link a patient appointment to one or more dictating user accounts. This allows the dictator to see and select the appropriate patient appointment when dictating from InSync, the Mobile app for iOS/Android, or InQuiry Dictate.
The Resource ID is an ID that links the Schedule Resource to patient appointments. When the Resource ID field for a patient appointment is the same as the Resource ID of a Schedule Resource, then that appointment is linked to the users that have been assigned to the Schedule Resource. These IDs are assigned on the client-end, and created in eSOne
Resource Name can be anything, and is used to make management of resource IDs, which are often numerical, easier to maintain. The resource name for instance can be the name of the attending physician (ex. Doe, John). When Schedule Resources are automatically created from appointments, they are the same as the Resource ID.
When a Schedule Resource is linked to a dictating User profile, the patient appointments with that Resource ID will appear for the dictating user in InSync, the Mobile app for iOS/Android, or InQuiry Dictate.
Linking a Schedule Resource to Users
InQuiry Users who have access to Client Maintenance > Users can link a Schedule Resource to an existing dictating user profile.
Once logged into InQuiry, click on the Settings icon in the upper right-hand corner and select Client Maintenance
A new browser tab will open with the Client Maintenance screen. On this screen, click on ‘step 6 – Users’ folder to access the Users menu
There are two places to add schedule resources:
1. In the Users screen, single-click to highlight the dictator profile, and click "Schedule Resources For..."
Select the resource that you would like to link to the user from the Available Resources on the right and click the add button to add to Selected Resources. Once done, select Save.
2. If the account is using the In-Patient configuration for encounters, The resource should be selected in the user profile under the User Information section; choose the appropriate Schedule Resource from the Work List Scheduling Resource dropdown menu. Then, click Save. Note that this option will only be visible of the account is configured for In-Patient encounters, if this setting is not visible, refer to 1. above.
Creating Schedule Resources
If you do not see the appropriate resource available (if for existence, you have a new dictator), please email SolutionAdoption@DeliverHealth.com