Physician Office - Cerner Scheduling Initial Set-up
Citrix Login
Open [link] in your browser (Microsoft Edge does not play well)
Enter your Cerner login credentials.
You will enter the Citrix Storefront. From here, open the ‘AppBar PROD’
note: BUILDA in screenshots indicates Build environment. All should be PROD in Production environment
Once the program opens, click the 
.
You may want to select these options (this is personal preference). 
Next, we will select the 
option, then the buttons tab.
Check the Scheduling book. 
Preferences Scheduling Appointment Book
Open Scheduling Appointment Book from the AppBar.
View > Options to access preferences
User Defaults Tab:
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Default Location: This option can be used if a user consistently schedules for one location. Selecting a location from the list automatically defaults it to the Appointment Location detail field on the Appointment tab in the Scheduling Appointment Book.
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Appointment Details Fields: These three fields are always displayed at the top of the Appointment tab when scheduling an appointment. This option allows you to determine the order in which these fields are displayed. For example, if you select the Appointment location first, only the Appointment Types that can be scheduled for that location are listed for selection.
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**Cerner Recommendation: Appointment Location, Appointment Type, Person Name**
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This order can be adjusted using the arrows
Appointment Tab:
Check ‘Mark qualifying days on calendar’ – this will bold the days on the calendar when there is availability when booking an appointment
Navigation Tab:
Default Bookshelf: This option allows a user to have a bookshelf default in the Scheduling Appointment Book – Surgery
Default Book: This option allows a user to have a book default in the Scheduling Appointment Book – Surgery Request Room
Confirm Tab:
Maintain focus on last confirmed appointment: Select this option if you want the focus of the Scheduling Appointment book to remain on the last confirmed appointment
Scheduling Grid Preferences:
Right click in grey space > book settings > view > select Proportional, Single-day
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This will set your view on your scheduling grid
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Proportional, Multiple-day will allow you to select one resource at a time, but see their schedule for multiple days at once
Access more scheduling grid preferences:
Right click in grey space > book settings > properties
Adding Reason for Visit to Enc Selection screen.
After you confirm an appt, you can right click the headers and add “Reason for Visit”. This will help identify appropriate encounter when selecting.
