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									                                      Guide to Residency Scheduling in OnCall




Guide to Residency Scheduling
           In OnCall

Table of Contents
Introduction ............................................................................................................................2
Creating Schedules.................................................................................................................2
Overview................................................................................................................................2
   Block Schedule ...................................................................................................................2
   Call Schedule ......................................................................................................................3
   Clinic Schedule ...................................................................................................................3
Self-running Tutorials in OnCall ...............................................................................................4
OnCall Feat ures .....................................................................................................................4
Icons ......................................................................................................................................5
Create a New Schedule ..........................................................................................................8
   General Set up .....................................................................................................................9
      Services ..........................................................................................................................9
      Staff types .....................................................................................................................10
      Staff ..............................................................................................................................11
      Clinics ...........................................................................................................................11
Block Schedules ...................................................................................................................13
   Adjust Schedule Display ....................................................................................................13
   Set Rotation Dates ............................................................................................................14
   How to Set Calendar Month Rotation Dates ........................................................................14
   How to Set Custom Blocks of Time .....................................................................................15
      How to Customize Standardized Split Blocks ...................................................................16
   Assigning Services ............................................................................................................16
   Split Shift ..........................................................................................................................17
   Create Cross Cover ...........................................................................................................18
   How to set cross cover in OnCall ........................................................................................19
   Special Requests (Holiday, Family leave, Personal days…) .................................................23
   How to create Special Requests in OnCall ..........................................................................23
   Physician Demographics in OnCall .....................................................................................25
Create a Call Schedule .........................................................................................................26
   Enter Call Schedule Manually .............................................................................................27
   Set Shift Patterns to Schedule Call Automatically ................................................................28
Schedule Content Boxes .......................................................................................................31
   How to Create Schedule Content Boxes .............................................................................31
Clinic Schedule.....................................................................................................................34
Tally.....................................................................................................................................37

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Spiral Software Tech Support 802.649.1911 oncall@spiralsoftware.com                                                  Updated 2/24/05
                              Guide to Residency Scheduling in OnCall




Introduction
Creating Schedules
This document provides reference information about creating rotation, call and clinic schedules in
OnCall. You will learn how to publis h your schedules to the www.amion.com website which will
allow residents, attendings and other staff to view schedules online.

Overview
OnCall is used to create rotation, call and clinic schedules. You can track duty hours, produce
tallies and much more. This guide covers residency scheduling. To learn to create a schedule for
attendings, hospitalists or other call services, please refer to our separate guide.

Please note: If you plan to include attendings in your residency schedule because they are
providing support to residents you may add them as a service in your residency schedule. If you
need a separate on call schedule for attendings, you will need a separat e license and should use
the calendar-year implementation of OnCall.

OnCall must be downloaded and installed before you can create a new schedule or ret rieve an
existing schedule. Refer to the OnCall Scheduling Software Installation Instructions
documentation to download the OnCall soft ware to your computer.

Block Schedule

Figure 1: Sample Block Schedule




                                                                                        Parts of a Block
                                                                                        Schedule

                                                                                           Services
                                                                                            (Rot ation)
                                                                                           Staff Name
                                                                                           Staff Type
                                                                                           Vacations
                                                                                           Special Requests
                                                                                           Cross-cover
                                                                                           View
                                                                                           Menu Bar
                                                                                           Block Dates




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Call Schedule
Figure 2: Sample Call Schedule




                                                                        Parts of a Call
                                                                        Schedule

                                                                           Call patterns such
                                                                            as Q3, Q4, Q5…
                                                                           Set variable call
                                                                            patterns
                                                                           Add up to 80 lines
                                                                            per call
                                                                           Identify what staff
                                                                            types are on call
                                                                            for a service




Clinic Schedule
Figure 3: Sample Clinic Schedule




                                                                        Parts of a Clinic
                                                                        Schedule

                                                                           Set AM clinics
                                                                           Set PM clinics
                                                                           Set Evening
                                                                            clinics
                                                                           Call shows on the
                                                                            clinic schedule
                                                                           Vacations and
                                                                            special requests
                                                                            show on the clinic
                                                                            schedule
                                                                           Identify days the
                                                                            clinic is closed




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                               Guide to Residency Scheduling in OnCall




Self-running Tutorials in OnCall
Launch OnCall from your computer (refer to the OnCall Scheduling Soft ware Installation
Instructions documentation if you have not yet downloaded and installed OnCall). We
recommend that you watch the self-running tutorials in OnCall before creating your first schedule
in OnCall.

Note: Reference numbers displayed on screen shots relate to the instruction step number.
    1. Select Help from the Brows er menu bar
    2. Select Contents
    3. View the Residency Programs Overview, Block scheduling, Call and Clinic tutorials.

    Figure 4: Access the OnCall Tutorial

        1
                           2




Note: The self-running tutorial can be stopped, continued or paused at any
time.

OnCall Features
        Multiple block schedule pages
        Customizable blocks
        Drag and drop swapping of assignments
        View staffing levels per block by staffing level
        Duty-hour reporting
        Number of service assignments per year
              o Monthly or annual tallies
        Split block assignments
              o Simply hold down the control key and select your two services from the drop
                  down list
        Cross-cover assignments
        Moonlighting
        Color-coding staff by training level
        Ensure appropriate assignments
        View “who’s on service”


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        Flag bad call assignments or switches
        Call days
        Obligations (clinics, conference, etc.)
        Tell how many days residents are teamed with ot her residents and faculty
        Multi-level undo/ redo
        Backtrack up to 20 steps
        Select font and font size
        Click and drag to resize rows and columns
        Find and replace tools
        Select where to aut omatically move the cell cursor aft er you fill a cell
        Put schedules on the web
              o Publish schedules to www.amion.com (pronounced “Am I On?”)
        Choose which rows of schedule to display

Icons
OnCall has many Icons dependent upon the view. These icons are displayed when creating your
block schedules. Click on the icons to display the following views:

Figure 5: Icon description




       Hide the Toolbar

   Select the view by Staff Type: Chose from seven different colors to represent each of your
    staff types. Click on the following icon for this view.

         o
         Figure 6: View Attendings only




         o        Figure 7 di splays the icons for PGY2 through PGY5 for this example in their
              respective colors. You can view PGY 2s only, PGY3s only, PGY4s only or PGY5s
              only by clicking on their res pective numbered icon.




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                              Guide to Residency Scheduling in OnCall


         Figure 7: View PGY3s only




         View all Staff (toggle on and off) clicking on this icon.
         Figure 8: View All Staff




   Select Schedule type by clicking on the following icons:
         o        Block Schedule. Refer to Figure 1.
         o        Call Schedule: Refer to Figure 2.

         o        Shift Schedule:
         o        Clinic Schedule: Refer to Figure 3.

        Select view format by clicking on the following icons:

         o          Table Format: Refer to Figure 1.

         o          Calendar Format




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                              Guide to Residency Scheduling in OnCall


         Figure 9: Calendar Format




        Get Statisti cs or tallies for Call, Clinic and Duty Hours by clicking on this icon.

         Figure 10: Statistics, Full Year Call Tally




   Get information about the schedule by clicking on the following icons:
         o        Schedule Content Infobox

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                              Guide to Residency Scheduling in OnCall



         o        Highlight & Tally Cells that Match the Cursor Cell

   Get help by clicking on this icon.
         o



Create a New Schedule
Follow these steps from beginning to end in the order in which they are displayed and you will
successfully create your Rotation, Call and/or Clinic schedules in OnCall. If there are features you
don’t need (e.g. split dates in block schedules), skip the steps and move on to the next.

    1.   Find the OnCall soft ware on your computer and open it and the box in Figure 16 displays.
    2.   Select Create a new schedule.

    Figure 16: Creat e a new schedule in OnCall

                          2




    3.   Select Yes – use an academic year, July – June, & block schedules.




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                               Guide to Residency Scheduling in OnCall


    Figure 17: Creating a new schedule file




         3




             A General Setup box will pop up aft er you click Select Yes – use an academic year, July
             – June, & block schedules.

General Setup
    1.       Select General Setup and the InfoBox will show.

Note: You must create the components of the schedule, such as services
and staff types, before creating the schedule. You enter these in the
General Setup box.

Services
Each service, or rotation, must be defined prior to using it in a schedule.
   1. Click on the Services tab.
   2. Enter the name of the service or rot ation.
   3. Determine if the service takes call and select call or no call in the box next to the service
       name.
            a. If no, click on the dropdown box to the right of where the service name is entered
                and select No call.
            b. If yes, click on the dropdown box to the right of where the service name is and
                select Call or Variable call.
            c. If yes, how many people will be on call for this service?
                      i. Figure 19 has two people on call. Click on the drop down box to add up
                         to 80 call lines.




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                              Guide to Residency Scheduling in OnCall


    Figure 18: General Setup: Enter Service that does not take Call
1




                                     2                         3




    Figure 19: General Setup: Enter service that takes call. The call displayed will have t wo
    people scheduled to cover call for this service.




Staff types
Staff Types refers to the type of individual who will be included in the schedule, such as:
    1. Attending Physicians
    2. PGY level (P ost Graduate Y ear)
    3. Physician’s Assistants (PA)
    4. Nurs es
    5. Other healthc are professionals

Enter Staff type s
    1. Click on the Staff types tab.
    2. Enter the staff type.
    3. Select color for the staff type.
    4. Save.




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                              Guide to Residency Scheduling in OnCall


    Figure 20: General Setup: Staff types
        1




                                                        3
                              2




                                              4




Staff
Staff refers to the individuals who will be included in the schedule.
    1. Click on the Staff tab.
    2. Enter the staff name.
    3. Select the appropriat e staff type after you enter the last name and first initial.
    4. Save.

    Figure 21: General Setup: Staff
                     1




                                          2             3
                                                                    Note that you choose the
                                                                    colors for Staff type.
                                                                    This makes it easier to
                                                                    sort by type and view at
                                                                    a glance (7 possible
                                                                    colors).


                                              4



Clinics
Enter your Clinics if you have any.
    1. Click on the Clinics tab.
    2. Enter a short form of the clinic name.
    3. Save.




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                               Guide to Residency Scheduling in OnCall


      Figure 22: Add Clinic Names
                                          1




  2                                               Save your
                                                  data!


                                          3


      4.   Click Finish.
               a. The initial setup for the schedule is complete and the block schedule prompt will
                   display as shown in Figure 23 as soon as you click Finish.

           Figure 13: Finish
                                              4




Note: Additional Services, Staff types, Staff and clinics may be added in the General setup
Infobox at any time during the schedule creation process by selecting File | General Setup and
adding the information described in Figures 18 through 22.




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Block Schedules
The box displayed in Figure 24 will pop up after clicking Finish in the General Setup:
   1. Click Go to first block schedule.

    Figure 24: Go to first block schedule




                          1




Adjust Schedule Display
To adjust the schedule display, place your cursor on the dark lines around the first horiz ontal cell
and the first cell in the first two columns. Expand or contract the cells by placing your cursor on
the dark black horizontal and vertical lines and drag with them your mouse.

Figure 25: Adjusting Display




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                              Guide to Residency Scheduling in OnCall


Set Rotation Dates
The screen in Figure 26 will display when you click on Go to first block schedule:

Figure 26: Set Rotation Block Dates




Things to consider before setting the rotation dates:

    1.   What is the begin date and the end dat e of each rotation?
    2.   Do these dates vary based on Staff Type?

How to Set Calendar Month Rotation Dates
    1.   Display All staff if All staff type s have the same rotation dates.
    2.   Place the cursor in the date box above the schedule.
    3.   The Infobox will display.
             a. The Infobox for this schedule shows that for July, the rotation is July 1, 2004
                 through July 31, 2004.
             b. This schedule is set for 12 blocks.




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                              Guide to Residency Scheduling in OnCall


         Figure 27: Set up Calendar Month Rot ations



                                          1


                     2




                                                                   3




How to Set Custom Blocks of Time
    1.   Click on Staff Type icon (PGY 5, e.g., as shown in Figure 28).
    2.   Click on the All Staff icon to see all PGY5 staff.
    3.   Place the cursor in the date field and the Infobox will pop up as seen in Figure 26.
    4.   How many blocks will the PGY5s have?
             a. For this example their rotations last three months so they will have four blocks in
                 their schedule.
    5.   Change the blocks to 4 Custom block s by clicking on the down arrow.
    6.   Look at the actual rotation dates. Are these correct?
             a. These dates need to be changed to meet the customized block dates.

         Figure 28: Setting Custom Block s


                             1     2

                         3                                               4. There are now four blocks.




         5




    7.   Place the cursor in the date block that needs adjusting.
    8.   Click on the up or down arrows next to the beginning and ending dates and adjust the
         dates to meet your program needs.
    9.   Move to the next set of dat es to adjust until you have set all of the dates.
             a. Continue this process with all the staff types.




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                              Guide to Residency Scheduling in OnCall


         Figure 29: Adjusting the Dates on Custom Block s




                                                                    7

                                              8




How to Customize Standardized Split Blocks
If residents sometimes spend half of the rotation block on one service and half on another, you
can further customize your rotation blocks by defining the Split Date for each rot ation period.
     1. Place the cursor in the date field and the Infobox will pop up as seen in Figure 30.
     2. Click on the up or down arrows next to split date and adjust the dates to meet your
         program needs

         Figure 30: Setting split rotations on Custom Block s




                                          1




                                                                                                     2




Assigning Services
Services can be assigned from the All Staff View or individual Staff Type view.
    1. Place the cursor in a blank cell and the Infobox –Selection list displays list of services.
    2. Select a service.
            a. The service will be applied to the spot the cursor is placed.




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                              Guide to Residency Scheduling in OnCall


         Figure 30: Select servic es from the Infobox by Staff Type




                                  1


                                                                 2. Click on a
                                                                 service and it
                                                                 will be placed in
                                                                 the box that is
                                                                 yellow high-
                                                                 lighted.




    3.   In this example, the PGY3 view was chosen and services were added to the individual
         PGY3s schedule. They have rotations based on the calendar months.
    4.   Vacations have been selected out of the Infobox and entered into the schedule.
              a. Dreier is on vacation 10/1 through 10/31.
              b. Reighley is on vacation 11/1 through 11/30.

         Figure 31: PGY3 Block Schedule Complet e




                                      4a
                                           4b




Split Shift
    1.   Place cursor in the cell where you want to setup a split shift.
         a. The Infobox will open.
         b. Determine which service will fill the first part of the rotation period and which service
              will fill the second half of the rotation period.
    2.   Hold down the “Ctrl” key on your keyboard and at the same time click on the two services
         in the Infobox wit h your mouse.
         a. Choose the services in the date order that the Staff member will be performing the
              services (the first half of the month is spent on ANGIO and the second half of the
              month is spent on CHES T).
    3.   The cell will display two services side by side and colored in red. A split shift will split the
         month based on the split date you set on your custom shifts. (See “How to Customize
         Standardized Split Block s” above.) For this example, the resident is on Angio from
         7/1/04 through 7/16/04 and then is on Chest from 7/17/ 04 through 7/31/04.




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    Figure 32: Creating a split shift




                      2




                                                      2




Create Cross Cover
Cross cover allows layering of primary and secondary assignments in the master schedule. The
block schedule will display the p rimary assignments with the secondary assignments indicated by
small markers in the corner of the cell.

Things to consider before setting cross cover:
 What specific services are cross-covered?
 Will all attendings for this service be on the cross covered servic e?
 Is the cross cover specific to an individual and not all physicians on the rotation?

Set up Preferenc es first so that the cross-cover markers will be displayed for those viewing the
schedule online.
    1. From the OnCall menu bar, Select File.
    2. Select Preferences.




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                              Guide to Residency Scheduling in OnCall


    Figure 33: Setting Pref erence for cross-cover mark ers
1




2


    3.    Select Web posting.
    4.    Select X-cover markers on block pages.
    5.    Click OK.
              a. The markers will now be viewable by yourself and those viewing the schedule
                  online.

          Figure 34: Setting Cross Cover Mark ers




                         4


      3




      5




How to set cross cover in OnCall
    1.    Make sure the primary service is entered in the block schedule and highlight this cell.
    2.    From the OnCall menu bar, click Window.
    3.    Select Cross cover.




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                              Guide to Residency Scheduling in OnCall


    Figure 35: Creating Cross cover
                                                  2




                                          3




                      1




    4.   The cross cover box immediately opens.
    5.   No Cross cover is currently set for NE URO, as NEURO is the highlight ed service in this
         example.
    6.   Click on Setup and the Setup box pops up.

    Figure 36: Cross cover box




                                              5                                     6




    7.   All services are listed in the center column.




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    8.   Select a service from the center column as the Rotation that offers xcover to staff.
    9.   Click on the left facing arrows to move the service NEURO from the center column to the
         left column.

    Figure 37: Cross Cover

                         10


                              8




                  9




    10. Select CT to xcover to NEURO.
    11. Click on the right facing arrows to move the service CT from the center column to the
        right column.

    Figure 38: Service moved to Left Column


                                  12




                  11




    12. Click OK to indicate that the physician working on the service NEURO cross covers CT.

    Figure 39: Cross cover set up complete.




               13




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    13. The box displayed in Figure 30 pops up aft er clicking OK.
             a. Notice that CT is set as the cross cover target; a small pink circle is the cross
                  cover marker.
    14. If the cross coverage applies to all staff working on the NE URO service, click on Apply to
        all.

    Figure 20: Continue with Cross Cover




    15. Highlight CT.
            a. Apply to all…all NE URO
                      i. Will this cross cover be applied to all NE URO staff in the schedule?
            b. Apply to all…Attending NE URO.
                      i. Will this cross cover apply only to Attendings on the NE URO service?
                              1. For this example, this cross cover will apply only to Attendings
                                  on the NE URO service.
    16. Click Attending NE URO.

    Figure 41: To Whom Does This Rule A pply?



                  16
 15


    17. All Attending NE URO rotations have cross cover markers for CT.
    18. Continue adding to the cross cover Setup box until all cross coverage is set.

    Figure 42: Cross Cover Set




               17




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Special Requests (Holiday, Family leave, Personal days…)
Things to consider before creating Special Requests:
    1. You have four-color choices for special requests. Determine how you would best like to
       use these colors.
    2. Examples of color use:
        Choose Green for family leave.
        Choose Pink for conferences.
        Choose Black for board examinations.
        Choose Mustard for vacation.

How to create Special Requests in OnCall
1.   Place your cursor in the cell that spans the dates for the Special Requests.

     Figure 43: Preparing for Special Requests.




                                 1




2.   Right click on the highlighted block.
3.   Select Add a request… from the menu.


         Figure 44: Turn Special Requests On




                                     2


                                                                         3




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                              Guide to Residency Scheduling in OnCall




     Figure 45: Special Requests Box



                     4




4.   The Special Requests setup box will display. A new request will be created for the date
     interpolated from the loc ation of the cursor. If a request falls near the beginning of block 2,
     put the cursor near where the request will go befor e hitting the right mouse button.
5.   Select one of the four colors by clicking on a colored quadrant of the color box.
6.   The date for your new request is displayed. For this example, the cursor is placed in the
     center of the September block. The start date fo r the special request displays as 9/16/2004.

     Figure 46: Date settings




                                                   5


                                          6
                                          6a




7.   Enter the special request in the text field.
     Figure 47: Text Description of Special Request

                                               7




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8.   To Change Dates: Use the left and right horizontal arrows to move the begin date forward or
     backwards.
     Figure 48: Forward and Back ward Dat e Arrows

            8



9.   Use the up and down arrows to define the end date.


                              9




     Figure 49: Up and Down Date Arrows




10. Special Requests do not have a separate save feature as the Special Request markers ar e
    created as you enter the dat e information.

Physician Demographics in OnCall
1.   Select the Block Schedule.
2.   Click on a Staff member’s name.
3.   Enter pager, Telephone number and Email address.




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Figure 50: Physician Demographics




Create a Call Schedule
      1.   Open the block schedule.
      2.   Click on the red half moon symbol (Call Schedule).
      3.   The call schedule will list all rotations that were identified as taking call when the block
           schedule was creat ed.
               a. Note: This example uses a different schedule from the previous pages for
                    variety. For this example, the following servic es were assigned call:
                          i. FM R1 with one call line in the schedule.
                         ii. FM R3 with three call lines in the schedule

      Figure 51: Service Names on Call Schedule

                    2




  3



      4.   If desired, change the service names to match your call names.
                a. Place the cursor in the cell with the service name that will be changed to a call
                    name and type the call name int o the cell.




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    Figure 52: Enter Call Names




     4




Enter Call Schedule Manually
    5.   Place the cursor in the first cell where you will enter a person to cover call.
             a. The Infobox lists available staff alphabetically.

    Figure 53: How to Add Staff to Call




                                   5




    6.   With the cursor in the blank cell, type in a few letters of the staff name as it is listed in the
         Infobox, or click the staff name from the Infobox list.. The staff name will appear in the
         cell after you type a few letters. Continue adding staff until the call schedule is complete.

    Figure 54: Adding Staff to Call




                              6




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Set Shift Patterns to Schedule Call Automatically
If you have a call schedule that follows a specific pattern over a period of time, you can set this
pattern rather than enter the call schedule manually.
     1. Open the block schedule.
     2. Click on the red moon icon to open the call schedule.
     3. Select Windows.
     4. Click on Call & Shift Patterns.

    Figure 55: Select Call & Shift Patterns
                                              3
                                   2
                                              4




    5.   The Call & Shift Patterns box pops up.

    Figure 56: Call & Shift Patterns box




                                              5




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    6.   Highlight the call name for which you will create a shift pattern in the call schedule.
    7.   Highlight pattern 1 and give it your pattern name by placing your curs or over the word
         Pattern 1 and keying your pattern name int o the box (FMR3, e.g. ).
    8.   Specify the period of time this pattern occurs (in this example, 16 days).
    9.   Now using Work er1, highlight the days that worker one’s pat tern would be.
             a. Worker one works Wednes days, Saturdays and Mondays.
             b. Worker2 works Tuesdays and Sundays.
             c. Worker3 works Tuesdays and Fridays.

    Figure 57: Setting Shift Pattern Work er 1




                                          8
     6
                     7


                                              9
                                              8a
                                                             9a
                                                             8a




    Figure 58: Setting Shift Pattern Work er 2




                                                   9b


    Figure 59: Setting Shift Pattern Work er 3




                                                        9c
                                                        c



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    10. Return to your call schedule and select the first call line that incorporates the pattern.
    11. The Infobox provides the details of the call where Call & Shift patterns were set.

    Figure 60: Infobox lists Call & Shift Pattern




    12. Assign the call pattern to the selected call service by clicking on the drop down box
        where the call patterns are listed in the Infobox
    13. Select the call pattern created for this call.

    Figure 61: Assign the Call Pattern




                             12



                             13




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    14. Enter names in the call schedule. The first name entered will generate the pattern for
        that person based on the template you just created.

    Figure 62: Call & Shift Patterns Set Automatically




                                          14




    15. Continue creating Call & Shift patterns and complete the call schedule.


Schedule Content Boxes
Schedule Content Boxes allow you to customize your view of Rot ation, Call and Clinic schedules.
This limits your view to a subset of the schedule without changing the schedule.
     For example: You want to create a Schedule Cont ent box to view only the rotation
         schedules of attendings that typically work at one hos pital. You may want one view of
         the Attending Staff type page that lists all attendings, one view that lists all attendings
         who rotate at the University Hospital, and one view of all attendings at Children’s
         Hospital.
     For example: You may want to create a Schedule Content view for PGY3s on a specific
         rotation that requires 360 evaluations of the PGY3s..

Things to consider before creating Schedule Content views:
     Why do you need a separat e view than what is currently on your block schedule?
     What will you name the Schedule Cont ent boxes?
     Will all physicians be included in your cont ent boxes?
           o If not, be sure and exclude them from Schedule Cont ent box list.

How to Create Schedule Content Boxes
    1.   Open the Rotation (Block) schedule.
              i. Make sure the View All Staff button is not selected.
    2.   Click on View.
    3.   Toggle All Staff to turn it off.




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    Figure 63: Turning off all staff

                    3




                    4




    4.   Select the staff type for which you are setting the Content box by clicking on the Staff
         Type icon (types A, 5, 4, 3, 2, e.g.).
    5.   Click on Window.
    6.   Click on Schedule Content.
    7.   The Schedule Cont ent box pops up after clicking on the word Schedule content in the
         drop down box.

    Figure 64: Schedule content
                                            5

               4




                                            6

    Figure 65: Schedule Content Setup Box




                                                7




    8.   Click on the second Icon from the left in the Infobox     so that Show All (PGY3s) is
         selected.




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         Figure 66: Show All (attendings)




    9.   Notice the eight combinations of dots on the right half of the Schedule Content toolbar.

                            The first dot is your Block Schedule and should not be changed. You
         can create up to seven different views bas ed on information from your completed Block
         Schedule.

    10. Move to the second set of dots (2 dots) and click on this icon.
        Figure 67: 2 dots




    11. Review the content of the Schedule Content box and determine if you will remove any of
        the physicians in this list from the Schedule Content Box. Removing a physician from
        this particular page view doe s not remove the physician from the schedule.

    12. Click on the physician’s name you wish to remove and their name will be toggled off for
        this view.
        Figure 68: Turning Reighley off from this View



                                Reighley, A is now toggled off from this view.
    12


    13. Click on the Schedule Heading title at the top of the Block Schedule page. Highlight and
        delete the current schedule name. The 2 dots will not repres ent your Block Schedule so
        you will need to create a name for the new view.

         Figure 69: Schedule Heading



                                                                         13




    14. Change the title of this schedule to reflect the subset you have creat ed by typing directly
        over the name you just deleted. Name the new view by typing directly into the space

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         you just deleted and for this example we will title the new Schedule content screen PGY3
         360 Evaluations. The original schedule is still left intact and will be there when you click
         on the single dot.
    .
         Figure 70: Change Schedule Heading
                                                                              14
                                                                               3




    15. You can toggle back and forth between these pages by clicking on the combination of
        dots. Continue to build up to eight views.

    16. Schedule content boxes are also available in the Call schedule. Rather than selecting
        individuals by staff type, the Call Schedule Content box allows you to select different Call
        lines for different views.


Clinic Schedule
    1.   Open the Rotation (Block) schedule.
    2.   Click on the Clinic Icon (the blue C) in the OnCall menu bar.

    Figure 71: Select Clinic Schedule


                                          2




    3.   Click on the staff name to whom a clinic will be assigned.
    4.   Click on the Clinics icon in the Infobox.
    5.   The red dots indicate Call scheduled.




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      Figure 72: Select Staff Name




                     5

  3                                             4




      6.  Select the AM or PM icon          , which opens the next box where clinics are added for the
          specific staff member.
      7. Add clinics for staff member.
              a. Set AM, PM or Eve
              b. Designate if the clinic is All year or a specific time frame.
                         i. If so identify When on All year.
      8. Clear year of existing clinics: Warning: use this option only when setting up a clinic
          schedule.
      9. Clinic list
              a. Click the drop down box for the Clinic List.
              b. If you did not enter clinics in the General Setup box prior to setting up clinics, a
                   box will pop up telling you that there are no clinics entered. Click the OK button
                   and General Set up will open for you to ent er clinic names before going any
                   further.
      10. Select Clear & apply to apply your clinic schedule.




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    Figure 73: Setting Clinic




                          6




                                              7




                                                  8
                                                  9
                                                  10




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Tally
Tally will identify number of times on Call, in Clinic and duty hours for each month for the full year.
    1. Open the Rotation (Block) schedule.
    2. Click on the statistics icon.
    3. Select Call, Clinics or Duty Hours in the drop down menu box and tallies will display.

Figure 74: Tallies




                                                          3
                   4




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