In this training video, I walk you through the process of creating and managing group schedules within Oscar. You'll learn how to add multiple providers to your schedule, filter out those not working, and create a new group schedule with ease. I also cover how to manage existing groups and adjust the order of providers. Please make sure to follow along and try creating a group schedule yourself!
0:00 Hi there! In today's training video, we are going to be going over how to create and manage your group
schedules.
0:10 Within Oscar, you have the ability to create a group schedule which will add more than one provider in different
columns on your schedule screen.
0:17 With the group drop down in the top right corner of your schedule, that'll list different providers that you have
on the system that you can load their schedules.
0:26 Additionally, you'll also, if you wish to create a group schedule have that ability. If I click, for instance, Beth,
that's going to load for us different columns with different providers.
0:38 Now, a benefit of this would be to be able to manage the different providers and book accordingly underneath
each one of them.
0:46 You also have the ability from a group view to display only the individuals that are working that day. So should
you have schedule templates created for each provider, so those ones and axes.
0:58 Some P's that are beside each time stamp on the schedule screen. With the schedule button in the top left
corner, this allows you to filter out individuals that are not working that day from your group schedule.
1:13 So for instance, John here does not have a schedule for the day. If I do click on schedule, that is now going to
filter John out leaving us with only the individuals that are working today.
1:25 If I wish to see all the users that are within my group view, I'm able to click on the all button and that'll bring us
back to everybody that is in our group schedule so now in order to create a group schedule, we're going to go
under administration.
1:39 We're going to go into schedule management on the left. And we're going to go into add a group. From here,
you're able to give your group a name.
1:50 You have up to 10 characters that you're able to utilize with your name. Now below will be a list of all of the
providers that are within your system.
1:59 So from here, you're able to check off any of the users that you wish to have with the group in your group
schedule, just by placing the check mark beside them.
2:08 At the bottom of this list will be your save option. Once you're saved your group schedule, it'll refresh and bring
you back up to the top of the page, giving you a success message that you've successfully created your group view.
2:20 We can click on view group list if you wish, and that'll list any of the group schedules that you have created on
your system.
2:28 Once a group schedule has a has been created, you could always manage it with manage groups along the side.
With your managed, groups, you're able to click on the group name that you wish to edit, and that'll expand the
users within that group schedule.
2:45 You will have the option to add to group, so should your clinic grow and you need to add any additional
providers, you're able to click the add to group option, and then select additional providers to add to your group
view.
2:57 Along the right-hand side, you'll have additional action options. You have up and down arrows, as well as Xs.
Should anyone have left
3:06 After your clinic, you do have the X to remove them from your group view. You have the up and down arrows in
order to change the order of your scheduled view.
3:18 Beth, for instance, in the top spot would be the first provider on the left-hand side of your schedule. If I wanted
to, for instance, put Christian in the first spot, I would use the up arrow in order to move him to the top position.
3:31 By placing him there, I'm able to, again, customize my schedule view. By clicking on save, that'll save any of the
changes that you've made to your group schedule.
3:42 Now, if I close our admin panel and I bring us back to our schedule main page, I'm just gonna do a quick refresh,
and from our group drop-down, we should see clinic, now as an option.
3:57 When I select clinic, neck. We'll note that Christian is in the first spot. Again, we have that John here that is not
actually working today, and we can click on the schedule button to filter him out.
4:09 That would be concluding today's video on how to create and manage your group schedules. You can check
out our help portal for additional videos and articles. Thanks!