Editing user groups

A user group is a selection of providers (dentists, hygienists, and so forth) that you can use to quickly customize the schedule view. You can edit user (provider) groups as needed.

Notes:

• A user (provider) group can include active providers from your entire organization, but only the providers with access to the location that you log in to appear on the schedule if the view includes that user group.

• A given provider may be assigned to multiple user groups.

• Editing user groups requires the "Review User Group" and "Create/Update User Group" security rights.

To edit a user group

1. On the Settings menu, under Location, click (or tap) User Groups.

   The User Groups page opens.

2. Select a user group.

   

   The options for editing the user group become available.

   

   Notes:

   • If a provider that is assigned to this group has been inactivated, "Inactive" appears in the Status column. A column for that provider will not appear on the schedule if the view includes this user group.

   • If a user that is assigned to this group has been made a non-provider, "Non-provider" appears in the Specialty column. A column for that provider will not appear on the schedule if the view includes this user group.

3. Change the name, assign providers, and/or remove providers as needed.

   Do any of the following:

   • Change the Group Name, which is a unique name (up to 25 characters long) to identify the user group on the schedule's View menu.

   • To add a provider, click (or tap) in the Add User box, begin typing part of a provider's name or ID, and then select the desired provider.

     

     Notes:

     • To filter the Add User list by specialty, click (or tap) in the User Specialty box to view a list of specialties, clear the check boxes of the specialties that are associated with the types of providers that you do not want to include in the Add User list, select the check boxes of the specialties that are associated with the types of providers that you want to include (you can quickly clear or select all check boxes, by clearing or selecting the check box at the bottom of the list), and then click (or tap) Apply Selected.

       

     • Only active providers with the specified specialties and who are not already assigned to the group are available. As you select a provider from the list, that provider will no longer be available on the list. If all providers are assigned to the group, this box is not available.

   • To remove a provider, under Full List, click (or tap) the X of the provider that you want to remove from the group.

     Note: As you remove a provider from the group, that provider will be available on the Add User list again.

4. Click (or tap) Save.