scheduler-and-check-in.md

id	title	date	version	lastAuthor	mimeType	links	source	wikigdrive
1s0CKXnoFiWCnOBilqW1BRHQSuM0N5Be2iU1vaaVOeeA	Scheduler & Check-in	2020-02-27T21:27:23.979Z	25	aquandt	text/x-markdown	../../review-sessions/review-session-scheduler.md ../../review-sessions/review-session-checkin.md	https://drive.google.com/open?id=1s0CKXnoFiWCnOBilqW1BRHQSuM0N5Be2iU1vaaVOeeA	0008bcbb1563384efe0a28ada6f97e9432e65f10

Purpose

Cover the Scheduler Review Session and Checkin Review Session to gather all necessary information and identify any gaps.

Objective

Review standard  {{% system-name %}}  workflows and gather information needed for system setup of the Scheduler and all associated check-in workflows.

Agenda - 2 Hours

• Demonstrate the out-of-the-box check-in functionality
  • System Configuration
    • Check-in Stations
    • Check-in Portal (if purchased)
• Demonstrate the Scheduler
  • Overview
    • Scheduler Tabs
      • Views
      • Wizards
      • Schedules
      • Waiting List
    • System Configuration
      • Schedule Resources
      • Schedules
      • Appointment Types
        • Durations
        • Colors
        • Default Encounter Type
        • Print Definitions
      • Cancellation Codes
      • Waiting List

Afterward

Document action items, distribute meeting minutes, create Jira tickets for configuration projects that are in scope, perform system configuration, update percentage complete and dates on project plan, and prepare for subsequent meetings.