Both the Client Calendar and the Employee Calendar are very similar in appearance and in what actions you can perform. This article shows you how to adjust the environment and navigation settings for the Client and Employee Schedule.
Contents in this Article
Client Schedule Environment Options
Employee Schedule Environment Options
Schedule Navigation Options (CTRL+F7/F8)
List of Formula Codes for Calendar Display Options
Client Schedule Environment Options
1. From the Client Schedule, go to
Suggested Client Schedule settings. Note: You can adjust other settings, like font size and view options per your preference.
Steps to configure the Calendar Visit Display Options.
1. Click Add and give this new formula a name.
2. Click in the Formula field > rt. click then select the following formula codes LINK, TIMES, EMPLNAME.
3. Click Test/Save to see the Formula Test Results.
Employee Schedule Environment Options
1. From the Employee Schedule, go to
Suggested Employee Schedule settings. Note: You can adjust other settings, like font size and view options per your preference.
Steps to configure the Calendar Visit Display Options.
1. Click Add and give this new formula a name.
2. Click in the Formula field > rt. click then select the following formula codes LINK, TIMES, CLTNAME.
3. Click Test/Save to see the Formula Test Results.
Schedule Navigation Options (CTRL+F7/F8)
Set a specific Area, Department and Status by selecting the Set Navigation Filters button. This supports the CTRL+F7/F8 shortcut.
1. Click on the more menu tab > Navigation Filter Options(CTRL+F7/CTRL+F8)...
List and Description of Formula Codes
| Category | Display | Option |
| Times/Duration | Time Of The Visit | <TIMES> |
| Time Of The Visit And Follows It With A For AM Or P for Pm | <AMPMTIMES> | |
| Duration Of The Visit | <DURATION> | |
| Time The Visit Begins | <STARTTIME> | |
| Time The Visit Ends | <STOPTIME> | |
| Names | Name Of Client | <CLTNAME> |
| Name Of Employee | <EMPNAME> | |
| Last Name Of Employee | <EMPLASTNAME> | |
| First Name Of Employee | <EMPFIRSTNAME> | |
| Geographical Location In Which The Employee Resides | <EMPAREA> | |
| Reason/Services | Type Of Service Being Provided During The Visit | <SERVTYPE> |
| Reason For The Visit | <VISITREASON> | |
| Activities Being Performed During The Visit | <VISITREASON> | |
| Shift/Schedule Info | Priority Code | <ACTIVITIES> |
| Shift Of The Visit | <PRICODE> | |
| Visit Pattern | <SHIFTCODE> | |
| Schedule Identification Number | <SCHEDID> | |
| Schedule Identification Number | <VISITID> | |
| Group visit link ID # | <VISITGROUPLINKID> | |
| Duration | Displays The Visit Duration In Hours And Minutes Format | <DUR-HM> |
| Displays The Visit Duration in Minutes Format | <DUR-M> | |
| Duration Of The Billing Time | <BILLDUR> | |
| Displays The Billing Duration In Hours And Minutes Format | <BDUR-HM> | |
| Displays The Billing Duration In Minutes Format | <BDUR-M> | |
| Duration of Paid Time | <PAYDUR> | |
| Displays The Pay Duration In Hours And Minutes Format | <PDUR-HM> | |
| Displays The Pay Duration In Minutes Format | <PDUR-M> | |
| Funder | Displays The Funder Code | <FUNDERCODE> |
| Displays The Funder Name | <FUNDERNAME> | |
| Record Info | Date And Time The Record Was Saved | <INTAKE> |
| Name Of Procura User Who Saved The Record | <INTAKEUSER> | |
| Date And Time The Record Was Saved | <CHGDATE> | |
| Name Of Procura User Who Last Changed The Record | <CHGUSER> |