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This article explains how to adjust appointment calendar settings in Elation Billing for Legacy practices.

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Overview

Elation EHR + Billing Practices will use the EHR Calendar instead of the Elation Billing Calendar. This article applies to Legacy practices only.

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Workflow Instructions

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Accessing Calendar Settings

  1. Navigate - Click on the Appointment Calendar option under the Patients drop-down menu.
  2. Open Settings - Click on Calendar Settings. Weekly appointment calendar view with the Calendar Settings button highlighted in red, located in the upper-right sidebar.
  3. Review and Adjust - Use the bar on the left to adjust and save different calendar settings.
Make sure you save on each settings screen!
Scheduler Settings General tab selected, showing fields for Practice Name, Time Zone (Pacific Time), Calendar View Duration (15 min), View Start (08:30 AM), and View End (08:00 PM), with Save button highlighted.

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General Settings

Scheduler General Settings panel with highlighted fields: Practice Name "Sample Practice," Time Zone set to Pacific Time, Calendar View Duration 15 min, Start 08:30 AM, End 08:00 PM.
  • Time Zone - Sets the time zone used by the Elation Billing calendar and its reminders.
This Time Zone setting applies to the Elation Billing (Legacy) calendar only. It does not control Elation EHR automated appointment reminders. For EHR reminder timing, see the Calendar Guide - Using automated appointment reminders.
  • Calendar View Duration - How your calendar screen looks
  • Calendar View Start - Start time of calendar display
  • Calendar View End - End time of calendar display

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Type Settings

Appointment Types settings page with the "New Patient" type expanded, showing Color, Hours (Mon–Sun with no times set), and Duration set to 15 min. The "+ Add Type" button is highlighted. NEW PATIENT and EXISTING PATIENT are built-in types, but you can add additional appointment types.
  • Color - Display color in waiting room and calendar view (if color legend is by appointment type)
  • Hours - Used for calendar embed widget on your website
  • Duration - Default appointment duration for calendar embed widget

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Provider Settings

New providers are added in your regular practice settings area. Provider settings panel for Bagheri, Michael MD showing teal calendar color, four locations checked (Office, Eisenhower Medical Center, Home, Skilled Nursing Facility Manor Care), and Takes Appointments enabled.
  • Color - Display color in waiting room and calendar view (if color legend is by provider)
  • Locations - Used for calendar embed widget restrictions
  • Takes Appointments - Used for calendar embed widget restrictions

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Location Settings

New locations are added in your regular practice settings area. Location Settings panel for "OFFICE" showing a pink calendar color, weekday hours not yet set (Mon–Sun all blank), and "Takes Appointments" checkbox enabled.
  • Color - Display color in waiting room and calendar view (if color legend is by location)
  • Hours - Used for calendar embed widget restrictions
  • Takes Appointments - Used for calendar embed widget restrictions