Manage Provider Availability and Overrides

This guide will walk you through setting up and managing provider availability schedules, including regular availability windows and overrides for special dates.

Setting Up Regular Availability

1. Navigate to the Dashboard

Start by navigating to your EMRG dashboard. You can access it through the main dashboard URL with your provider IDs.

EMRG Dashboard

2. Access Provider Settings

Click on "Provider Settings" in the navigation menu to access provider configuration options.

Provider Settings

3. Configure Availability

Click on the "Availability" tab to manage your scheduling preferences.

Availability Tab

4. Toggle Days On/Off

Use the toggle switches to enable or disable specific days of the week for your availability.

Toggle Days

5. Add Multiple Time Windows

For days when you have multiple availability windows, click the plus icon to add additional time slots within the same day.

Add Time Windows

6. Define Time Windows

Use the dropdown menus to select your specific availability windows for each day.

Define Time Windows

7. Save Your Settings

Click "Save" to apply your availability settings.

Save Settings

8. Set Your Timezone

Ensure your timezone is correctly set to match your location. This is crucial for accurate scheduling.

Timezone Settings

9. Confirm Timezone Settings

Click "Save" again to confirm your timezone configuration.

Save Timezone

10. Verify Calendar Display

Click on "Calendar" to see how your availability slots are reflected in the calendar view.

Provider Display

Creating Overrides

11. Add Override

To add vacation dates or out-of-office dates that differ from your regular availability, click "Add Override" on the Availability tab.

Add Override

12. Select Date

Click "Pick a date" and select the specific date you want to block off from your schedule.

Pick Date

13. Create Override

Click "Create Override" to apply the date-specific availability change.

Create Override

14. Verify Override

Check the calendar view to confirm that no availability is shown on the overridden date.

Verify Override

Key Features

• Flexible Scheduling: Set different availability for each day of the week
• Multiple Time Windows: Add several availability slots within a single day
• Timezone Support: Ensure accurate scheduling across different time zones
• Override Management: Block specific dates for vacation or out-of-office time
• Visual Calendar: See your availability reflected in the calendar interface

Best Practices

1. Set Realistic Hours: Only set availability for times when you can actually see patients
2. Consider Timezone: Make sure your timezone is correct to avoid scheduling conflicts
3. Plan Overrides Early: Add vacation and out-of-office dates well in advance
4. Regular Review: Periodically review and update your availability settings
5. Test Calendar View: Always verify your settings appear correctly in the calendar

Troubleshooting

• If your availability doesn't appear in the calendar, check that you've saved your settings
• Ensure your timezone is correctly set to avoid scheduling issues
• If overrides aren't working, make sure you've clicked "Create Override" after selecting the date
• For multiple time windows, verify each window has been properly configured before saving

For additional support with provider availability management, contact our support team at support@joinemrg.com.