Scheduling GUI User Manual

Welcome to the Scheduling GUI User Manual. This version reflects the software as of version 1.6. The software is liberally licensed under ​LGPL; this manual is licensed under ​CC BY. These licenses enable you to use and modify the software even in commercial settings.

What is the Scheduling GUI?

Clinical Scheduling for Windows (BSDX) package is the Windows Extension of the PIMS Scheduling program in VISTA. It gives you many appointment management functions included in PIMS Scheduling, but with the added convenience and usability of a Graphic User Interface (GUI). The IHS Clinical Scheduling for Windows (BSDX) package should be used with PIMS Scheduling.

What does the Scheduling GUI need to run?

M Side: This version will run on WorldVistA 6-08 or 3-09 or later. It has not been tested on OpenVista, FOIA Vista, nor on vxVista.

GUI Side: This version runs on Microsoft Windows XP or later using .Net 4. It DOES NOT run on Linux, even if you use Wine or Mono. If you want it to run, drop me a line!

Installation

Installation turns out to be not that simple. It's a series of 5 kids builds on the M side; 2 files (or more if you want Arabic) on the Windows Side. Go here.

Post Installation Tasks on VISTA

• To access the Scheduling GUI at all, users must have access to two menu options on their menu tree: BMXRPC and BSDXRPC. The best way to do that is through a sub menu on their primary menu tree. Remember to rebuild your menus after adding RPC type options!!!
• The person who will set-up the Scheduling GUI for the first time must have BSDXZMGR Key
• All Scheduling Users must have the BSDXZMENU key.
• Continue below in the Set-up for the First Time section.

Definitions

Term	Description
Access Block	Access Blocks are color-coded representations of the amount of time allotted for a specific Access Type (or appointment). In the some places, they may be referred to as an Availability Block in the source code.
Access Types	Access Types refer to the variety of different appointment types. Most people set-up two Access Types: Scheduled; and Walk-ins. AKA Availability Type
Access Groups	Access Groups are categories of Access Types. Assigning Access Types to Access Groups makes it easier to schedule and search for certain types of appointments.
Resources	The term Resources refers to any person or service for which a patient can be scheduled. Resources can be physicians, diagnostic equipment (such as MRI, CT scan, ultrasound, and so on.), or specialty appointment slots, such as physical therapy. Resources corresponds to what PIMS calls Clinics
Resource Groups	Resource Groups are categories of Resources that help to organize the variety of Resources available at each location. For example, a Resource Group of Dermatology can be used to group 3 different dermatology Resouces. AKA in the source code Departments.
Slot	Number of appointments per defined appointment length. For example: If SLOTS = 4 and your clinic (resource) appointment length is 30 minutes, then there are four (4) available appointments for every 30 minutes.

Orientation

Starting the Program

Set-up for the First Time

Day to Day Use

Setting Up Access Blocks

Managing Appointments

Viewing and Printing

Miscellaneous Admin Functions