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Appointment-Plus LifeSpark Manual v2
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1. to Aurora Medical Center o v di 1 ll isplay a LifeSpark locations Monday Tuesday Wednesday Thursday We Th Fr Sa 28 29 30 31 1 2 6 7 8 2 13 14 15 16 20 21 22 23 27 28 29 30 Participant Search LifeSpark Provider Search Scheduling Report Recurring Scheduling Maint 2m Aurora Medical Center of Auror Recurring Reserve Maint Dle Boulder Atonement View Waiting List 0 Denver Health Denver St Barnabas Highlands Ranch St Andrew Unit Lakewood Green Mtn UMC Lone Tree Skyridge RMCC Aurora Note LifeSpark locations are l i P RME Lakenna 7 dynamic For that reason your RMCC Lone Tree 1 RACC Longmont location may not be shown in baase this screen capture Scnequiing Schedule Appointments 1 Step One Select your Location from the Rooms drop down list Scheduling tab should be selected Select your Location from the Rooms drop down list Step Two Select the date Select the month and year Step Three Click a blank area or the Green sign for the chosen date and time WRONG 30 10 3 Ci Reserved 30 43m Tip If you accidentally click the red sign you ll get a Reserved block To correct this click the large red X and then confirm the deletion ae Verify that A ppointment plus the correct Pee Location is Scheduling Participants Reports LI sel
2. LifeSpark Cancer Resources 355 South Teller Street Suite 200 Lakewood CO 80226 303 425 5670 Appointment plus User Manual for LifeSpark Cancer Resources Version 2 0 For technical assistance please contact Appointment plus Administrator Bob O Connell 303 478 0721 How to Login 1 Obtain your login name and password from your LifeSpark site coordinator 2 Open your web browser and go to www appointment plus com rin Home Sync integrate Contact Us 3 800 988 0061 E Appointment plus ach Features Industry Solutions sais 3 Click the Online Appointment Login button Scheduling Software Over 12 million users worldwide Small or large businesses App ol nient plus No website required ALL ABOUT ONLINE SCHEDULING SOFTWARE TRY IT FOR FREE TODAY gt oe SEARCH FOR YOUR INDUSTRY j EEE o0 00 Fad agem Home Sync integrate Contact Us L 800 988 0061 login A ppointment plus The industry leader for online scheduling t G Buk x Log In to Your Account Login TProvider i 4 Enter your Panna Login name and Password Forgot your password E A Try Payment Processing Today Click here to retrieve it by email No contracts or hidden fees Free payment gateway Or call us for assistance Fast free and easy set up during business hours 480 483 1199 option 3 Click here to learn more after hours 1 800 988 0061 5 If this is your first login you will Your password need
3. Session weekly Assigned None TH Scheduling Notes internal only Provider None Last name first name Type recurring appointment Comments Send scheduling e mail to participant yes 2 Send scheduling e mail to lifespark provider yes Availability Fee ua Test Provider Participant Notes internal only a v E d Confirming and Editing Your Appointments To edit an appointment when in Day or Week view go to the appointment and select the i icon from the menu at the top of the time block If in Month view click on the appointment to open an edit screen In Day or Week view click the i icon to display the 5 GB Lif Test Provider Example EP LifeSpark Session weekly appointment information s Scheduled 2 Ect Scheduling 3 Recurring Daytime Phone 555 555 5555 Next 3 Scheduling Fs s 30 Date Type Of Session Status NOTE In Month VIEW the 6 5 2012 10 00am LifeSpark Session weekly Scheduled 1 1con does not appear 5 6 12 2012 10 00am LifeSpark Session weekly Scheduled Simply click on the 6 19 2012 10 00am LifeSpark Session weekly Scheduled appointment instead IMPORTANT When a session is complete set the appointment to Complete to automatically input your time for reporting purposes Click the status icon and select Complete to auto input your d i T Lf Test Provider Example EP LiteSpark Session weeldy time for reporting purposes BB Confir
4. ected 712 gt Select Room All Rooms Aurora Medical Center of Auror Boulder Atonement Centennial Medical Center of C Denver Health Tuesday 6 5 2012 Wednesday Highlands Ranch St Andrew Unit Lakewood Green Mtn UMC Lone Tree Skyridge RMCC Aurora RMCC Colorado Springs RMCC Lakewood RMCC Lone Tree RMCC Longmont RMCC Thornton Appointment plus Cia aca Scheduling Participants Reports LifeSpark Providers Select LifeSpark Provider v Denver St Barnabas Jun gf 2012 3 Taa os2012 we2012 Su Mo Tu We Th Fr Sa 1 Sse Ss B 29 1 2 4 si 6 7 a9 x 13 14 15 16 Select the day Appointment plus Tea aaa Scheduling Participants Reports LifeSpark Providers Select LifeSpark Provider v l 4 6 5 2012 6 11 2012 gt Denver St Barnabas Su Mo Tu We Th Fr Sa 4 2 4 i 0 7 0 9 11 12 13 14 15 16 weseanaan wo 25 26 27 28 29 30 Click a blank area or the Green sign on the left Schedule Appointments 2 Step Four Enter the appointment information Finalize Scheduling To begin select the Participant s name from the drop down list Select Participant With Test Provider v view Select Participant ation below z X EP Example Room Lakewood Green Mtn UMC AET Type of session Select Type Last Name Duration Initials Date Daytime Phone Time The Provider Cell Pho
5. er Schedule Appointments 3 If you selected recurring appointment a Recurring Scheduling Information dialog box pops up at the top of the page Enter the parameters and then click the Finalize Scheduling button L Reserve Time Finalize Scheduling Recurring Scheduling Information You must enter scheduling information below before entering any recurring scheduling information Scheduling will not be q are already reserved Click Finalize Recurring Period End Date Scheduling This ead x E Endon June gt 26 2012 7 button when E z w S Se done OR QThis appointment recurs on the First v Sunday z ofevery month z Select Participant Test Provider v view A confirmation screen appears Click close window and refresh to exit the confirmation screen Click close close window and refresh window and Make Scheduling refresh to exit aB Recurring scheduling have been confirmed Recurring Scheduling Information Scheduling will recur every week ending on 06 26 2012 it Example view With Test Provider view Location LifeSpark Cancer Resources Last Name Participant Room Lakewood Green Mtn UMC Initials Ep t Type of ns session pad ne 555 555 5555 Duration 1 hour Cell Phone Date Tuesday June 5 2012 E mail Time 10 00am Gender i Female Status Scheduled Preference Cost 0 00 Tip Via ni Either Special Instructions for Participant LifeSpark
6. for example Spanish Vietnamese Chinese German or Russian Click Update when done 11 When your Provider Information has been entered click the Scheduling tab to return to the main Appointment plus screen 3 Screen Navigation Sign Out Deg ek button Calendar in Week view The Marketplace Participant View Help Classic View Sign Out Location LifeSpark Cancer Resources wi schedule For ined Coaching Session Status Awaiting Registration click here to schedule your free coaching session Your coach is Marissa Johnson 480 483 1199 x146 or mjohnson stormsource com Select LifeSpark Provider Aurora Medical Center ox gt Header shows selected eats M2012 location room blair Click color bar to display appointment Click the gear icon to select Day e Week or Select Month views month year and date To select your LifeSpark location click the Rooms drop down list Classic View Participant View Help Sign Out The Marketplace ets oA A i 3 be ppointment plus Click here to subscribe Location LifeSpark Cancer Resources Scheduling Participants Reports LifeSpark Provider g Session Status Awaiting Registration click here to schedule your free coaching session Your coach is Marissa Johnson 480 483 1199 x146 or miohnson stormsource com Click the Rooms Select LifeSpark Provider v drop down lis t
7. med I Complete BB No Show To edit a recurring appointment click Lif Test Provider Example EP LifeSpark Session weekly the circular arrows s A Maintenance dialog box appears Update the information and then click the Update button at the bottom of the screen Recurring Scheduling Maintenance Participant Example EP LifeSpark Provider Test Provider gt Room Lakewood Green Mtn UMC Type of session LifeSpark Session weekly Duration 1 hour z Cost 0 00 Start Time 10 00am z Status Scheduled gt This appointment recurs Every z Week From 6 5 2012 Recur Period OR This appointment recurs on the O First gt Sunday z of every month gt End Date June z 26 2012 Troubleshooting LifeSpark Appointment plus Administrator If you do not find the resolution of your issue on this page please contact LifeSpark s Appointment plus Administrator for assistance Bob O Connell 303 478 0721 System is slow 1 Try a different connection Sign Out then exit your browser program be sure to exit the program as opposed to only closing the open window Re launch your browser and login again to Appointment plus 2 The system may be busy or your Internet Service Provider or connection may be experiencing heavy traffic Try again later Time you want is blocked out in yellow Another provider already has this time scheduled Select a diffe
8. n you attempt to schedule an appointment nen Schedule Profile information Locations Test Provider Schedule LifeSpark Cancer Resources LifeSpark Cancer Monday D oft Start time 8 00am Resources Schedule Exceptions Tuesday D off Start time 8 00am LifeSpark Cancer Resources Wednesday o of Start time 8 00am Assign Schedule Templates Thursday O oft Start time 8 00am Rooms LifeSpark Cancer Friday D oft Start time 8 00am Resources Types of sessions Offered Saturday O off Start time 8 00am End time 9 00pm LifeSpark Cancer End time 9 00pm Le Le End time 9 00pm End time 9 00pm End time 9 00pm Le Le Le Le Lej Le Le End time 9 00pm Loj Ls Resources Sunday F oft Start time Select Start Time End time Select Close Time Days Off LifeSpark Cancer Resources Modalities 5 Optional Under Schedule Exceptions select LifeSpark Cancer Resources to set dates and times when your availability differs from the norm then click the Add button Provider Information 2 6 IMPORTANT Under Rooms click LifeSpark Cancer Resources select your assigned Rooms and then click the Update button Note If you do not have a Room selected you will be unable to schedule an appointment for that room Test Provider lt LifeSpark Provider Rooms Profile Information Locations Test Provider Schedule LifeSpark Cancer C Boulde
9. ne Tip Participants i seas you and Room Gender Select One v ntaa are auto filled are listed by first pema th seie Oe c Either g and last initials then first name Assigned To Select One Provider Last name first name Scheduling Notes interna only Comments i Availability Fee Type one time appointment gt Send scheduling e mail to participant M Send scheduling e mail to lifespark provider zA Created By Test Provider gt Participant Notes internal only Once selected the Lassi Reserve Time Participant s information auto Finalize Scheduling fills for you Select Participant z With Test Provider v view or enter participant information below Location LifeSpark Cancer Resources v aie panpe Room Lakewood Green Mtn UMC gt Last Name Participant ne Type of session LifeSpark Session weekly Tip All boxes with nms n bold labels are eae 555 555 5555 oe E mandatory Celi Phone 10 00am E a Status Scheduled Gender 7 Female gt Cost 0 00 Tip Preference ER i MF Either m Select One z Special Instructions for Participant iadi To Select One Provider Last name first name Scheduling Notes internal only To schedule a recurring appointment select recurring appointment Type one time appointment from the T e dro Send scheduling one time appointment eee ct p Send scheduling VACNTPD A ANOIR Created By Test Provid
10. r Atonement O Centennial Medical Center of Centennial Schedule Exceptions C Denver Health Resources LifeSpark Cancer Resources W Denver St Barnabas O Highlands Ranch St Andrew United Methodist Assign Schedule Templates w Lakewood Green Mtn UMC 7 Rooms O RMCC Aurora LifeSpark Cancer C RMCC Colorado Springs Resources C RMCC Lakewood 7 Under Types of Sessions Offered select LifeSpark Cancer Resources to configure the types of sessions for which you are available Click Update when done Assign Schedule Select All Deselect All Templates Type of session v Rooms Offered LifeSpark Cancer m LifeSpark Session weekly 1l hour 15 minutes v MMon MTue MWed M Thu Resources type of session MFri MSat MSun v Types of sessions Offered LifeSpark Cancer m Open Session one time 1 hour MMon MTue MWed M Thu Type of session Description Time To Complete Days Offered Resources type of session MF MSat MSun r Daye Ot m Mini session 20 minutes MMon MTue MWed M Thu LifeSpark Cancer reece gt Resources type MF MSat MSun Modalities Languages Update 8 Optional Under Days off select LifeSpark Cancer Resources to configure calendar days that you are not available Click Update when done 9 Under Modalities click LifeSpark Cancer Resources to select your available modalities Click Update when done 10 Under Languages click LifeSpark Cancer Resources to select any additional languages you may speak
11. rent date time Time you want has a gray Reserved block You or another Provider who serves the same Location accidentally clicked the red sign Click the large red X on the gray block then answer OK at the Are you sure you want to unreserve this timeslot prompt The time block on the calendar is blank with no or signs You get a time conflict when trying to schedule an appointment that includes that same block of time You may have set your personal Provider Schedule in 15 minute increments for that given block of time This creates a conflict with the appointment which can only be set in 30 minute increments Click the LifeSpark Providers tab select yourself go to the Schedule section and be sure all times are set in 30 minute or 1 hour increments NOT 1 4 hour Your name does not appear as a Provider Case 1 You have selected a Room Location not assigned to you Select the correct room Case 2 You have not been setup for the Room Location assigned to you Click the LifeSpark Providers tab select yourself go to the Rooms section and select the room Your Participant does not appear in the Scheduling dialog box Case 1 You have selected a Room Location not assigned to you Select the correct room Case 2 The Participant has not been assigned to you as a Provider Contact LifeSpark for assistance
12. s to be updated Please create a new password receive a password update screen Your Login TProvider Enter a new password in the Change E a Password box Enter it again for verification in the Retype password box Then click the Change Password button Retype Password Change Password Provider Information 1 After signing in update your Provider information 1 Click the LifeSpark Providers tab a The Marketplace Participant View Help Classic View Sign Out A ppointment plus Location LifeSpark Cancer Resources 7 Scheduling Participants Reports LifeSpark Providers LifeSpark Providers LifeSpark Providers l Add New LifeSpark Name 2 Se ect Access Type Display Provider Test Provider Location User Schedule Templates Active staff your name yes 3 Update your information in the LifeSpark Provider Information screen When done be sure to click the Update button at the bottom of the screen LifeSpark Provider Information Test Provicer Screen Name Test Provider Company if applicable nja 555 Bogus Lane Denver State Province Zip Postal Code Click update when done 4 Optional Under Schedule select LifeSpark Cancer Resources to set your days off or available hours Click the Update button when done NOTE Only set your schedule in 30 minute increments 1 4 hour increments will create errors whe
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