How do I block out time/add static events on my schedule?
Purpose:
To guide users in creating static events to reserve time slots in HelloNote EMR schedules, preventing appointment conflicts for breaks, meetings, or personal time.
Scope:
This article covers:
- Creating single-instance static events
- Setting up recurring time blocks
- Configuring:
- Event descriptions (lunch/meetings/vacation)
- Color-coding
- User assignment (self or others)
- Time/duration settings
Excludes:
- Editing existing appointments
- Resource scheduling
- Team-wide calendar sync
Procedure:
- Access Schedule:
- Navigate to Schedule > Add Schedule
- Create Static Event:
- Select Static Event option
- Choose target user (self or staff member)
- Enter description (e.g., "Lunch Break")
- Customize Event:
- Set color (default: gray)
- Configure:
- Start/end times
- Date(s)
- Recurrence pattern (if needed)
- Save & Verify:
- Click to save event
- View blocked time on schedule as grayed-out section
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