How to Extend an Existing Amazing Charts Schedule that has Expired

When a schedule is created for an Amazing Charts' user, the schedule will be created up until two years after the date it was added. After this date, the schedule will not be visible in the program until a new schedule is added.

This can be done within the “Administrator Options” of Amazing Charts. If multiple users require an extension, the below steps will need to be done for each of those users.

 

***Before any changes are made to the schedule, a backup of the Amazing Charts database should be made in the event of any errors that may come up during its creation such as a power outage in your office or an unexpected system reboot of the PC being used that may cause data loss.***

 

On the main screen of Amazing Charts, click "View" -> "Administrator Options" and enter the ADMIN password when prompted.

Click “Scheduling (Setup/Edit)”.

Click the “Provider” dropdown and select the user who needs the new schedule.

Once the user is selected, click the box next to “Start Date”, and select the date in which the current schedule stops appearing in Amazing Charts. By default, the schedule will be extended another two years. If needed, you can change the default to any date in the future by changing the listed date listed for “Through”.

Click the drop down labeled “Start Time” next to the days needed for the new schedule and select the appropriate time for the FIRST bookable appointment time. Select the value “Off” for any days you may be closed or do not need a bookable schedule for the user.

Click the drop down labeled “End Time” next to the days needed for the new schedule and select the appropriate time for the LAST bookable appointment time. Select the value “Off” for any days needed.

If you wish to set a break time for the user on the new schedule, select the “Break Start” value for the appropriate time and select a value for the “Break Duration”.

NOTE: When a break is added to the schedule, you will still be able to book appointments for those times. This is primarily used to alert anyone booking appointments of times where the user should not be booked for any appointments. Break times are not required to add a schedule and are optional depending on the needs of your practice.

Once all the fields are populated, verify that all the values listed are correct then click “Add Schedule” to generate the new schedule. This process may take some time depending on how long the schedule duration is set for.

Click “OK” when prompted and you can close out of the scheduling window. Each user will need to log out and log back into Amazing Charts on their computers for the changes to take effect and the new schedule to be visible.