The Providers feature lets you view your providers, disable them, and add a fallback appointment. In SKED, navigate to Settings > Providers to get started.

Standalone Offices: This is where you can create new providers.

Click on a provider line or the provider name to begin editing that provider's settings.

On the Edit Provider pop-up menu, you can change the provider’s display name by clicking the first or last name text field and then typing a new display name for either.

If you have a provider who is no longer working with your office, or you have another reason to hide the provider and their appointment types from the appointment types list, uncheck the box labeled “Enable Provider” from the “Edit Provider" pop-up tab or uncheck the box from the main dashboard.

Note: This does not remove the provider completely from SKED; it removes them from messaging, patient portals, and app settings. They can be re-enabled at any time.

If your office has "Locations" enabled, use the dropdown to choose a location for this provider.

If you would like clients who have not visited your office within a specified timeframe to default to a particular appointment type, select this checkbox, then enter the number of days and the appointment type they should fall back to.

For example, if a patient has not been seen in six months and requires a Re-Exam, you can enter 180 days and then choose the appropriate option from the “Fallback Appointment Type” dropdown menu. When the timeframe is met, the patient will be required to schedule the selected appointment type.

This feature calculates the timeframe based on the most recent appointment marked as Arrived and does not consider missed appointments.

To save changes to a provider, click the blue Save icon in the top right corner of the pop-up.

Click this checkbox to reveal providers that were previously disabled.

The dashboard shows how many active appointments types there are for each provider. Click the link to go to the appointment types available for that provider. To learn more about editing appointment type settings, click here.

If you click on any provider, a menu will open where you can update settings.

The name is pulled directly from the EHR. If you’re unsure how to update it, please contact the Support Team, and they will direct you. You can also edit the Display Name so it appears correctly in SKED by clicking anywhere on the provider line or the provider's name.

They’ll see this name on the online patient portals and SKED App.

The best way to "hide" a provider's name is to change the display name of the provider

You can disable or "hide" any provider by unchecking the "Enable Provider" box.

If you’ve recently added them to your EHR, you may need to contact the Support team to pull them in, or they have been disabled. To enable a provider, click the “Show Disabled” checkbox in the title bar and then check the "Enable Provider" box.

This allows offices to require patients to schedule a specific appointment if they have not had one within a specified period. For example, an office may choose to make appointments fall back to a Reactivation or Re-Exam after 160 days without an adjustment.