Nopali Help

Using the Office Scheduler

The Nopali Office Scheduler is designed specifically for medical offices. Before using the scheduler, follow the initial setup guide.

To access the scheduler, click the Office Scheduler toolbar item:

Office Scheduler Toolbar Item

Scheduler Setup and Default Settings

First, ensure that the scheduler is set up correctly by following the setup guide. You can modify default settings at any time.

Access the Calendar Settings panel by selecting Calendar > Calendar Settings from the menu bar or by clicking the yellow date header:

Date Header

Scheduler Interface

The scheduler consists of navigation tools on the left and appointment columns on the right:

Scheduler Main Window

• The small calendar at the top left allows you to select a date to view appointments.
• Below the calendar, you can switch between Day, Week, and Month views:

Calendar Date Selector

Day, Week, Month View Selector

Appointments are displayed in columns corresponding to staff members. Staff with checkmarks are available for appointments. Each staff member has an associated color for easy identification.

Staff List

Making an Appointment

To create an appointment, double-click or drag across a column in the scheduler. This will open the New Appointment panel:

New Appointment Panel

• Appointments require a staff member, schedule column, and reason.
• To link an appointment to a patient, check Patient Appointment and search for an existing patient or create a new one:

Patient Appointment Checkbox

• You can assign colors and select templates for the appointment:

Color and Template Picker Button

Modifying an Appointment

Double-click an existing appointment to edit its details:

Appointment Edit Panel

Changing Appointment Status

Right-click an appointment to change its status (e.g., confirmed, cancelled, no-show). You can also enable email and SMS reminders here:

Appointment Status, Email, and SMS Buttons

Moving an Appointment

To reschedule within the same week, drag and drop the appointment in the week view. For appointments in other weeks, use the Appointment Holder:

Appointment Holder

Deleting an Appointment

To delete an appointment, open the Appointment Editor and click Delete.

Searching for Available Appointment Slots

Click the Search button below the small calendar to open the Availability Search panel:

Search for Availability Button

Set the desired columns, duration, and staff member, then click Search to find available slots:

Search Availability Panel

Searching for an Existing Appointment

To find a patient’s appointment, select the patient in the search sidebar and click the Action button:

Action Button

Creating a Day Sheet

To print a daily appointment sheet, click the List button below the calendar:

List Button

The Day Sheet panel allows you to change appointment statuses and print the schedule:

Appointment List View

Using the Recall List

The recall list helps schedule follow-ups. Click the Recall button to access the list:

Recall Button and List

• Add a patient by dragging from the search results or appointment holder.
• Set a recall date—if an appointment is booked before this date, the entry disappears automatically.

Entries turn green if an appointment is booked and red if overdue.