How Can I Manage Shared Appointment Resources?

Shared appointment resources allow your clinic to schedule and manage items used by multiple staff members, such as:

  • Examination rooms
  • Diagnostic equipment
  • Microscopes
  • Any other shared clinic resource

By adding these resources to Atlas.md, staff can see their availability directly in the scheduling window and avoid double booking.

Adding a Shared Resource

Before a resource can be scheduled, it must first be added to your clinic’s shared resources list.

To add a resource:

  • Open the Calendar from the side navigation
  • Click the gear icon in the upper-right corner
  • Select Shared Resources from the dropdown menu
Atlas-CalendarSharedresources-1560px.png
  • Enter the name of the resource you want to add
  • Click Save

Once saved, the resource will be available to all staff members for scheduling appointments.

Booking a Resource for an Appointment

When creating an appointment, you can assign a shared resource if one is needed.

To book a resource:

  • Create or edit an appointment
  • Locate the Resource dropdown in the appointment window
Atlas-EditAppointment-1560px.png
  • Select the resource you want to reserve
  • Save the changes

If no resources appear in the dropdown, shared resources have not yet been added.

What Happens if a Resource Is Already Booked?

If a resource is already scheduled during the selected time slot, Atlas.md will display a notification showing who currently has the resource reserved.

You will not be able to book the resource for that time until it becomes available.

Still stuck? Shoot us an email and we'll do our best to help.