Skip to content
English - United States
Contact us
  • There are no suggestions because the search field is empty.

Manage Provider Calendar Order

A detailed walkthrough of how to manage appointments, availability, and scheduling workflows within the Canvas EHR system — designed for front-desk staff, office administrators, and clinicians.

The beginning of this video deals with setting up your Google Calendar in Canvas. We have a slightly different process covered at Prax in the “How to Set Up your Google Calendar” content in the “Getting Started” section 

This video does have helpful content if you want to change the order of the provider schedules shown on your Canvas Schedule homepage. This content starts around 6:30 in the video below

Schedule Management - Watch Video

 

Purpose of this Video

This video guides both the administrative and clinical teams through the schedule-management capabilities of Canvas EHR. Proper scheduling is foundational for patient access, practice efficiency, and team coordination. By mastering this workflow, your staff can reduce no-shows, optimize provider time, and ensure a smoother patient experience.

What You’ll Learn

  • How to navigate to the Schedule/Calendar module in Canvas EHR.

  • Setting provider availability, blocks, and exceptions (vacations, meetings).

  • Booking an appointment: selecting provider, date/time, visit type, and patient.

  • Rescheduling or canceling appointments and managing wait-lists or open slots.

  • Best practices for daily schedule review, identifying gaps, and optimizing provider time.

  • Tips for using filters, views, and scheduling shortcuts to save time.

Key Takeaways

  • Efficient scheduling supports better patient access, fewer idle slots, and improved provider utilization.

  • Setting and maintaining accurate availability (including blocked or unavailable times) prevents booking conflicts.

  • Being proactive in rescheduling or filling open slots helps reduce downtime and improves flow.

  • Using scheduling shortcuts and smart views reduces administrative burden and enhances front-desk productivity.

  • Regularly reviewing your schedule (daily or weekly) allows for optimization and ensures your practice runs smoothly.