How to Update Your Work Schedule

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A clinician’s Work Schedule is the set days and times they are available to see clients. Think of it as the outer boundaries of their availability.

Key Reminders

  • Existing clients can view availability
    Clients who are:
    • Added to TN, and invited to the Client Portal, can view open times within the clinician’s Work Schedule and book or reschedule appointments.
  • Updating a Work Schedule does NOT activate the Directory‍
    • Changing availability does not open a clinician to new clients. Clinicians must still submit a request to receive new clients.
  • Block out unavailable times
    After creating a Work Schedule, clinicians must manually block off:
    • Lunch breaks
    • Appointments
    • Vacations
    • Other time away

Calendar by Office – View Room Reservations

Use this view to check office room availability before adjusting schedules.

To access:

  1. Go to New EHR
  2. Click Schedule
  3. Select Office Schedules
  4. Choose the office rooms and date

This view shows:

  • Room availability
  • Existing reservations

Use it to plan and adjust clinician Work Schedules as needed.

Understanding Time Zones

All times are shown relative to the viewer’s time zone.

Example:

  • A clinician in PST sets availability from 7:00 AM – 12:00 PM
  • The Support Team in MST will see it as 8:00 AM – 1:00 PM

No manual time conversion is needed.

When:

  • A client books 8:00 AM MST
  • The clinician will see it as 7:00 AM PST

Updating a Clinician’s Work Schedule

Clinicians must update their Work Schedule in the New EHR.

Until the New EHR is client-ready:

  • The Support Team will continue updating TN based on changes made in the New EHR.

Steps to Edit a Work Schedule

  1. Go to:
    New EHR → My Profile → Work Schedule
  2. Hover over the day you want to edit.
  3. Click the trash can icon to delete that day’s schedule.
  4. Click the + button to add a new time frame or click anywhere on the calendar.
Work Schedule