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Using Practitioner Groups

Organize your calendar by grouping practitioners in Zanda.

You can create "Groups" to organize practitioners in the calendar view based on their profession or the types of appointments they offer. This allows you to focus solely on the practitioners within a specific group when viewing the calendar.

For instance, if you operate an Allied Health Practice and a client inquires about an appointment with a psychologist, you can switch to the "Psychologists" group to display only those practitioners. This targeted view helps you concentrate on the relevant practitioners without the distraction of others. It also benefits new reception staff who may not yet be familiar with the various roles of each practitioner.

There are no restrictions on the number of Groups you can establish, so feel free to be creative. While the example above utilizes profession-based groupings, you can create groups that align with your business needs, such as "Available After Hours," "Works with Children," or "Bulk Billing."

 

In this article:

Set up Practitioner Groups:

Users need access to Account Settings to manage practitioner groups. This access is controlled by the Setup and Configure Zanda permission.

  1. Go to User Menu > Account Settings > Team >  Practitioners and select Groups from the side menu.

  2. Select 'Add New Group'

  3. Give your Group a name, i.e. "Psychologists".

  4. Select the practitioners that are part of the group.

  5. Click ✓ Save.

 

To Use Practitioner Groups:

  1. At your Zanda homepage (or calendar view), click the drop-down to change between practitioners and select the Group you want to display

  2. That's it! The calendar will refresh and only display practitioners belonging to that Group.

  3. You can return to displaying all practitioners by selecting "All Practitioners".

     

    Deactivate a practitioner group

    Deactivate a practitioner group when you no longer want it to appear in the calendar group selector. Inactive groups remain available in the practitioner group settings, where you can view them by turning on Show Inactive.

    1. Go to User Menu > Account Settings > Team > Practitioners.
    2. Select Groups from the side menu.
    3. Open the group you want to remove from the calendar selector.
    4. Turn off Active.
    5. Click Save.

     

    Frequently Asked Questions

    ❓ Can I delete All Practitioners from the calendar selector?

    No. All Practitioners is a fixed calendar selector option, not a custom practitioner group. Use it when you want the calendar to show every active practitioner, or select a custom group when you only want to view practitioners in that group.

    ❓ Can I delete a custom practitioner group?

    The best way to remove a custom practitioner group from the calendar selector is to deactivate it. Open the group from Account Settings > Team > Practitioners > Groups, turn off Active, and save your changes. If the group is currently selected on your calendar, Zanda clears that saved group selection when the group is deactivated.

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