New Scheduler Updates & Release Notes – Thursday, Feb 5th 2026

PMS (4.31.2)

Jump into our New Scheduler: Efficiency & Personalization Update video and master the latest features in just a few quick minutes.

New Scheduler Enhancements


Multi-Column Drag & Drop: High-Speed Rescheduling

The New Scheduler now supports instant, multi-dimensional rescheduling, allowing users to drag appointments across columns to switch providers, clinics, or resources in one motion. This enhances workflow by eliminating manual data entry, automatically syncing details, and performing real-time background checks for accuracy.

How to Use:
- Drag & Drop: Simply move an appointment tile to a new provider/clinic/resource column. The system automatically updates the appointment details as you move.
- Conflict Banners: If a provider doesn't work at a specific clinic or a resource is unavailable, an instant banner will prevent the error.
- One-Click Notifications: After a move, a smart pop-up detects what changed (time, provider, or location) and allows you to send a tailored update email to the patient in one click.
 

Personalized Scheduler Views: Workflow Continuity

The New Scheduler now adapts to your personal workspace preferences rather than resetting to system defaults. By eliminating the need for manual re-filtering when navigating from a patient’s chart, this update removes the friction between reviewing a history and managing a schedule. Your workspace now remains consistent, allowing for a seamless transition from the Patient Summary to active scheduling.

How to Use:
- Automated Loading: Click any past or upcoming visit in the Patient Summary.
- Default Persistence: The New Scheduler will launch in a new tab using your specific default view (and not "All Providers" list), instantly loading your preferred clinics, providers, and slot settings in the background.


Workspace Persistence: Your Interface, Remembered

To respect your screen real estate and reduce repetitive setup, the system now remembers your exact workspace configuration across every session. Whether you are maximizing your view for a busy day or keeping tools at your fingertips, your interface settings are now saved per browser, ensuring a "ready-to-work" state the moment you log in.

How to Use:
- Side Kick State: Open or close the Side Kick bar; the system will restore this exact state the next time you open the New Scheduler screen.
- Fit-to-Screen: Enable your preferred zoom level; this setting now persists even after you log out or refresh the page.

High-Precision Multi-Scheduling: Conflict-Free Double Booking

Scheduling multiple appointments for the same time slot is now effortless and error-free in the New Scheduler. We’ve optimized the interface to provide clearer interaction points, ensuring that you can reliably manage high-volume windows without the frustration of tight or overlapping click zones.

How to Use:
- Free Space Interaction: Utilize the widened "free space" next to existing appointments to reliably click and create a secondary booking for the same time slot.