Appointment and Scheduling Details

Appointment Dashboard 

The appointment calendar will display when you open the Scheduler. View the calendar by resources, day, week, or month. Additionally, you can display as few or as many appointment options by selecting a person or material resources. Click Next Available Appt. at the top to quickly schedule the next open appointment time.   

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Scheduling a patient 

Select the appointment time on the calendar.

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Search for the Patient's Name.

Using Quick Add will allow you to add a new patient without filling out all their information. You will need to go back in and do this step later.

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Verify the information is correct and click Save.

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Click directly on the patient, which opens the Appointment Details screen.

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To the right of the demographics, the icons in yellow allow the user to:

  • View the Patient dashboard, and Timeline

  • Patient Cases,

  • Patient's Eligibility

  • Upload Attachments and More.

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Appointments Timeline.

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Patient Profile 

Click on the patient's name to navigate to the patient's profile. 

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Here is where you can make changes to the patient's demographics and more. 

 

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Add patient (Insurance) Case.

The area will be blank if no cases or insurance have been added for the patient. Click New Case and proceed to add a new case.

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If there are already one or more cases for the patient, they will be listed in this area. Before adding a new case, determine if one is needed.

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Superbill

Superbill. Generating a Superbill allows you to bill for your visit. You also have access to Download a PDF and Generate Encounter. 

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Eligibility 

Check Patient's Eligibility. Fill out the dropdowns and Check or View Eligibility Logs.mceclip5.png

Upload Attachments

Upload Attachments. Choose File, Save or Delete attachment. 

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Additional Appointment Detail Features

  • Appointment Recalls

  • Call-In

  • Facesheet

  • History

  • Reminders and Reschedule

mceclip7.pngAppointment Recall

Appointment Recall. Select dropdowns to create the patient's appointment recall. 

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Call-In

Call-In. The Patient Call-In functionality to timestamps a call from the patient.  mceclip10.png

 

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Appointment Notes

Documentation between the user and the patient is available on the Appointment Details screen or in the notes section on the Patient Dashboard.

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Appointment Notes also interface between the EHR and the Mobile applications. See example below

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Facesheet

Facesheet. The Facesheet provides the user with demographical and insurance information. You also have the option to Print the Facesheet.  

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Appointment History

Appointment History.

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Reminders

Reminders. The Communication, Scheduled Date, and reminder status, but the Reminder configurations are in the utility section under Patient Reminders. Click here to learn more about Reminders. 

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Reschedule

Reschedule.

Reschedule. Select the date in Green, indicating the appointment is open, and click the time. Lastly, confirm that the information is correct and select save on the next screen. 

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