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.
Scheduling a patient
Select the appointment time on the calendar.
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.
Verify the information is correct and click Save.
Click directly on the patient, which opens the Appointment Details screen.
To the right of the demographics, the icons in yellow allow the user to:
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View the Patient dashboard, and Timeline
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Patient Cases,
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Patient's Eligibility
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Upload Attachments and More.
Appointments Timeline.
Patient Profile
Click on the patient's name to navigate to the patient's profile.
Here is where you can make changes to the patient's demographics and more.
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.
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.
Superbill
Superbill. Generating a Superbill allows you to bill for your visit. You also have access to Download a PDF and Generate Encounter.
Eligibility
Check Patient's Eligibility. Fill out the dropdowns and Check or View Eligibility Logs.
Upload Attachments
Upload Attachments. Choose File, Save or Delete attachment.
Additional Appointment Detail Features
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Appointment Recalls
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Call-In
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Facesheet
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History
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Reminders and Reschedule
Appointment Recall
Appointment Recall. Select dropdowns to create the patient's appointment recall.
Call-In
Call-In. The Patient Call-In functionality to timestamps a call from the patient. 
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.
Appointment Notes also interface between the EHR and the Mobile applications. See example below
Patient Forms
When scheduling a patient appointment, click Patient Forms.
Select the consent form(s) and click send
Facesheet
Facesheet. The Facesheet provides the user with demographical and insurance information. You also have the option to Print the Facesheet.
Appointment History
Appointment History.
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.
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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