Description

Section to configure all the options to be displayed according to the user's preference.


Access


Through Main Menu

  • Click on the Appointments button on the Main Menu screen.
  • Once in the Appointments screen, click on the Side Panel Settings button located at the top of the screen in order to manage the Side Panel section.

Through QuickLinks 

  • Click on the QuickLinks text located at the top of the screen and select the Appointments option.
  • Once in the Appointments screen, click on the Side Panel Settings button, located at the top of the screen, in order to manage the Side Panel section.

Through Patients 

  • Click on the Patients Detail button on the Main Menu.
  • Once in the Patient Detail screen, click on the Appointments button located at the top of the screen.
  • In the Appointments screen, click on the Side Panel Settings button, located at the top of the screen, in order to manage the Side Panel section.


Buttons

  • Search: Clicking this button allows you to search through a patient's appointment history.
  • Patients Details: Clicking this button will display the Patient Details screen.
  • Reports: Pressing this button will display the Appointments Reports screen.
  • Refresh:
  • Settings: Pressing this button will display the Appointments Settings screen.


Sections

To select the following options, click on the Side Panel Settings button located at the top of the screen.


Buttons

  • Eligibility: Displays the eligibility screen for the selected patient's medical plan.


  • Search: Enables the search for patient appointments.


  • Patient Detail: The system displays the demographic screen for the selected patient. If no patient is selected, the screen will appear without information. 


  • Reports: The appointment report screen is designed to manage patient appointments effectively. It includes a "Runaway" column, which records patients who depart the office without receiving attention.


  • Saved Report: Display the list of all reports created by the user.
  • Save Current: Pressing it enables you to modify the selected report.
  • Save as New: By pressing the appropriate button, you can save the information displayed on the screen in a report format.
  • Communications: Displays the "Reminder" screen. Note: The patients displayed on this screen will also appear on the "Communications" screen.
  • Print: The display provides a report of the information visible on the screen. Note: If you wish to remove columns from the report, navigate to the screen, and eliminate the unwanted columns by dragging them out of the table. Then, reprint the report. To restore the previously existing columns, simply close and reopen the screen.)
  • Previous: Closes the screen.
  • Filters: The information displayed on the screen varies depending on the selected filters. It can be sorted by date, patient, provider, and office.
  • Past Week: Display the report showing past appointments set up from the previous week.
  • Today: Display the report of today's scheduled appointments.
  • Next Week: Display the report with the appointments scheduled for the upcoming week.
  • Next 15 Days: Show the report of scheduled appointments for the upcoming 15 days.
  • Next Month: Show the report of appointments scheduled for the upcoming month.
  • Exclude previously sent reminder patients: Selecting this option prevents the duplication of reminder messages that have already been sent to patients. Additionally, by including deleted appointments, the report will contain entries for appointments that were removed for any reason.
  • Table: A location where information is presented based on the filters applied at the top of the screen.
  • Date: The date of the patient's appointment.
  • Arrival: Show the patient's arrival time at the office.
  • Discharge: Show the time when the issue was reported, and the dispatch occurred for the patient.
  • Patient: Patient's name.
  • Record No: Displays the patient's record number.
  • Alt. Rec. No: Displays the alternate record number for the patient.
  • Mobile Phone: Displays the patient's mobile number.
  • Other Phone: Show any additional numbers provided by the patient.
  • Type: Display the patient's type of appointment.
  • Confirmed: Displays pigeonholing when the patient has confirmed their appointment.
  • Runaway: The box will be displayed if the "Left Office without being attended" option is selected.
  • Primary Ins. Co.: Displays the name of the company associated with the patient's primary insurance plan.
  • Primary Ins. Plan: Shows the coverage of the patient's primary insurance plan.
  • Secondary Ins. Co.: Shows the company associated with the patient's secondary insurance plan.
  • Secondary Ins. Plan: Display the patient's secondary insurance coverage.


  • Schedule: Display the screen for managing recurring patient appointments.


  • Refresh: Refreshing the appointment screen will prompt the display of the following confirmation message.


  • Appointments Settings: The screen for managing appointment calendar settings is displayed.


  • View Date Selector: Selecting this option will display the calendar.

      

  • View Patients Search: Selecting this option will display the Patients section, allowing for the search and drag-and-drop of patients into the scheduler.


  • View Patients Details: Selecting this option will display the patient's appointment details.


  • Appointment Details: Section where you can view the details of the selected patient.
  • Arrived: Choosing this option signifies that the patient has arrived at the office. Similarly, it serves as a method to check the patient's arrival by merely selecting this option on the calendar.
  • Edit: The Appointments Details screen is displayed, allowing for the editing of the selected patient's appointment.
  • Left the office without attended: Check this box to indicate that the patient was left unattended. (Note: Choosing this option will categorize it as a 'Runaway' in the appointments report.)


  • Notes: Displays the appointment notes and the notes created on the Patient Details screen for the selected patient.


  • Insurance: Displays the image of the primary and/or secondary medical plan for the selected patient.


  • Past Appointments: Selecting this tab and pressing the Refresh button will display the selected patient's appointments from the previous four months.


  • Refresh Details: Click this button after modifying the patient's record to automatically refresh the selected patient's information.
  • Documents: Displays the "Documents" screen for the selected patient.


  • Show Work Time Only: Selecting this option will configure the calendar to display only the provider's working hours.


  • Save Layout: Upon selection, the design will be saved and displayed based on the user's configuration and/or preferences.


 

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