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Frequently Asked Questions about Appointments

Appointments 8
  • How to add an appointment for a new patient?
  • How to add an appointment for an existing patient?
  • How to edit an appointment?
  • How to delete an appointment?
  • How to indicate when a patient arrives at the office?
See all 8 articles
Appointments / Appointment Details 1
  • How to view a patient's appointment detail?
Appointments / Send SMS 2
  • How to send text message to manage notifications?
  • How can text message templates be configured?
Appointments / Create vs Patients Details 1
  • Appointments / Create vs Patients Details
Appointments / View / Calendar 1
  • How to select a category in order to display the appointments screen?
Appointment / Billing 2
  • How to access the billing screen through Appointments?
  • How do we register patient's payments through appointments?
Appointments / Eligibility 1
  • How do we register patients' payments through appointments?
Appointment / Internal Referrals 1
  • How to create a patient's appointment through an internal referral?
Appointments / Reports 1
  • How to create reports of patients' appointments?
Appointments / Reports / Communication 1
  • How to send a reminder through an email?
Appointments / Schedule Appointments 1
  • How to create recurring appointments for a patient?
Appointments / Save Layout 1
  • How to configure the screen layout as per the user's preference?
Appointments / Workflow 2
  • How to access the Workflow screen from Appointment?
  • How to add arrived patients in the Workflow area?
Appointments / Office Directory 3
  • How to configure the contact in the office or facility directory?
  • How to edit a contact in the office or facility directory?
  • How to delete a contact in the directory of the office or facility?
Appointments / Alerts 3
  • How to see a patient's office alerts?
  • How to create patient's alerts from the Appointments screen?
  • How to view the created patient's alerts history?
Appointments / Search / Appointment Search 1
  • How to create a patients appointment for a specific office or provider?
Appointments / Search / Lookup 1
  • How to search a patient's past, present and future appointments?
Appointments / View Orders / View Orders 2
  • How to view and print a patient's order?
  • How to print the patient's orders sent the same day?
Appointments / View Orders / View Summary 1
  • How to see the summary of treatment summary given to the patient from the Appointments screen?
Appointments / Offices 1
  • How to create an appointment for a specific office?
Appointments / Providers 1
  • How to create an appointment for a specific provider?
Appointments / Side Panel 1
  • How to manage the Side Panel section?
Appointments / Search 1
  • How to view the patient's appointment history?
Appointments / Patients Details 1
  • How to create or view the patient's demographic information?
Appointments / Signatures 1
  • How to register the patient's signature?
Appointments / Settings / Appointment Settings 2
  • How to configure the office work hours?
  • How to configure office hours by provider?
Appointments / Settings / Holiday and Vacations 2
  • How to add or edit vacations and/or holidays?
  • How to activate or deactivate vacation days or holidays?
Appointments / Settings / Office Rooms 4
  • How to add an evaluation office room?
  • How to edit an evaluation office room?
  • How to deactivate an evaluation office room?
  • How to organize the office rooms according to the user's preferences?
Appointments / Settings / Appointment Types 3
  • How to add an appointment type?
  • How to edit an appointment type?
  • How to delete an appointment type?
Appointments / Patient Portal / Appointment Request / Notifications 2
  • How does the patient request appointments through the EHRez Patient Portal?
  • How does the office handle appointment requests through the patient portal?
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