Description

The screen has been redesigned for offices or facilities with a high volume of patients, streamlining appointment management. It is resource-efficient, more agile, and allows users to filter the calendar to their viewing preferences. Additionally, there is a legend at the bottom that displays the total number of patients on the calendar, including categories such as unconfirmed, confirmed, canceled, present, unattended, and discharged. (Note: The "Use Appointments List View" option needs to be selected in the "General Settings" screen.)

Access

Through Appointments

• Click on the Appointments button, in the Main Menu screen. 

Through QuickLinks

• Click on the QuickLinks text, located at the top of the screen, in the Main Menu. 
• Then, choose the 'Appointments' option.
• Or choose the Patients option, once the screen is displayed, click on the Appointments button, located at the top of the screen.

Through Patients

• Navigate to the Patient Details screen and select the Appointments button at the top of the screen.

Sections 

Buttons

• Backward: When pressed, it enables the user to go back to a previous day in the calendar.
• Forward: When pressed, it advances to the next day in the calendar.
• More:
  • Billing: Navigate to the screen for registering patient visit payments or access the billing module.
  • Eligibility: Pressing the button verifies the eligibility of coverage and medications for the selected patient.
  • Reports: Pressing this allows access to the screen where you can generate reports on patient appointments and send reminders. This screen has been enhanced with several additional options and fields.
  • Schedule: Enables the creation of recurring appointments for a patient with a designated provider and/or at a specific office.

  • Save Layout: Enables saving the screen layout based on user preferences.

  • Workflow: Display the patient flow screen.

  • Office Directory: Enables the display of a screen for registering the contacts of an office or facility.

• Side Panel Settings: Selecting an option will display it in the "Side Panel" section, which is located on the right side of the screen.

• View Navigation: Enables the resetting of filters on the screen.

  • View Appointment Detail: Displays the details of the selected patient's appointment.

  • View Log History: When selected, it displays the log of users who have interacted with the appointment of the chosen patient.
  • Save Layout: Pressing it enables the saving of the configured layout.

• Alerts: The system displays administrative alerts for the selected patient. Alerts can be configured by users and groups, and you can select the times for them to be displayed. They can also be assigned to the "Reminders" section, set to repeat, and printed.

  • General Alerts: Enables access to the patient's administrative alerts screen. (These alerts, are configured on the "Settings / Office / Office Alerts" screen)
  • Patient Alert History: Allows to go to the screen where the history of the patient's alerts, will be displayed. (These are the alerts that were created on this screen, when pressing the "Alert / New Patient Alert" button, or on the "Appointment" screen, when pressing a right click on the cited patient, they can be seen only on the "Patient Detail" and "Appointments" screen.)
  • New Patient Alert: Allows you to create a patient alert, which will be displayed, when you open the "Patient Details" screen again or try to open the "Patient Details" screen, from the "Appointments" screen.
• Search: 
  • Appointment Search: Allows to search for appointments, for a patient in a specific office and / or provider.
  • Lookup: Allows to search past, future or all appointments, of a specific patient.
    

• View Orders: 

  • View Orders: Displays the patient's sent orders. These can be prescriptions, referrals, or lab orders.
  • View Summary: Displays the summary, in terms of treatment given to the patient during that day.

• Create Appointments: When pressed, allows to create a new appointment.

• Side Panel: When pressed, a panel located on the right side of the screen, will be displayed. The user has the option to leave it unfolded or hide it.
• Previous: Closes the screen.

• Search: Enables to perform a quick search for patient's appointments.
• Offices: Displays the office or facility, that is connected to the system. In the same way, you can select the offices that you want to display, according to the need of the office or facility.
• Providers: Displays the provider that is connected to the system. You can also select the providers you want to display your appointments, according to the need of the office or facility.
• Types: Select the types of appointments you want to be displayed in the list.
• Statuses: Select the appointments statuses you want to be displayed in the list.
• Patient Types: Select the types of patients you want to be displayed in the list, whether by existing patients, new patients, or all.

Note: In the fields of "Offices, Providers, Types, Statuses and Patient Type", you can search in them, in case the list is extensive, to facilitate the process of it.

• Dates filter: Select the date range you want appointments to display.

• Listing: Section where the created appointments are displayed. User can perform the quick search of patients appointments, filter the list, according to the need or preference, edit the appointment, send messages, see the log of the users who have intervened in the appointment of each patient and go to the demographic screen of the selected patient. At the bottom of this section, is displayed the total of patients appointments, total of not confirmed, total of confirmed, total of canceled, total of patients who arrived at the office or facility, total of patients who left without being treated and the total of patients discharged. 

• Patient: Displays the name, record number and primary phone number of patient.
• Office: Displays the office to which the patient belongs.
• Provider: Displays the provider who will be attending to the patient. 
• Type: Displays the patient's appointment type.
• Date/Time: Displays the date and time of the patient's appointment.

• Actions: Section to carry out the following actions:

• Edit Appointment Detail: Section where you can edit, confirm and delete the appointment of the selected patient.
  

• Send SMS: Allows the sending of text message to patient. 

• Appointment Log History: Allows the display of the log of the users, who have intervened or taken some action, with the appointment of the selected patient. 

• Patient Details: Allows the display of the demographic screen of the selected patient. 

• Status: At the bottom of the screen, shows the total of each status of the appointments.  

• Total: Displays the total number of patients on calendar.
• Unconfirmed: Displays the number of patients who have not been confirmed.
• Confirmed: Displays the number of patients who have been confirmed.
• Cancelled: Displays the number of patients who canceled their appointment.
• Arrived: Displays the number of patients who arrived at the center or office.
• Runaway: Displays the number of patients who left the center or office without being seen.
• Discharged: Displays the number of patients who were discharged from the center or office.

Secciones del "Side Panel" (Botones)

• Eligibility: Allows to search for eligibility for the patient's health plan.
• Search: Allows to search for patient appointments. This screen works in the same way as "Lookup".
• Patients Detail: Allows to display the "Patients" screen.

• Reports: Allows to create reports of appointments. In it, you can see the patients who left the office or facility, without being attended, in the "Runaway" column.

• Schedule: Allows you to create recurring appointments, for a patient with a specific provider and / or office. Used most often in "Ob/Gyn".

• Refresh: Refreshes the display.

• Settings: Allows to configure the hours of the office or facility, types of appointments, exam rooms and / or vacations and holidays.

Panel Sections

• Navigation (Reset Filters): Allows to restart the filters of the appointments list. 

• Appointment Details: Section where you can view the details of the selected patient.  

• Appointment Details: Section where you can view the details of the selected patient. 
• Arrived: Selecting, indicates that the patient arrived at the office. In the same way, it works as a way to visualize if the patient arrived, just by selecting it in the calendar.  
• Edit: Displays the "Appointments Details" screen, in order to edit the appointment of the selected patient. 
• Left the office without attended: Select this box, to indicate that the patient left unattended. (Note: Selecting this option, will display it in the appointment report as "Runaway".)
• Delete: Allows to delete the patient's appointment.  
• Refresh Details: Allows to update the appointment details.
• Documents: Allows to add documents to the selected patient.
  

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

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

• Past Appointments: By selecting this tab, once you press the "Refresh" button, the appointments 4 months prior of the selected patient, will be displayed.  

• Arrived: The event is identified, when selecting the "Arrived At" box, on the "Appointment Detail" screen, when the patient arrives at the office.  
• Attended: The event is identified, once the encounter is tied to the patient's appointment closed. 
• No Show: This event is identified when the patient is on schedule, but did not show up for the office.  
•  Refresh Details: Press this button, once you have made any changes to the patient's record. It will automatically update, the selected patient's information. 
• Documents: Displays the "Documents" screen for the selected patient. 

• Log History: Section where it displays the log, of the users who have intervened or taken any action, in the appointment of the selected patient.