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The user will come to this screen to take new appointments.
He can double click on existing appointment slot to reschedule it or to
take recurring appointments. In all these cases, this screen is invoked. Appointment Schedule popup has a provision to select current encounter's patient name with a single click. Provider: Select the provider for an appointment from drop-down menu. The default selection is as per Doctor on the main Scheduling page. Location: Select the location for an appointment from drop-down menu. The default selection is as per Location on the main Scheduling page. Appt. Type: Appointments can be taken for the Patients OR Others (Non Patients ). Enc. Types: Select the encounter type from the drop-down menu. It changes to Appointment Types in case of Non Patient and for Patients it is populated Duration: Enter the duration for an appoinment. Default Duration shown corresponds to the duration for Selected Appointment type. This can be edited based on the requirement. Name: If Appointment type was patient, as the patient name is typed in, it is Auto completed. A Property setting, Patient Registration Params > patient.search.firstlast, determines if the name will be Auto completed as First + Last name OR Last + First name. alternatively, the user may click on the search icon to select a Patient from a list. For a non patient, the User has to enter the name without any support. icon: This helps User to fetch current encounter's patient without going through the process of manually searching for the patient. When user clicks on the icon, the name of the current encounter patients is displayed in the Name field. Case No: Clinical staff selects the case number from the drop-down list. They fills the relevant details and schedules the appointment. On click on Scheduled button, the selected Case Number will be associated with the Appointment. Patient Alert icon : Click on the icon to maintain Alerts about Patients who don't keep appointments or do not pay. This option is typically used by the front office. The front office can enter the comments here. On taking any appointment for this Patient, this button, on mouse over displays existing Alerts. Patient Note icon : Click on the icon to write adhoc notes and add it to the Patient's Medical Record. Compose Message icon : It is likely that the Patient has called the front office his health status as requested by the Doctor, or to ask for a Refill. The front office would like to immediately send a message to the Doctor and by exception (as in case of Health Status Reporting) add it to the Patient Medical Records. All this is feasible by entering the details in the pop up which gets invokded on clicking this button. Existing Appt. icon : Click on the icon to view the Patient's other existing Appointments. PreAuth link: Click the button to display the preauthorization information for selected patient insurance. Reason: This field accepts the reason for Patient's/Non-Patient's visit to the clinic. The search icon on the right pops up a list of complaints with the respective ICD9 and ICD10 codes. The one or more of these complaints selected gets appended to the reason entered. Overload: Overload radio buttons helps user to overload appointments if a normal available slot is already booked. There is no restriction on the number of Appointments which can be overloaded in one slot. Any Time: Many a times a Doctor needs an appointment which is beyond his normal Clinic working hours. If this check box is checked then the system allows the user to take an appointment at any time from 00:00 to 24:00 hrs. This way the user can also take an appointment during the Doctor's blocked time as well as his scheduled holiday/s. This feature is enable only if the property, Appointment Scheduling > appointment.anytime.applicable, is set to Y. Wait List button: Click the button on Appointment Scheduling popup, the system invokes the wait List popup. User can create new wait list appointments on this popup. The Patient can be kept on Wait list for an appointment dates that are currently unavailable but may become available in case of a no show appointment or for any other reason. The user can enter the Preferred date and time in Wait List popup. Patients added in the Wait List are viewed from the Call List section of Appointment Schedule screen. Note: Conditions applicable for a Wait list Appointment:
Instructions: The user may click the search button to invoke a list of instructions to be given to the patient taking appointment. One or more of these instructions can be selected. e.g. Come after 12 hours fasting. This field is displayed or hidden depending upon settings in properties, Appointment Scheduling > appointment.instruction.applicable, is set to Y. Search link: On click, a new window pops up the Search options. Multi Doctor: The logic for taking a Multi Doctor appointment has been explained above. The system actually adds as many appointments as the selected Doctors. While displaying a scheduled Multi Doctor appointment, if the appointment was for the Main Appointment Doctor the system also displays the name (or initials) of all the supporting Doctor/s. While displaying a scheduled Multi Doctor appointment, if the appointment was for the Supporting Doctor the system also displays the name (or initials) of the Main Appointment Doctor.
schedule:
Close: Click to not book any appointment and close the popup. Patient Appointment History icon : History can be viewed only for the Patients and not for Non Patients. This gives a consolidated view of all the Past and Future Appointments taken for the Patient in chronologically descending order. Recurring Appointments: If the user had clicked on an existing appointment a Recurrence button appears. Click on this to repeat this appointment multiple times. Note the subtle difference:
Hint: Text messages regarding Patient's upcoming appointments that are scheduled from Patient Portal are sent on Medic's cell phones. Text messages are sent only to those Medics whose availability is defined in Location Master. |