Appointments are visually organized with the aid of a red line on the screen. Appointments positioned above the red line denote current and upcoming appointments, while those below represent backdated appointments. When an appointment is rescheduled, icons + and - appear adjacent to the Date column. Clicking the + icon reveals the number of times the appointment has been rescheduled, while clicking the - icon collapses the expanded rescheduled appointments.
Appointment History is also available via Encounter TOC. To enable the Appointment History option in Encounter TOC, the toc.menu.options property must be set to include AH. Additionally, within the Encounter Types Master screen, the TOC Encounter Options popup, accessed by clicking the Encounter button, must have the Appointment History option selected for the desired Encounter Type. Once the user is granted Read Access Right, they can access the Appointment History TOC menu option for Open, Closed, and FS (Finalized) Encounters.
Appointment History for:
Click on the Search icon to invoke Patient Search List.
From the list, select the desired patient whose Appointment History you wish to view.
Manage Columns:
This icon is displayed only to Admin users.
Manage Columns serves as an additional filter and enables users to select the desired columns for analysis on the Appointment History popup.
Click on the Manage Columns icon to invoke the Manage Columns popup.
On this popup, the Available Columns section displays all columns available for selection.
To expand the list, click on the accordion next to the Appointment Details category.
The Selected Columns section displays all the selected columns.
Click on the arrow buttons to move the columns from Available Columns to Selected Columns and vice versa.
After configuring the desired columns, apply the filter by clicking the APPLY button and subsequently close the popup.
To discard any changes made prior to applying the filter, click the RESET button.
Print icon:
Clicking on this icon to print the patient's appointment history.
Case No.: Displays the case number that was associated with the patient for the appointment.
Comments: Displays the comments added with regards to an appointment.
Created Date: Displays the date, time and time zone in which the appointment was scheduled.
Date: Displays the date on which the patient had taken the appointment.
Edited By: Displays the name of the person who entered or edited appointment details of the patient.
Edited Date: Displays the date on which appointment details of the patient were edited.
Emp Protocol: Displays the Employer Protocol that was selected for the patient while scheduling the appointment.
Encounter Type: Displays the Encounter Type used for the appointment.
From: Displays the time at which the appointment was scheduled.
Instructions: Displays the instructions that were given to the patient on scheduling the appointment.
Insurance: Displays the name of the insurance company that was associated with the patient’s appointment.
Location: Displays the appointment location.
Location Brief Name: Displays the Clinic location name in brief.
Location Code: Displays the code of the location.
Order: Displays Procedure, Radiology and Consult orders associated with the appointment.
PreAuth: Displays preauthorization requests associated with the appointment.
Provider: Displays the Attending Provider that was selected for the appointment.
Reason For Visit: Displays the reason for which the patient had requested the appointment.
Scheduled By: Displays the name of the person that scheduled the patient's appointment.
Status: Displays the appointment status of the patient.
TOC Visit Status: Displays the Visit Status selected for the patient while scheduling the appointment or editing the existing encounter.
Upto: Displays the time upto which the patient's appointment was scheduled.
WaitList Details: Displays details for a patient whose appointment was waiting to be scheduled.
OK button:
Click on this button to close this popup.