Difference between revisions of "Schedule an Appointment"

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(Created page with "Do a Patient Search before scheduling to make sure the Patient is not already in your DuxWare database. Patient Search is reviewed in the Adding a Patient Video. A Quick Appo...")
 
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Do a Patient Search before scheduling to make sure the Patient is not already in your DuxWare database.  Patient Search is reviewed in the Adding a Patient Video.
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Do a Patient Search before scheduling to make sure the Patient is not already in your DuxWare database.  <br />
A Quick Appointment Add will allow you to get just enough Patient Information to Schedule an Appointment: 
+
Patient Search is reviewed in the Adding a Patient Video.<br />
Patient Last Name
 
First Name
 
if the Patient has a Suffix –  such as Jr. or MD
 
it must be in the Suffix box not the Last Name box. 
 
Phone Numbers
 
you don't have to type dashes or slashes. 
 
Street address and
 
Zip Code
 
Zip will pull in City and State.
 
Date of Birth
 
just enter the numbers
 
you don't need any dashes or slashes
 
Gender
 
Location where they will be seen
 
Physician Patient will be seen by
 
  
Since this is a Quick Add  
+
A Quick Appointment Add will allow you to get just enough Patient Information to Schedule an Appointment:<br />
you may enter  
+
 
Insurance  Information in  the Patient  Message  
+
Patient Last Name<br />
Policy Number and  
+
 
Phone Number of Carrier so you can check benefits before the Patient comes
+
First Name<br />
choose yes for Message to appear on Patient Information screen then  
+
 
choose Save
+
If the Patient has a Suffix –  such as Jr. or MD it must be in the Suffix box not the Last Name box.<br />
choosing Save will take you to the Schedule for the Physician and the Location you chose in the Quick Add.
+
 
Select an Appointment for the Patient, choose the  
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Phone Numbers - you don't have to type dashes or slashes.<br />
Type of Appointment
+
 
New Patient or  
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Street address and Zip Code<br />
Established
+
 
what they are coming in for
+
The Zip will pull in City and State.<br />
in comments describe symptoms – why they want to come in.
+
 
Click Save and you have Scheduled an Appointment.
+
Date of Birth - just enter the numbers, you don't need any dashes or slashes<br />
 +
 
 +
Gender<br />
 +
 
 +
Location where they will be seen<br />
 +
 
 +
Physician Patient will be seen by<br />
 +
 
 +
 
 +
Since this is a Quick Add you may enter Insurance  Information in  the Patient  Message<br />
 +
 +
Policy Number and Phone Number of Carrier so you can check benefits before the Patient comes in<br />
 +
 
 +
Choose yes for Message to appear on Patient Information screen then choose Save<br />
 +
 
 +
Choosing Save will take you to the Schedule for the Physician and the Location you chose in the Quick Add.<br />
 +
 
 +
Select an Appointment for the Patient,<br />
 +
 +
Choose the Type of Appointment - New Patient or Established<br />
 +
 
 +
What they are coming in for<br />
 +
 
 +
In comments describe symptoms – why they want to come in.<br />
 +
 
 +
Click Save and you have Scheduled an Appointment.<br />

Revision as of 20:32, 22 October 2012

Do a Patient Search before scheduling to make sure the Patient is not already in your DuxWare database.
Patient Search is reviewed in the Adding a Patient Video.

A Quick Appointment Add will allow you to get just enough Patient Information to Schedule an Appointment:

Patient Last Name

First Name

If the Patient has a Suffix – such as Jr. or MD it must be in the Suffix box not the Last Name box.

Phone Numbers - you don't have to type dashes or slashes.

Street address and Zip Code

The Zip will pull in City and State.

Date of Birth - just enter the numbers, you don't need any dashes or slashes

Gender

Location where they will be seen

Physician Patient will be seen by


Since this is a Quick Add you may enter Insurance Information in the Patient Message

Policy Number and Phone Number of Carrier so you can check benefits before the Patient comes in

Choose yes for Message to appear on Patient Information screen then choose Save

Choosing Save will take you to the Schedule for the Physician and the Location you chose in the Quick Add.

Select an Appointment for the Patient,

Choose the Type of Appointment - New Patient or Established

What they are coming in for

In comments describe symptoms – why they want to come in.

Click Save and you have Scheduled an Appointment.