Difference between revisions of "Schedule an Appointment"
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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. | + | Do a Patient Search before scheduling to make sure the Patient is not already in your DuxWare database. <br /> |
− | + | Patient Search is reviewed in the Adding a Patient Video.<br /> | |
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− | 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 | + | |
− | Phone Number of Carrier so you can check benefits before the Patient comes | + | First Name<br /> |
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− | 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 /> |
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− | Select an Appointment for the Patient, | + | Phone Numbers - you don't have to type dashes or slashes.<br /> |
− | Type of Appointment | + | |
− | New Patient or | + | Street address and Zip Code<br /> |
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− | + | The Zip will pull in City and State.<br /> | |
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− | Click Save and you have Scheduled an Appointment. | + | Date of Birth - just enter the numbers, you don't need any dashes or slashes<br /> |
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+ | Gender<br /> | ||
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+ | Location where they will be seen<br /> | ||
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+ | Physician Patient will be seen by<br /> | ||
+ | |||
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+ | 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 /> | ||
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+ | Select an Appointment for the Patient,<br /> | ||
+ | |||
+ | Choose the Type of Appointment - New Patient or Established<br /> | ||
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+ | What they are coming in for<br /> | ||
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+ | In comments describe symptoms – why they want to come in.<br /> | ||
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+ | 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.