Schedule an Appointment

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Revision as of 20:32, 22 October 2012 by Cjohnson (talk | contribs)
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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.

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.