Difference between revisions of "Scheduler"
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The Scheduler is the Provider's daily schedule with Patient's to be seen at the office(s) used by the Provider. Schedule Templates are created in Appointments - Schedule Setup and must exist to see the schedule in this screen. | The Scheduler is the Provider's daily schedule with Patient's to be seen at the office(s) used by the Provider. Schedule Templates are created in Appointments - Schedule Setup and must exist to see the schedule in this screen. | ||
| − | ==Usage== | + | == Usage == |
| − | Choose a Start Date and End Date to view the schedule by typing in the dates as xx/xx/xxxx or by clicking the date field and using the calendar. Select the Provider from the drop down menu. Select the Location from the drop down menu. Next click Get Schedule to see the schedule selected. | + | Choose a Start Date and End Date to view the schedule by typing in the dates as xx/xx/xxxx or by clicking the date field and using the calendar. Select the Provider from the drop down menu. Select the Location from the drop down menu. Next click Get Schedule to see the schedule selected. Once the schedule comes up for the Provider and Location selected Patients can be added to the schedule by selecting an empty slot and searching for the correct Patient from the Patient Search Screen. Once the Patient is found and selected you are brought to the Patient Information screen to see if there are any important messages or actions that should be taken when scheduling. After reviewing the Patient Information screen, click the Appointment box at the bottom of the Patient Information screen. That will bring you back to the slot you initially selected. Enter the information about the appointment in the Appointment Insert box to complete the schedule. Available fields are; Type - normally the type of patient (i.e. New, Established) Category - normally a broad description of the visit (i.e. Post-Op, Pre-Op, Follow Up, Surgery, Sick Visit) Note: Both Appointment Types and Categories are setup under Appointments - Schedule Setup - Category Setup |
| − | Once the schedule comes up for the Provider and Location selected Patients can be added to the schedule by selecting an empty slot and searching for the correct Patient from the Patient Search Screen. Once the Patient is found and selected you are brought to the Patient Information screen to see if there are any important messages or actions that should be taken when scheduling. After reviewing the Patient Information screen, click the Appointment box at the bottom of the Patient Information screen. That will bring you back to the slot you initially selected. Enter the information about the appointment in the Appointment Insert box to complete the schedule. Available fields are; | ||
| − | Type - normally the type of patient (i.e. New, Established) | ||
| − | Category - normally a broad description of the visit (i.e. Post-Op, Pre-Op, Follow Up, Surgery, Sick Visit) | ||
| − | Note: Both Appointment Types and Categories are setup under Appointments - Schedule Setup - Category Setup | ||
Revision as of 18:29, 16 July 2010
The Scheduler is the Provider's daily schedule with Patient's to be seen at the office(s) used by the Provider. Schedule Templates are created in Appointments - Schedule Setup and must exist to see the schedule in this screen.
Usage
Choose a Start Date and End Date to view the schedule by typing in the dates as xx/xx/xxxx or by clicking the date field and using the calendar. Select the Provider from the drop down menu. Select the Location from the drop down menu. Next click Get Schedule to see the schedule selected. Once the schedule comes up for the Provider and Location selected Patients can be added to the schedule by selecting an empty slot and searching for the correct Patient from the Patient Search Screen. Once the Patient is found and selected you are brought to the Patient Information screen to see if there are any important messages or actions that should be taken when scheduling. After reviewing the Patient Information screen, click the Appointment box at the bottom of the Patient Information screen. That will bring you back to the slot you initially selected. Enter the information about the appointment in the Appointment Insert box to complete the schedule. Available fields are; Type - normally the type of patient (i.e. New, Established) Category - normally a broad description of the visit (i.e. Post-Op, Pre-Op, Follow Up, Surgery, Sick Visit) Note: Both Appointment Types and Categories are setup under Appointments - Schedule Setup - Category Setup