Scheduler

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 Schedule Screen has many available functions as well as views such as Today, This Week and others. Multi-doc allows you to view multiple providers or multiple locations for a provider on one screen. There are limitations in how much data will fit on your screen and it really depensd upon the size and type of monitor you are using as well as the screen setting (resolution) of your monitor. Wide screen monitors show more information than traditional monitors for example. Generally you can show up to two weeks for one provider at a time on the screen or one week for up to four providers at a time. More than four providers at a time would require you to reduce the number of days shown on one screen to see everything.   

Usage

How to Schedule an Appointment;

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.

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 as follows;

Click an empty slot on the schedule.

Search 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 Tab 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 Block to complete the schedule.

Available fields in the Appointment Insert Block 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

Superbill - a drop-down box that allows you to select which Practice Superbill will be printed for this patient either from the batch print or if printed individually from the scheduler by right-clicking on the patient in the scheduler. Normally if your practice has a superbill in place it will default.

Room - this field allows you to enter a specific room that the patient will be seen in.

Comment - this field is a free-text area that can be used to notate why the patient is coming in for the visit. This information also appears on the printed schedule as well as on the mouse hover from the scheduler. An example of what is normally typed in the Comment would be: Patient complaining of lower back pain.