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basic functionility

practice management

Appointments
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      Create Appointment

      1. Click on the Schedule tab from the left side panel  to see an overview of all physicians’ schedule
      2. Double-click a free time slot
        1. Or right-click a free time slot > click the New Appointment option
        2. Or click a free time slot to select it click the New Appointment button 
      3. Click Patient Lookup (see reference)
      4. Enter the patient’s name, date-of-birth or account number click Search Patient > double-click the correct patient
        1. Or click New Patient to create a new patient
      5. Select the correct Schedule, Subject, and Reason, etc. (see configuration)
      6. Click Save and Close

      Copy/Cut and Paste Appointment

      1. Right-click an existing appointment click the Cut / Copy Appointment option
      2. Right-click a free time slot click the Paste option
      3. Click Save and Close

      Expand Appointment

      1. Double-click an existing appointment > select the correct Duration (see configuration)
        1. Or hover over the top or bottom border of an existing appointment click and drag
      2. Click Save and Close

      Delete Appointment

      1. Click an existing appointment to select it click the Delete Appointment button
        1. Or right-click an existing appointment click the Delete Appointment option
      2. Confirm

      Create Reoccurring Appointment

      1. Create an appointment check the Recurrence box configure the recurring appointment with the additional options
      2. Click Save and Close

      Create Overbook Appointment

      1. Double-click the free space to the right of an existing appointment
        1.  Or click an existing appointment to select it click the New Appointment button
      2. Select the correct Schedule, Subject, and Reason, etc. (see configuration)
      3. Click Save and Close

      Change Status of Appointment

      1. Click an existing appointment to select it select the correct Status from the Patient Preview
        1. Or double-click an existing appointment
      2. Select the correct Status option (see configuration)
      3. Click Save and Close
      Schedule View
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        Change Schedule View (e.g. day, week, month)

        • Click the desired schedule view from the Day, Week, Work Week, Month buttons

        View Schedule by Date

        • Click the date use the calendar to select the desired date

        View Schedule by Tabs

        Change Schedule Group

        Filter Reoccurring Appointments

        • Click the Filter Recurrent button to only view recurring appointments

        Print Schedule

        • Click the Print Schedule button
        • Click the Print button in the browsers print window
        Reference Guide
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          Schedule Menu

          • New Appointment: opens the new appointment window
          • Set Color: opens the ColorCoding system configuration window (see configuration)

          Appointment Menu

          • New Appointment: opens the new appointment window
          • Copy Appointment: copies the selected appointment
          • Cut Appointment: cuts the selected appointment
          • Delete Appointment: deletes the selected appointment
          • Postpone: moves the selected appointment to the end of the schedule
          • Message: selects the type of message to send 
          • Color:
            • Set Color: opens the ColorCoding system configuration window (see configuration)
            • Match Color: displays a message with the color match details
          • Open Chart: opens the relevant patient’s chart
          • Patient Notes: opens the relevant patient’s notes

          Appointment Window

          • Save and Close: saves current entries, selections and changes
          • Cancel: cancels current entries and selections
          • Patient Lookup: searches for correct patient from a list of existing patients (see reference)
          • Schedule: shows the provider for the appointment 
          • Date: shows the date and time of the appointment
          • Subject: selects the subject of the appointment
          • Duration: selects the duration of the appointment
          • Reason: selects the reason for the appointment
          • Facility: selects the facility appointment will be at
          • Status: selects the status of the appointment
          • Recurrence Box: expands options for recurring appointments 
          • Notes: enter notes about the appointment
          • Last Name, First Name, DOB, Phone: auto-fills with patient demographics after selecting a patient

          Add Schedule Window

          • History and Reminder: shows the history of the appointment
          • Message – Patient: emails the patient information or a reminder prior to the appointment
          • Message – SMS Patient: texts the patient information or a reminder prior to the appointment
          • Message – TeleHealth: emails the patient a link to join the TeleHealth appointment

          Patient Lookup

          • Search Box: enter a patient’s name, date-of-birth, or account number to search for them
          • Clear: clears the search box
          • New Patient: opens the new patient window
          • Cancel: cancels the current entries and selections