Appointment Shells

Appointment Shells

Appointment Shells

Appointment Shells is a Calendar option that opens a view of the types of Appointment Slots that are available. The User has the ability to Add/Modify/View Concurrent Appointments and identify the number of Appointments and duration. The Appointment Shells reflect your Slots, Build, and Rules Setup.

Slot Criteria

  1. Maximum Concurrent Appointments on a specific Slot Type.
  2. Appointment Types that can be scheduled for the Slot Type.
In the example below, Slot Type, Follow Up X 1 Slot, has 2 Maximum Concurrent Appointments. The Appointment Types that can be scheduled in the Slot are Block, Lab, Follow up, and Lab Follow up.


View and Use on the Calendar

  1. Make the Appointment Shells visible by selecting the Show Appt Shells checkbox on the Settings tab.
    1. To retain the Appointment Shells view, save the new view using in the Display Profile panel.
  2. Select one of the Shells to add an Appointment.
  3. The Appointment replaces the Shell.




Maximum Appointments Warning

  1. A Warning displays at the top of the Appointment screen if the Appointment being made is beyond the Maximum Concurrency.
    1. The System allows the Appointment to be made if the User has the Allow Overbooking Permission.
    2. If the User does not have Allow Overbooking Permission, the Appointment cannot be saved.
   

Rule for Maximum Appointments

A Scheduling Rule was created for the Follow Up Slot to only allow six AM Appointments.
  1. Warning: This allows the Appointment to be scheduled if the User has permission in User Maintenance.
  2. Error: Warning Displays and the Appointment cannot be saved.
   

Appointment Rules will override the Slot Setup. For example, Even though there are eight Follow Up Morning Appointment Slots on the Calendar, the Appointment Rule only allows six Appointments in the morning.



    • Related Articles

    • Appointment Count Report

      This report gives you Resource and Facility appointment information, such as: Appointment was Scheduled in advance or on the day of the appointment Total of both Number of No Shows Number of Appointments Rescheduled Number of Appointments Rescheduled ...

    • Patient Appointment Screen

      When you select a Patient's Appointment on the Calendar, it opens the Patient's Appointment screen which displays: Banner Patient's name DOB/Age Appointment Type Additional Patient Information Phone Numbers Address Patient's Insurance Appointment ...

    • Add an Appointment

      Add an Appointment Prevent Creation of Simultaneous Appointments in the Same Slot To prevent Users from creating Appointments in the same slot, the System displays this message: Warning? User XXX is also editing this slot. Add an Appointment to the ...

    • Modify an Appointment

      Modify an Appointment The following fields can be modified on an existing Appointment: Procedure Duration Case Authorization Referring Referral Reason Reason Note The Patient, Date, Time, and Resource cannot be modified on the Add Appointment screen. ...

    • Appointment List Report

      Appointment List Report The Appointment List Report can be used to print your Daily Appointment Schedule and a No Show List. Select specific Date, Resource, and Facilities. The Resources and Date default to the Date and Resources chosen on the ...