Modify an Appointment

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• 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

  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 Calendar Select the ...

• Edit an Existing Case and an Existing Authorization

  Edit an Existing Case From the Patient Dashboard Select the Cases link. Select the Case ID. Select the Edit link. From the Modify Charge Screen Select the Modify button on the Encounter Dashboard. Select the Case from the dropdown if it is not ...

• Modify/Delete a Guarantor

  Update an Existing Guarantor On the Patient Dashboard, click the Guarantor's Name Click Edit. Make modifications. Click Save (F2). If the default Guarantor's address was changed, you will be prompted with the option to change the Patients' addresses ...

• Appointment Types: Add/Delete/Expire

  Create Appointment Types that are identical to the existing Appointment Types in the Clinical Documentation. Create an Appointment Type From the Scheduling Dashboard, click Scheduling Setup. Click the Types tab. Click Add. Type: Enter a short name ...