Patient Appointment Screen

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 Information

  • Appointment Date and Time
  • Resource
  • Facility
  • Instructions and Reason Notes
  • Previous/Next Appointments


Action Buttons on the Patient Appointment Screen



When a link is selected, a new tab or a pop-up window opens. Once you are finished, close the new tab or pop-up to return to the Patient's Appointment screen.


Modify Appointment

  • Modify an existing Appointment. 
  • Prints an individual Superbill (Fee Ticket) for the patient.
  • Prints a list of future appointments that the patient has scheduled.
  • This list can be printed for the Patient.
  • Prints an individual form for this patient only.

Patient Dashboard

  • Navigates to the Patient Dashboard.

Modify Demographics

  • Opens the Modify Patient screen to make changes to the patient's demographics.

Insurance Management

  • Opens the Insurance Management screen to make changes to the Patient's Insurance.
  • Only the Default Insurance displays on the Appointment screen.
  • If the Insurance has been added with the status of Active, it can be changed using the Insurance Management link (Change from Active to Default).
  • Hovering over the Insurance name will show details about the Insurance.
  • Display of the Payer ID in the hover-over can be instrumental in selecting the correct insurance when compared to the Payer ID on the Patient's Insurance Card.

Recalls

  • Opens the Recalls screen where you can Add a Patient to a Recall list.

Enter Copay

  • Enter the Patient's payment. This can be a combination of a copay and a payment on account.
  • If the Patient is using two different forms of Payment, such as credit card and check, make two receipts.

Enter Charge

  • Charges can be entered manually.

Service History

  • The Service History shows the History of all the Patient's Encounters.
  • These are Appointments where Charges have been entered for the Patient which creates an Encounter.
  • If a Patient misses an Appointment, there will not be an entry on the Service History.
  • The Service History can also be seen on the Patient Dashboard.

Eligibility

  • Shows Eligibility history with the status of the Eligibility check.
  • This link does not check Eligibility.


Balance Information

  • Option to select Patient or Guarantor Balance.
  • Pat Bal: Patient Balance
  • Escrow: Payment Receipts that have not been posted to an Encounter.
  • Col Bal: Collection Balance (Encounter Balances that have been sent to Collections)
  • Ins Bal: Insurance Balance
  • Last Payment: Last date that a Payment was made.
  • Amount: Last Payment Amount.
  • Dunning: The Dunning count increases each time a Patient Payment is missed.






      • Related Articles

      • Patient's Last Appointment Date

        Patient's Last Appointment Date The Patient's Last Appointment can be seen in several places in the System. When scheduling an Appointment: On the right side of the Add Appointment screen, the Previous and Next Appointments can be seen. On the ...

      • Patient Appointment Panel on the Patient Dashboard

        Patient Appointment Panel The Patient Appointment Panel, by default, only shows a few Appointments. To see all Appointments that have been scheduled for a Patient, select the Plus symbol (+). The Appointments are listed in chronological order from ...

      • 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 ...

      • Custom Patient Query (CPQ)

        Custom Patient Query (CPQ) The Custom Patient Query report is located in the Patient panel on the Reports screen and is built by the User. The content of this report is Patient related. Demographic Filters Using the Demographic filters, a Patient ...

      • Add/Register a New Patient

        A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...