When you select a Patient's Appointment on the Calendar, it opens the Patient's Appointment screen which displays:

1. Banner

• Patient's name
• DOB/Age
• Appointment Type

2. Additional Patient Information

• Phone Numbers
• Address
• Patient's Insurance

3. Appointment Information

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

4. Scan: You can Scan a picture of the Patient from the ID or Driver's License.

• Direct Scan with iDology Scanning (premium add-on feature)

5. The Patient's photo will display after scanning.

Action Buttons on the Patient Appointment Screen

1. Status: Appointment Status dropdown menu
2. Check-in: Changes to Check-out after Check-In is selected.
3. Cancel
4. Reschedule
5. Delete: Delete can be used if the Appointment was made in error. Otherwise, use the Cancel button.

6. Eligibility

• Hover over the button to view the latest Eligibility Results.
• Select the button to see more detail on the latest Eligibility Results.

• Use the Verify link to perform an Eligibility check.

7. New Appt: A new Appointment can be made from this Appointment.
8. Send to a Worklist
9. Patient Estimate (Premium add-on feature)

Navigation Links

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. 

Print Superbill

• Prints an individual Superbill (Fee Ticket) for the patient.

Print Schedule

• Prints a list of future appointments that the patient has scheduled.

• This list can be printed for the Patient.

Print Form

• 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.

Appointment Scheduling Information

• Scheduled By: Shows who and when the Appointment was scheduled.
• Last Modified By: Shows who and when the Appointment was last modified.
• Referring: Shows who sent the Patient.
• Referral Reason: Shows why the Patient was sent.
• Case: Shows if there is a Case attached to the Appointment.
• Authorization: Shows Insurance information for the Appointment.
• Note: Shows the Notes from the Appointment.
• Reminder: Shows the Reminder for the Appointment.
• Recurrence: Shows if the Appointment is Recurring.
• Wait List: Shows if the Appointment is on the Wait List.
• Appointment ID: Shows the number associated with the Appointment.
• How Did You Hear About Us: This is a Custom Field that was added to the Patient Registration screen.