Scheduling Dashboard
Functions
- Calendar View: Displays the Appointment Calendar
- Patient Registration: Takes you to the new Patient Registration screen
- Batch Eligibility Results: If Batch Eligibility is being used, you can see the eligibility results here.
Reports
- Custom Appointment Query: Flexibility to format your own Appointment report
- Appointment List: Run and print your Daily Appointment Schedules
- Appointment Count: Detailed breakdown of appointment counts
- Missing Encounters: Shows Patients that have been checked in/out on the Calendar but do not have a matching charge/encounter.
- Recall Query: Reports Patients on the recall list for your specified dates chosen in the Filters.
Setup
- Schedule Setup: Use for setting up and building your Calendar
- Scheduling Rules: Create Scheduling Rules to optimize Patient flow.
Go to Scheduling for documentation.
Related Articles
Guarantor Dashboard Overview
The Guarantor Dashboard is accessed by selecting the Guarantor's Name in the Guarantor Panel on the Patient Dashboard or from the Find Patient/Guarantor screen. The Guarantor is the person or entity who is responsible for Payment, and the person or ...Scheduling Reports
Scheduling/Calendar These reports can be found on the scheduling Dashboard, in the reports section and from the Calendar (second tab Checked in/Reports).Group Scheduling
Group Scheduling provides the ability to manage groups of Patients or clients that attend the same Appointments or Meetings. This feature must be activated in System Settings under Scheduling. Choose Yes for GROUPSCHEDULING - ALLOW GROUP SCHEDULING. ...Scheduling Rules
Scheduling Rules can be used to further define your Appointment criteria for optimal Patient flow by controlling: Maximum Appointments allowed for AM, PM, or Day; Required interval between Appointments; How far in advance an appointment can/should be ...Dashboard Overview
Left Side Menu The Left Side Menu contains links to: The Dashboards in the System The Navigation (Go-Box) The Help Center The Tasks Menu Show Me How Navigation (Go-Cut) Box The Navigation Box allows you to quickly navigate between screens in the ...