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
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. ...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 Dashboard Menu Home: Home Dashboard Patient: Navigates to Patient Lookup ...Scheduling System Settings
Scheduling ACTUALTIME - ENABLES ACTUAL START TIME FIELD ON APPOINTMENT This setting controls the ability to enter actual start and end times of an appointment after the visit has taken place. Example: The Appointment was scheduled from 10:00 - 10:30, ...Scheduling Questionnaire
In preparation to help you build your calendar, please provide an answer to the following questions and create your Appointment Types. Article: How to add Appointment Types Instructions on how to create, build, and maintain the Calendar will be ...