Scheduling/Calendar FAQs

Scheduling/Calendar FAQs



Scheduling/Calendar FAQs

Appointments

How do I Register a Patient?
How do I Schedule an Appointment?
How do I Modify an Appointment?
How do I see the Patient's Last Appointment?
Select: How do I see the Patient's Last Appointment?
How do I schedule an overnight Appointment?

Block Slots or Days on the Calendar

How do I block Slots on the Calendar?
How do I use a Schedule Build to create blocked days?

Check-in/Check-out Workflow

How do I add a new Appointment during Check-out?

Add a new Appointment during Check-out?


How do I add an Appointment to a Worklist?

How do I mark a Patient as a No Show?

Mark a Patient as a No Show?
Why am I getting a Validation Warning for a duplicate Appointment?

Why can I not see the Appointment Reason in the Appointment Slot?
How do I add a Reason during Check-In?

  1. Select the Appointment on the Calendar

  3. Enter the Reason

  4. Save

Calendar Navigation

How do I access the Calendar?

Access the Calendar


How do I Navigate the Calendar?
Why is the red line on the Calendar not on the current time?

Red line on the Calendar not on the current time

  • In your User Profile, specifically select your Time Zone instead of using your Computer Time.

  • In User Maintenance, select the User and change the Time Zone to your specific Time Zone instead of Computer Time.

    • Making changes in User Maintenance will have to be done by your System Admin.

Calendar View

How do I customize my Calendar view?
How do I maintain a view that I have changed for the Day?
How do I eliminate Saturday and Sunday from the Appointment Calendar?
Eliminate Saturday and Sunday from the Calendar
  1. This is controlled by on the Settings Tab on the Calendar and the Builds in Scheduling Setup.

Font Size

How do I change the font on the Calendar?

  • On the Settings Tab on the Calendar, select the Font Size: Smallest, Small, Medium, Large, or Largest.

Forms

How do I Print a Form?
How do I prevent an Appointment Type from printing on a form, such as a Superbill or Face sheet?

Print

How do I print an Appointment Schedule?
How do I print Patient Demographics?

Forms

Forms, Face Sheets, and Superbills Creation

Patient Ledger

Reschedule/Reschedule Queue

How do I Reschedule an Appointment?

Reschedule an Appointment

How do I delete an Appointment from the Reschedule Queue?
Why can't I see the Reschedule Queue?
  1. There are no Patients in the Reschedule Queue.
  2. In System Settings, the Reschedule Queue has been turned off.
  3. You may not have Permissions to Reschedule Appointments.

Resources

How do I delete a Resource?
Why can't I see all of my Resources on the Calendar?
  1. Check User Maintenance to ensure that the Resource is selected.
    1. Only System Admins can make changes in User Maintenance.
  2. Check to make sure the Resource is linked to the Facility.

Wait List

How do I put a Patient on a Wait List?

Put a Patient on a Wait List

 

Schedule Setup and Build

Build

How do I build my Schedule/Calendar?
Should I use the Build View or Slot View?

Overnight Appointment

How do I create an overnight Appointment?
Overnight Appointments are mostly used for Sleep Studies.
System Setting: Scheduling > ALLOWOVERNIGHT

Resources

How do I add Resources/Providers to the Calendar?

Rules

What is a Scheduling Rule?
How do I add Scheduling Rules?

Slots

What is a Slot Type?

Slot Types


How do I create Slot Types?

Start and End Times

How do I set the start and end times for a Schedule?

Status

How do I add an Appointment Status?

Types

How do I Add/Delete/Expire an Appointment Type?

Troubleshooting

Why is my Build not showing on the Calendar?
 

    • Related Articles

    • 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 ...

    • Calendar Tab Navigation (Tab View)

      Calendar Tab Navigation The Calendar Tabs can be used: To add Appointments Search for Patient Appointments Search for Available Appointment Slots Determine which Resources and Facilities to see on your Calendar view. Print Superbills and Forms Print ...

    • Calendar Navigation Overview

      Access the Calendar The Calendar can be accessed using one of the following methods. Enter "CAL" into the navigation box. Select the Calendar icon on the top-right menu. Select the Calendar button on the Home Dashboard. Select Scheduling on the left ...

    • Group Appointments

      Add, Modify, Reschedule Group Appointments Add Group Appointments Select the Slot for the Appointment. The Facility and Resource default from the Slot selected on the Calendar but can be changed on-the-fly. In the Appointment panel, select Group from ...

    • 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 ...