Instructions on how to create, build, and maintain the Calendar will be provided during your training sessions. A simple sample is provided in your database.
- Lunch: Is a lunch break taken?
- Weekend: Do you work Saturday and/or Sunday?
- Saturday Hours
- Sunday Hours
- Standing meetings: Such as a monthly staff meeting
- What is the basic length of time that your provider books?
- 10 min 15 min 20 min 30 min 40 min 60 min
- Other? _____
- What is the most frequently used appointment type? (Ex: Follow Up)
- Do you double book? Yes No
- All Appointments Types? Yes No
- If No, Specific Appointments Types? ____________________________
- Do you book appointments by rooms, equipment or other non-provider resources?
- Yes No If Yes, _______________________________
- Do you schedule anywhere aside from the main office? (Ex: off-site surgery)
- Does your schedule vary based on the day of week or facility? Yes No
- When are copays collected
- Do you collect pre-payment for services such as for surgery?
- Do you sell over the counter products?
- How many users need to be trained on the calendar functionality?
- These are Users that just need to know how this feature works, such as, a Nurse Practitioner who has read only needs or someone who only works the Front Desk?
- Instructions per day per provider to scheduling staff.
- Example: Only 2 new patients in the AM but no more
- Can you provide a sample of your current calendar? Yes No