Scheduling Questionnaire

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 provided during your training sessions. A simple sample is provided in your database.

  • Start / End time
  • Lunch: Is a lunch break taken?
  • Time:
  • Weekend: Do you work Saturday and/or Sunday?
  • Saturday Hours
  • Sunday Hours
  • Standing meetings: Such as a monthly staff meeting
  • Yes: When?
  • No
  • 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
  • At check-in?
  • Check-out?
  • 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


    • Related Articles

    • 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/Calendar FAQs

      How do I access the Calendar? How do I print an Appointment Schedule? How do I Navigate the Calendar? Top Menu Left Side Tab Menu Scheduling Tab Check-in/Reports Tab Search Tab Settings Tab How do I customize my Calendar view? Create and save a new ...

    • 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 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 ...