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Scheduling
The appointment scheduling Add-on is one of the most powerful in the industry with one of the best graphical user interfaces. This scheduler allows you to establish different resources by three different types: practitioner, equipment, and room.
You may establish an unlimited number of appointment books, all accessible at any time. Each book is established with time increments for scheduling purposes (i.e. every 15 minutes, every 30 minutes, etc.). You may also designate how many over books (if any) that are allowed in each resource time cell.
An unlimited number of tasks may be built, each corresponding with the resources that may be booked for that task. For example, you may establish an office visit task that may be available for either Dr. Jones or Dr. Smith. An additional task of therapy may be established for room 4. The task may also span multiple time slots with multiple resources. For example, a surgery task may require Dr. Jones for 30 minutes, the laser equipment for 30 minutes, and room 4 for 30 minutes. Each task may also be color coded for easily recognizable task coordination.
Several different views are easily available. The Scheduling View shows the appointment book with the booked appointments and the available cells. You may elect either to show all resources or show only practitioners, equipment, or rooms. A One Year calendar may also be displayed for easy of future scheduling.
You may easily change the date of the book by selecting (via mouse click) the desired date from the calendar that is always available. The book is periodically queried for no-shows. When time has passed for a particular appointment and the patient has not signed-in, then the appointment is displayed in red indicating a no-show.
Inquiries
Several different inquiries are always available for the appointment book or the patients. The Scheduler inquiries show cancellations, no-shows, or walk-ins. A walk-in is any patient that is signed-in without a prior appointment.
The inquiries by patient show the same information specific to a particular patient. In addition, all future appointments for the patient are displayed. When displayed, the appointment also list the task associated with the booking. You may also cancel or delete any active appointment from the inquiry screen.
Resource inquiries show all booked and available times for a particular resource also showing the booked task. Within the Resource inquiry, a weekly view may also be displayed. The weekly view allows an entire weeks worth of tasks and appointments to be displayed within a single window. For more detail, a day within the weekly view may be selected and the daily view will show each patient, their appointment time, and their task.
Appointment Booking
The
actual booking of appointments is extremely fast and easy. Once the desired date is displayed for the book, click on the appropriate resource/time cell. A window will be displayed allowing you to select the patient and the task.
At this time you may also enter a descriptive message concerning the appointment. This message is always available for inquiry at a later date. This message is also displayed when the patient is signed-in; thus, this becomes an extremely beneficial tool for inter-office communication concerning the patient and appointment.
You may also change appointment times once they are booked by dragging the appointment from the active cell to an additional cell.
Find Available Appointment
Sometimes finding an open slot for a future appointment date can be difficult. Coordinating the patients schedule with the doctors available openings often requires much more energy than should be required! Relax, with the powerful Find Available Appointment feature, coordinating the doctors schedule with the patients is a snap. The Find Available Appointment feature is presented in a wizard format. This makes the chore of setting up your search criteria a breeze.
To get a better idea of how this feature works, click on the Click Here to take the Tour! button to see the Find Available Appointments Tour. This is an online tour allowing these features to be seen in action!
Cluster Booking
When the need arises to book a large volume of appointments for a particular patient over a given period of time, the cluster booking feature fills the booking bill. Select the task, time frame, practitioner, equipment, room, and the desired days of the week to book the appointment series.
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