Tabular View Appointment Search Scheduler provides an additional appointment search screen apart from the existing search facility given in the ellipsis menu. The new appointment search can be accessed by clicking the Tabular View is placed beside the Provider View on the Calendar header. Key Features New Filter – Schedule Type: A dedicated filter for Schedule Type has […]
Category: Scheduler
Appointment Reason through Lookups
How to Configure Appointment Reason Through Lookups Appointment reasons can be listed from the lookup. A lookup type named “Schedule Reason” is available to configure this lookup list (refer to Image 2 and Image 3). Additionally, a configuration setting on the Scheduler Options screen has been made available to enable the listing from the lookup […]
Scheduler Calendar
The Scheduler Calendar Practice Management System handles the entire scheduling needs of the practice through a module called Scheduler. Scheduler Main Screen Image 1 1. To choose a legal entity to put up the Scheduler, click on the Search highlighted in Image 1 and select an LE. 2. Select All Providers to list all the providers […]
Schedule Appointment for New Patient
Scheduling Appointments for New Patients 1. On the Schedule Calendar, click on the required time slot. The Schedule screen opens up. See Image 1. Image 3 2. Under Appointment For section, click on New Patient checkbox (highlighted in Image 1 ). 3. Enter Patient Last Name, First Name select Gender, and an Account Type in the […]
Schedule Appointments on a Holiday
Enabling Appointment Scheduling on Holidays By default, holidays are grayed out in the scheduler to prevent appointment booking on those dates. However, PracticeSuite offers an option to enable scheduling on holidays when necessary. Follow the steps below to allow appointment scheduling on holidays. 1. Select Scheduler from the main menu. The appointment scheduler screen opens up. […]
Collect Patient Payments from Scheduler
How to Collect Patient Payments in Scheduler Patient payments can be collected from the scheduler screen. Links provided in the scheduler help in collecting a payment from a patient upfront by cash, check, credit card, or through EFT Pay. There are two ways to process a payment from the scheduler. Method-1 A.1. Click on the […]
Cancel Appointment
Cancelling an Appointment from the Scheduler Appointments can be cancelled in two ways from the Scheduler. Method-1 On the Calendar screen, click on the edge of the time slot. This will open up a side menu having the Cancel Appointment icon, highlighted in Image 1. Click on it. Method-2 Click on the time slot to […]
Missed Appointment
Marking Appointments as Missed in the Scheduler If a patient fails to show up for their scheduled appointment, the appointment should be marked as ‘Missed’ in the system. The following steps explain how to mark an appointment as missed from the Scheduler. 1. Select the Scheduler module from the main menu to open the Appointment […]
Create Recurring Appointment
Creating or Assigning a Case from the Scheduler Each appointment must be linked to a case. A case can be created or assigned from multiple locations in the system, including the Scheduler, Charge Entry screen, or Patient Demographics. This section explains how to create or assign a case directly from the Scheduler. 1. To view […]
Provider Off Time
Provider Off-Time Provider off-time refers to periods when a provider is unavailable for appointments. It could be an absence during a day or a holiday break that lasts for many days. Such off-times could be saved in advance to block scheduling for the provider during those hours. There are two ways to create a provider […]