The Balances and On Account (Unapplied Payments) can be reviewed while scheduling a patient, or opening up an existing appointment. To view the balance and on-account information of a patient, follow the below-given steps. 1. Select Scheduler from the main menu. The scheduler screen opens up. See Image 1. 2. Click on the required patient […]
Category: Scheduler
Print Labels, Demographic Sheet Report from Scheduler
Generating Patient Labels from the Scheduler Various types of patient labels can be generated directly from the Scheduler screen. Follow the steps below to generate the desired patient labels. 1. From the main menu, select Scheduler. In the schedule screen, click on the scheduled appointment of the patient. A menu appears as in Image 1. […]
Search an Appointment
Searching for Appointments in the Scheduler The Search Appointment feature in the Scheduler module allows users to quickly locate appointments based on a variety of filters such as patient name, date range, legal entity, provider, and schedule status. This is especially useful when confirming appointment details or reviewing a patient’s upcoming or past visits. Accessing […]
Double Book Appointments
Scheduling Multiple Appointments in a Single Time Slot Practice Management System allows users to schedule more than one appointment within the same time slot. To create double-booked appointments, follow the steps outlined below. 1. Select Scheduler from the main menu. 2. In the scheduler screen that opens, click on the time slot at which there […]
Patient Check-in
Marking a Patient as ‘Checked-In’ in the Scheduler To update a patient’s appointment status to ‘CHECKED-IN’ within the scheduler, follow the steps outlined below. 1. Select Scheduler from the main menu to open the Scheduler calendar. 2. Click on the patient in the appointment time slot. 3. On the Schedule screen that opens up, change […]
Assign/Create a Case From Scheduler
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 […]
Resource Scheduling / First Available
How to Do Resource Scheduling 1. Open Scheduler and click on the First Available option. 2. The Resource Schedule: Search Availability screen opens. Select the Appt. Type (Each Set of resources is mapped to an appointment type from Resource Schedule Setup page) and then choose the appointment date and hit Search. Image 1 3. All […]
Create a schedule for a Machine or Equipment
Creating a Schedule for a Machine or Equipment To schedule appointments for a machine or piece of equipment, it must first be defined in the system as a new provider. This allows the machine or equipment to be managed and scheduled just like any other provider. 1. Click on the Master Setup module and choose […]