The Appointment tab displays appointment item, time, status, and assigned resource information. Appointment dates and times can be updated, and child tabs allow the user to update recurrence and order information, answer prompts, view appointment history, and add the appointment to the waitlist.
For an individual appointment, the user has the option to cancel, arrive, un-arrive, depart, or no-show the appointment. For a group appointment, the user only has the option to cancel the appointment. Patients in a group appointment are arrived, un-arrived, departed, or marked as no-show in the Patients tab.
The start and end time for an appointment can be changed by moving the appointment in the Appointment Scheduler or by changing start times in the Appointment tab. To update an appointment, follow these steps:
For more information on these functions, see the following topics:
The Recurrence tab allows the user to update recurrence information. A recurring appointment is a repetitive appointment that is scheduled at specific intervals for individual patients (group appointments cannot be recurring). Recurring appointments can be set up daily, weekly, or monthly and for a specific number of occurrences or for a date range.
Recurring appointments must be created from the Recurrence Options page in the scheduling wizard. Once the appointment is scheduled without using the recurring option, it cannot be made recurring.
To update a recurring appointment, follow these steps:
If an appointment is scheduled on Wednesday and 2 is entered into the day(s) field, the next appointments occur on Friday, Sunday, Tuesday, etc.
If 1 is entered into the week(s) field and Wednesday is selected, the appointments occur on Wednesday every week.
If an appointment is scheduled for March 5 and 5 is entered into the Day field and 1 into the month(s) field, the next appointments occur on April 5, May 5, etc.
if an appointment is scheduled for March 1, 2012 and First and Weekday are selected from the dropdown and 1 is entered into the month(s) field, the next appointments occur on April 2, May 1, etc.
The Order Information tab allows required order information for the scheduled item to be entered before a patient can be arrived to an appointment. The required information depends on the ancillary department and the template used by that department.
If required order information is missing, warning messages will display when there is an attempt to arrive the patient.
To enter order information, follow these steps:
Note: If more fields are required, a warning message displays and lists the required menus/fields. Click OK and complete the required menus/fields.
The Prompts tab allows questions or data entry fields associated with an item to be completed before completing the order or arriving a patient for a scheduled appointment. The prompts may or may not be required and come in a variety of formats (yes/no options, dropdowns, text fields, date fields, etc.).
Required prompts are noted in the list in the Required column. If required prompt information is missing when an item is scheduled, a warning message displays and lists the required menus/fields. Click OK and complete the required menus/fields.
To complete prompt information, follow these steps:
The Appointment History tab displays a history of any changes made to the appointment. This includes information such as time changes, status changes, order information updates, etc.
The changes are displayed with their date, description, and the user who changed them. The information is read-only.
The Waitlist tab is used to add an appointment to the waitlist, which is a queue designed to hold appointments that need or prefer to be rescheduled to an earlier day or time (excluding the current date). Any existing future individual, non-recurring appointment can be placed on the waitlist. The waitlist takes into account item and department availability when determining open time slots.
The tab is also removed from the waitlist using this tab.
To add an appointment to the waitlist, follow these steps:
To remove a waitlisted appointment, follow these steps: