Appointments associate a patient with an item, time slot, and resources in Scheduling. A reservation is a reserved time slot for a test that serves as a placeholder for the primary resource assigned to the item, reserving that resource’s time to avoid scheduling conflicts.
Both begin by placing an item in the Appointment Scheduler, which launches the Scheduling wizard and allows you to quickly create a reservation or a full appointment. An appointment is created by adding a patient/visit to a reservation. This process can be performed at separate times or all at once, and new patients or new visits can be created as part of adding the appointment.
The views, toolbar options, and QuickPick lists ultimately set up an easy-to-use process for scheduling an appointment for a patient or resource. Appointments can be created by the following methods:
Both methods will launch the Scheduling wizard, which guides the user through completing the reservation or appointment. Depending on the type of view used, the wizard may open at different stages.
Appointment views display the schedule for an entire department (Laboratory, Cardiology, etc.) with the department name displayed above the Appointment Scheduler. When an item is scheduled in an appointment view, all resources for the selected item are booked automatically.
For example, if an exercise stress test item involves a staff member, monitoring physician, treadmill and electrocardiogram equipment, and an exam room, an appointment view will schedule all of those resources automatically.
Resource views display the schedule for a specific resource (physician, staff, equipment, or room), with the resource’s name displayed under the department name above the Appointment Scheduler. When an item is scheduled in a resource view, the primary resource is scheduled manually, while secondary resources for the selected item are booked automatically.
For example, if an exercise stress test item has a staff member as the primary resource, you can add the reservation/appointment for the resource, and the monitoring physician, treadmill and electrocardiogram equipment, and exam room are scheduled automatically. This gives the user the ability to manage specific resources and their schedules.
Reservations can be scheduled by drag and drop or by right+clicking in the Appointment Scheduler. The reservation is created in the Scheduling wizard, which guides the user through the process. However, depending on the view used (appointment or resource) and whether you create the reservation by drag and drop or in the scheduler.
To schedule a reservation, follow these steps:
Appointments can be scheduled by drag and drop to an existing reservation or by right+clicking on a reservation in the Appointment Scheduler. Both options use the scheduling wizard, which guides the user through the process. Once a visit is added to an individual reservation, it becomes an appointment.
To schedule an appointment, follow these steps:
The following windows may also display:
Group appointments can only be created as reservations, and then visits can be added by drag and drop or by right+clicking on the reservation in the Appointment Scheduler. Both options use the scheduling wizard, which guides the user through the process. Once a visit is added to a group reservation, it becomes an appointment.
Items can be set up to be group appointments by default in Item Maintenance. Group appointments cannot be set up as recurring.
To schedule a group appointment reservation, follow these steps:
To schedule a group appointment by drag and drop to an existing reservation in the Appointment Scheduler, follow these steps:
The following windows may also display:
To schedule a group appointment by adding a visit to an existing reservation in the Appointment Scheduler, follow these steps:
Select a visit via one of the following options:
Note: The search includes any AKA or maiden names associated with the patient’s URN. For example, if a female patient’s last name changed because of marriage, RCM Cloud®will search for the maiden and married last names.
Note: The search includes any AKA or maiden names associated with the patient’s URNUnit Record Number. The unique tracking value associated with an individual patient in InsightCS. It is carried forward to all visits for that patient.. For example, if a female patient’s last name changed because of marriage, RCM Cloud® will search for the maiden and married last names.
Note: The search includes any AKA or maiden names associated with the patient’s URN. For example, if a female patient’s last name changed because of marriage, RCM Cloud® will search for the maiden and married last names.
Note: The search includes any AKA or maiden names associated with the patient’s URN. For example, if a female patient’s last name changed because of marriage, RCM Cloud® will search for the maiden and married last names.
The following windows may also display:
The linked appointments functionality allows multiple items to be added for a visit in a single session, which allows a sequence of appointments, from various departments if needed, to be created for the patient. The items are added on the Item Information page of the Scheduling wizard, and they are indicated by a chain icon in the Appointment Scheduler.
To schedule linked appointments, follow these steps:
Note: The search includes any AKA or maiden names associated with the patient’s URN. For example, if a female patient’s last name changed because of marriage, RCM Cloud®will search for the maiden and married last names.
Note: The search includes any AKA or maiden names associated with the patient’s URN. For example, if a female patient’s last name changed because of marriage, RCM Cloud® will search for the maiden and married last names.
The following windows may also display:
Linked appointments are also indicated by a chain icon in the Appointment tab. The user can view all linked appointments for a visit by clicking this icon or right+clicking on the appointment and selecting Linked Appointments.
The Linked Appointments window opens and displays all appointments scheduled together for this patient. Click on an appointment then click OK to load that appointment’s information.
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