Skill Sharpeners

Exercise 1:  Change the Scheduling Mode from View to Week to Zoom

A patient calls the office requesting an appointment and you want to see the upcoming week’s schedule.

To change views:

  1. In the Schedule Appointment calendar, select a date and click a provider’s name. The View window is displayed.

  2. Click Week. The appointments on all days in a week are displayed.

  3. Click on a day to select it.

  4. Use the buttons at the bottom of the Week View window to see more information about the schedule.

  1. Click the reserved time or open time in which you want to schedule the patient and click Zoom. The Zoom mode is displayed with that time visible.

  2. Click the appointment type you want to schedule. The Appointment Details window is displayed.

Exercise 2:  Use the Appointment Summary Window to Find Information About a Patient’s Appointment

You want to find information about an upcoming appointment.

To use the Appointment Summary window:

  1. In the patient’s chart, click Schedule Appointment. The Appointment Summary window is displayed.

  2. In the center of the window, you can find information about the patient’s past, current, and future appointments, plus no shows and recalls.

  3. To access more information about the patient’s scheduled appointments, use the following functions:

  4. Confirm Appointment

  5. View Day

  6. Change Comment

  7. Procedures

 

Related Topics

Understanding Schedule Views

Viewing Archived Schedule Days

Using the Appointment Details Window

Using the Appointment Summary Window