Managing Your Practice > Using the Appointment Book > Scheduling Appointments

Using the Select Person on the Phone List

Use the Select Person on the Phone List to access the Phone Inquiry window, where you can access family recall and appointment history information, schedule appointments, and perform other patient-related functions. You can also view attached Yellow Sticky notes (Stickies) without the extra step of launching the Clipboard.

Select Activities > Phone inquiry or click the button on the Toolbar.
The Select Person on the Phone List is displayed.

• Columns display the chart number, name, contact information, and type indicators that identify the person's relationship to the practice.

• Person types include: pi  Patient, insured , pu  Patient, uninsured , rp  Responsible party, lw  Lives with, ip  Insured party, and rf  Referral source.

To find a person:

1. Filter the list by selecting relevant People to include options.

2. Click the Chart # or Name column and enter search criteria in the Find field.

For a selected person, you can:

• Click OK to launch the Phone Inquiry window.

• Click Add Family to create a new Clipboard associated with the selected person.

• Click Edit Person to access and edit information on the Clipboard.

• Click Actions to select Documents to add, edit, or print, or to display a Prescription forms history.

• Actions can be taken for the highlighted record, or for all persons displayed in the list.

• View and access Yellow Sticky notes (Stickies) attached to the person's record. If notes are present, a yellow tile is displayed in the Stickies section, along with a number indicating how many notes are attached to that particular note type. Click the yellow tile to access the note.

Related Topics

Scheduling by Phone Inquiry

Using the Appointment Book

Scheduling Appointments