Skill Sharpeners

Exercise 1: Make an Appointment from the Phone Center

An existing patient calls and asks to schedule an appointment.

To make an appointment using the Phone Center:

Click the View PhoneCenter button. The Phone Center window is displayed.
Select the patient who called.
Click Scheduling at the bottom of the window. The patient’s Appointment window is displayed.
Click Appt Book. The daybook is displayed, and the Assistant window is displayed on the daybook, indicating the patient’s preferences for appointment days and times.
Click Close.
Click Find on the toolbar. The calendar is displayed.
Navigate to the next available time slot, and click OK. The Daily Appointments window is displayed for that date.
Double-click on the time slot you want. A message asks Do you want to make an appointment for [patient’s name]? Click Yes. The patient’s Appointment Card window is displayed.

Exercise 2: Edit an Appointment

A patient calls and wants to reschedule an appointment for the same day and time, but one week later. You check the Scheduler, and that slot is available.

To edit an appointment:

Select the appointment to be edited.
Click Edit on the toolbar at the top of the daybook. The Appointment Card window is displayed.
Make the changes and click OK.

Exercise 3: Confirm an Appointment Manually

A patient calls to confirm an appointment. How do you do that?

To confirm an appointment:

From the Scheduler window, select the appointment to confirm.
Right-click on the appointment.
Select the Appointment Confirmed option.
Click Close.