Scheduling Appointments

Scheduling Appointments for New Patients

You can add a new patient from the Daily Appointments and Book At A Glance scheduler windows when a new patient calls to schedule an appointment. When the patient arrives for the appointment, enter the remainder of the information and activate the new patient and account records.

To add a new patient from the Daily Appointments and Book At A Glance scheduler windows:

1. Select an option:

2. In the Daily Appointments window:Select a time slot, and select New Patient Appt from the Options section of the Express bar or the Options menu.

3. In the Book At A Glance window:Select a time slot, and select New Patient Appt from the Options section of the Express bar or the Options menu.

The New Patient Appt window is displayed.

2. Type the patient’s name and date of birth in the appropriate fields.

3. Select a provider from the Doctor drop-down list.

4. Type the fee schedule.

5. Type the cell, home, and work phone numbers in the appropriate fields.

6. If the new patient was referred to your office by an existing patient or another doctor, select the information from the drop-down lists in the Referral Info section.

7. Select an option:

8. To schedule the patient for an initial exam:Select Initial Exam. The default initial exam procedural code information is displayed in the Code, Description, T#, Su/Qd, Fee, and Slots fields.

• To change the default codes for initial exams, click Change Defaults. The New Patient Appt Defaults window is displayed. Select a procedural code and click OK.

2. To schedule the patient for an emergency exam:Select Emergency Exam. The default emergency exam procedural code information is displayed in the Code, Description, T#, Su/Qd, Fee, and Slots fields.

• To change the default codes for emergency exams, click Change Defaults. The New Patient Appt Defaults window is displayed. Select a procedural code and click OK.

2. To schedule the patient for a different exam:Select Other, and select a procedural code from the Code drop-down list.

8. Type any notes in the Appt Notes field. These notes are displayed in the Appointment Card window.

9. Type any medical alerts in the Medical Alert field. This patient is displayed in red text and a red cross is displayed in the Alerts column for the record in the Patient List window.

10. If you are adding the new patient to an existing account, select an account from the Add patient to an existing account drop-down list.

11. To add or view additional account information, click Additional Account Info. For more information, see Setting Up Accounts.

12. Click OK.

Related Topics

Activating New Accounts

Activating New Patients and Accounts

Handling Broken Appointments for a New Patient

Changing New Patient Appt Window Defaults