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Scheduling Workflow

CPS, C-EMR, PM

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mgorozpe

(@mgorozpe)

Posts: 27

Trusted Member

Topic starter

Good Morning Everyone,

I wanted to reach out to everyone to see how your staff is currently booking appointments. I am trying to understand if their is a better way to book appointments other than looking for available slots in the schedule view. Is there a tool that I can input criteria to view any available appointments.

Thank you in advance.

Posted : January 19, 2016 10:37 am

akoen

(@akoen)

Posts: 144

Estimable Member

There is a tool and we have used it with great results

In the schedule, select Edit -> Appointment Search Criteria. This will allow you to set the criteria for the search. We have searches set up by location, provider, insurance, appointment type, etc.

Once you have the criteria set, the staff can right click anywhere in the schedule, select "Search for Patient Appointment", locate patient, and choose criteria. This can also be done from the appointment tab in the patients registration.

Hope that helps.

Amanda Koenig

Oregon Orthopedic & Sports Medicine

[email protected]

Posted : January 19, 2016 11:46 am

mgorozpe

(@mgorozpe)

Posts: 27

Trusted Member

Topic starter

Thank you so much for your response Amanda. I will play around with the settings within the search criteria, but this should work for our staff.

Thank you again Amanda.

Mario

Posted : January 19, 2016 1:50 pm

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