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Blocked Appointments

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Last Post by jeffs1977 3 years ago

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Kerri

(@kerri)

Posts: 8

Active Member

Topic starter

We are on v20.0 does anyone have any solutions for tacking who is entering/removing blocks from the schedule? Currently view activity log only works on appointments, so when staff put a block in the schedule there is no way to track who is doing it. The only option we can think of is to change the security groups as to who will have access to enter a block.

Kerri

Posted : July 16, 2021 4:46 am

pdangelo

(@pdangelo)

Posts: 140

Estimable Member

I would be interested as well. Currently, I have to limit who is blocking and unblocking. I have more of a problem with things being blocked that shouldn't be. We still need a certain number of slots every day to see patients.

Posted : July 16, 2021 5:05 am

Kerri

(@kerri)

Posts: 8

Active Member

Topic starter

pdangelo,
That's our issue, staff blocking the last appt of the day, or right before lunch. It's not tractable so no one can get caught doing it.

Posted : July 16, 2021 5:32 am

tablok

(@tablok)

Posts: 19

Eminent Member

Correct - there is no way to monitor it. I always trained staff to enter a reason for the block (like "per the manager or doc, etc) and enter their initials in the notes field. But you are right...when they realize they can do it without it coming back to haunt them, there is no motivation for them to enter notes and initials. I would think if it's an issue, I would take away the security for awhile and have all the block requests go to 1 person. Then maybe after a time, you can give it back to everyone with the stipulation that they enter notes and initials.

Posted : July 16, 2021 7:37 am

DavidShower

(@davidshower)

Posts: 1255

Noble Member

I'm not an expert on scheduling by any mean but this SQL query should give you the name of the user who created a blocked appointment in athenaPractice:

SELECT convert(varchar,Appointments.ApptStart,22) as 'Appt Time' ,convert(varchar,Appointments.Created,22) as 'Appt Created' ,DoctorFacility.ListName as 'Facility' ,df.ListName as 'Provider' ,USRINFO.SearchName as 'User who Blocked' FROM Appointments LEFT OUTER JOIN USRINFO ON Appointments.CreatedBy = USRINFO.LoginName LEFT OUTER JOIN DoctorFacility df ON Appointments.FacilityId = df.DoctorFacilityId LEFT OUTER JOIN DoctorFacility ON Appointments.OwnerId = DoctorFacility.DoctorFacilityId WHERE ApptKind = 5 ORDER BY ApptStart DESC

Posted : July 16, 2021 11:58 am

jessicaw

(@jessicaw)

Posts: 434

Prominent Member

If the blocks are still in the schedule you can run a Report to get information on who entered them and when. (Reports-->Schedule-->Blocked Appointments).

However, if they have been removed then there is no tracking them (unless there is a SQL script that could check for them).

Posted : July 21, 2021 2:37 am

jeffs1977

(@jeffs1977)

Posts: 4

New Member

Kerri,

This information is found in the ActivityLog. If you have SQL server access, use this query. Change the @StartDate and @EndDate values as you need.

SET NOCOUNT ON

DECLARE @StartDate DATETIME
, @EndDate DATETIME

SET @StartDate = N'07/27/2021'
SET @EndDate = N'07/27/2021'

SELECT
a.FunctionName,
a.TableName,
a.RecordId,
a.Value1,
a.Value2,
a.Created,
a.CreatedBy,
a.LastModified,
a.LastModifiedBy
FROM ActivityLog a
WHERE a.TableName = 'Appointments'
AND a.FunctionName = 'New Blocked Appointment'
AND (a.LastModified >= ISNULL(@StartDate, '01/01/1800')
AND a.LastModified < DATEADD(D, 1, ISNULL(@EndDate, '01/01/3000')))

ORDER BY a.LastModified ASC

Posted : July 27, 2021 2:29 pm

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