Additional options are available by right-clicking over an appointment.
- Appointment statuses These are at listed first and setup by the practice so they will vary. You can change a status by selecting it.
- Appointment options:
- Appointment Recurrence - To set an appointment to be repeated in the future
- Search Open Appointments - Search for open appointment slots
- Search Appointments - Opens appointment search screen
- Add to Recall List - Adds patient to a list to schedule a future appointment
- Global Call Reminders - Displays Global Call Reminder history for this appointment
- Validate Patient - Runs validation
- Other quick links:
- Send Communication - To send a communication to patient or inside the office
- Patient Setup - Quick access to Patient Setup screen
- Patient History - Opens Patient Transaction list
- Patient Appointments - To view patient's appointments
- Open Patient in EMR - Opens patient in EMR
- Open Patient in Billing - Opens patient in Billing module
- Quick Pay - To take payment, print and Reverse receipt along with other options
- Authorization - Opens Authorization screen to add, edit and attach authorizations
- Eligibility - Opens Eligibility screen to run and view eligibility
- Telehealth session - Starts Telehealth visit if available to practice
- Nurse's note -
- Print Options:
- Print Superbill
- Print Face Sheet
- Print Treatment Plan
- Changes to this specific Appointment:
- Edit - To make edits to the appointment details
- Delete -Deletes the appointment
- Move - To move this appointment
- Copy - Copies this appointment
- Attendees - Typically used for group therapy sessions to schedule multiple patients for a single appointment
