iScheduler Overview and Screens

On the main navigation bar there is an option to launch iScheduler. Clicking will open the default view of iScheduler for the user. The user will then need to select the resource and day to view the schedule. 

iScheduler is a fully developed scheduler that will allow the user to:

• Navigate/View the Schedule
• Add a New Patient
• Schedule New Appointments
• Modify Existing Appointments
• Cancel Existing Appointments
• Check Patients In and Out
• View Comments and Alerts
  
  
• and much more!!!!

Training Videos

iScheduler Overview. 

Schedule an Appointment.

Cancel an Appointment.  

Confirm an Appointment.

iScheduler Screen

The iScheduler screen can be found on the left navigation pane.  

• Calendar:   Use arrows to navigate between months/years.  Click on a specific date to bring that date onto iScheduler.

• Resource vs Group:  Controls schedule visibility by Locations, Machines/Devices, Nurse, Personnel or Groups.  Customizable with On-The-Fly. 
• iScheduler Toolbar:  Lock icon dropdown, Today, Time Period, Search Open, Search recall, Intake Schedule, Patient, Help. 
• Patient Search:  Search for Patient with additional dropdown options as well as adding a new patient to the database.
• Appointments:  Open scheduler vs templated slots.

The iScheduler Toolbar is located in the iScheduler portal, at the top left of the screen.  

1. Today:  You have the ability to move to a future or past date in the iScheduler.        Click  to navigate back to the current date.
    
    
2. Time Period : Select to navigate to a future date based on days, weeks, months or years. 

3. Search Open: Select to search for open appointments based any combination of Resource, Location, Length, Appt Type within designated time period.        To filter by Appt Type, resource needs to be associated with that Appt Type in Resource set-up.  Click Search to display results.

4. Search Recall:  You can add a new Recall or search Recalls from the Search Recall screen.        

• Add New Recall:  A new recall can be added for future appointments you aren’t ready to schedule.  Click on New and enter the details, then select OK

• Search Recall: You can search for a previously added Recall by clicking Search Recall and entering your criteria, i.e. Resource, Begin and End Date, then select Search

• Open:  Select Open to view the recall created for that patient

• Open Patient:  Select Open Patient to open Patient Setup for selected patient

• Schedule:  Takes you to iScheduler to schedule selected patient from list.

• Print Recall List: To print a list of the recalls for your search criteria, select the drop down next to the Search Results menu, then click Select All.  You can then select print to print or export the list of patients

• Print Recall Letters:  To print letters for patients from your search criteria, select the letter template you want to print for all patients selected on the list, then click Print Letter (this brings individual letters for all patients on the list in a viewer where you can print all letters.

5. Intake Schedule: Select Intake Schedule to view scheduled patients intake assignments.        By default, the Intake Schedule opens to Today; however, you can use the search criteria to search by Schedule date, Resource Group or Resource.  From here you can assign an intake, merge completed forms and view completed forms

6. Patient: Select the Patient icon for Patient Setup or drop down options

• Opens Patient Setup for selected patient

• Dropdown options

7. Help: Select the Help icon to view shortcuts or the iSalus University

• Shortcuts – view Alt Key and Control Key tips

 
 iScheduler Toolbar video

Appointment Details screen displays the following:

• Patient Name
• Sched. With - Resource appointment is scheduled under
• Sched. On - Date of appointment as well as begin and end time of appointment
• Appt. Type - lists the type of appointment
• Location - location of the appointment
• Chief Complaint - the reason for the appointment 
• Comment - comment for the appointment
• Ins Profile - Insurance Profile to be used for this particular appointment
• Ins Primary - Primary Insurance listed under the Insurance Profile selected
• Ins Secondary - Secondary Insurance listed under the Insurance Profile selected
• Ins Tertiary - Tertiary Insurance listed under the Insurance Profile selected
• Referring - Referring Provider
• Prior Auth # - Prior authorization for this appointment
• Assign Auth. - Authorization assigned for this appointment

The Appointment Hover Tooltip allows quick access to information about the patient and appointment.  This also gives the user the ability to edit items as needed.

When a user hovers over the appointment in the iScheduler, the Appointment Hover Tooltip will display.  The following details can be viewed: 

• Appointment date
• Appointment time
• Patient Full Name
• Chart#
• Primary Insurance Name
• Type - Appointment Type
• Recurring- Whether the appointment is recurring or not
• Last Modified by - User that last modified the appointment
• Scheduled by - User that scheduled the appointment
• Eligibility - Status of eligibility
• Chief Complaint

Items may be viewed and edited:

• Edit - opens the Appointment details to allow for edits and to view more information
• Move - allows users to quickly move the appointment to a new day and/or time without opening the appointment

• Patient Setup - Opens Patient Setup screen to view/edit details about patient
• Patient History- Opens Patient Transaction History screen to view claim balances and payments
• Send Comm. -  For sending a patient or office communication
• Extension/Vital - Link to Encounter templates
• Audit - List of users with times and dates of modifications to appointments
• Eligibility - Quick access to view and run eligibility

The Patient Tooltip allows a user to very quickly access critical demographics about a patient without having to leave their place in the chart.  The Patient Tooltip can be found in the EMR, iScheduler, and eDocuments portal once a patient has been selected.  Simply hovering over the patient name will reveal the available demographic data.

When a user hovers over the patient name in the EMR, iScheduler, or eDocuments, the Patient Tooltip will display.  The following details can be found if they are present in the chart.

• Care Team: All members of the patient care team are available.
  • Name
  • Type
  • Company
  • Address
  • Phone
  • Fax
• Patient Full Name
• Patient DOB
• Patient Gender
• Primary Insurance Name
• Secondary Insurance Name
• Tertiary Insurance Name
• Referring Provider
  • Name
  • Phone 
  • Fax
• Primary Care Physician (PCP)
  • Name
  • Phone
  • Fax
• Patient Phone Numbers
  • Home
  • Work
  • Other
• Patient Chart Number

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