Scheduling Your Patients

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Scheduling Your Patients Building a better
practice starts right here! Enterprise 2008 by
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In Enterprise 2008, your scheduler is much more
than a digital appointment book it is where
ActionManagers adaptive workflow begins. The
patient file is attached to a pre-determined
workflow showing where the patient will go and
what actions each staff member will take.
Driving flawless consistency starts when you
schedule the appointment.
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New schedules begin with all appointments white,
until colors are selected. The Schedule tab in
System Options reveals other Schedule settings.
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Schedules are viewable for all doctors at all
locations
Enterprise 2008 lets you color code the scheduler
to reflect the preferred appointment type at any
given time.
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The cursor tool tip shows the appointment type
clicking the Procedures view reveals the type for
all appointment colors.
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Scheduled appointments match the template color
of the appointment slot or row. In this weekly
? Bookings View, the patient last name and
initial are shown.
The selected patient is on the hook to be
scheduled. The patient file is attached to the
Action Manager workflow unique to each
appointment type.
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In this ? Daily View, the patients full name
and appointment type are shown.
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The Available Appointments window lets users
search for the first available appointment by
doctor, by type and by preferred day. Selecting
the appointment on the tree takes you there on
the scheduler also.
The Multiple View shows 4 schedules on the same
day, each independent of the others. Front Desk
will typically open several scheduler tabs,
mixing the views as needed.
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Once scheduled, an icon for each patient appears
on the Front Desk Action Manager. When the
patient arrives in the office, the workflow for
that visit is ready to click and go. Action
Manager templates where the patient will go and
what actions will be taken by staff at each work
area.
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At the Check Out desk, Action Manager drives
consistency of pre-appointing the next visit.
Clicking on the Next Appointment icon opens the
schedule one year ahead. The user may simply
double-click on the selected appointment slot.
The black border on the appointment reminds staff
next year that a pre-confirmation is required.
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Confirming or moving appointments is easy,
working from the right-click menu. Patient
contact information appears on-screen allowing
you to move quickly from patient to patient. A
red
Confirming or moving appointments is easy,
working off the schedules right-click menu.
Patient contact info appears on-screen allowing
you to move quickly from patient to patient. A
red border on the cell indicates a confirmation.
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In the Available Appointments window, the right
click menu allows you to Add or Modify Provider
Schedule, opening the Schedule Parameters
window. This is used to set up and maintain all
schedules. (At EMRlogic, we provide thorough
training for all areas of the software.)
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Thank you for taking time to review this
introduction to scheduling your patients in
Enterprise 2008. We understand the importance
of keeping a full schedule and know that this
online presentation only scratches the surface.
Be assured that the scheduler is powerful and
entirely configurable to embrace your business
model. Well be happy to go deeper once we can
engage together in a live GoToMeeting demo. See
Book a Live Demo anywhere on the
website. Building a better practice starts here!