MEDITECH Community Wide Scheduling for Respiratory Therapy

1
MEDITECH Community Wide Schedulingfor
Respiratory Therapy

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• Table of Contents

3
Introduction

• MEDITECH Toolbar
• The toolbar icons are located on a strip to the
  right of the main MEDITECH desktop. You can use
  the mouse to click on these icons, and some of
  these icons have a corresponding function key on
  the keyboard that will accomplish the same task.

• Notes

4
Lesson 1 Process Appointments Routines

• LESSON 1 Process Appointments
• Routines
• Overview of Process Appointment Routines
• The Process Patient Appointments and Process
  Department Appointments routines have similar
  screens and many functions in common. Both deal
  with the same type of information, only from a
  different point of view. The Process Patient
  Appointments Routine deals with appointments for
  a single patient, while the Process Department
  Appointments Routine deals with all the
  appointments for a department.
• Choose the Process Patient Appointments Routine
  when you want to
• Schedule, view, or edit an appointment or
  appointment set for a patient
• Register or pre-register a patient, enter a
  patient questionnaire, capture basic patient
  data, or edit pre-existing patient information
• Switch an account number for a visit to another
  visit

• Notes

5
Lesson 1 Process Appointments Routines

• Notes

• Buttons on the Process Patient Appointment Screen
• Cancellation Reasons Press F9 to see a list of
  Cancellation Reasons.
• Appointment Button
• For the patient you identified, search for and
  book
• appointments / appointment sets
• Display Button
• Allows you to display patient appointments or
  reservations/meetings that meet search criteria
  that you define.

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Lesson 1 Process Appointments Routines

• Notes

• Buttons on the Process Patient Appointment Screen
• Edit Button
• Allows you to edit appointment
• Options Button Menu
• Choose one of the following options to apply to
  the highlighted or selected appointments
  (depending on your access group)
• Duplicate - allows you to duplicate an
  appointment to another date/time
• Hardcopy - prints the basic appointment
  information on the screen
• Reschedule Set - reschedule a past appointment
  set to a future date
• Switch Acct - places two or more visits on the
  same account number so that multiple bills are
  not created. (If a patient has two different
  visits on the same day with separate account
  numbers, you can print them under one account.)

7
Lesson 1 Process Appointments Routines

• Notes

• Buttons on the Process Patient Appointment Screen
• Set Button
• For the patient you identified, search for and
  book
• appointment sets
• View Button
• Allows you to view, but not edit, information
  for the highlighted appointment (for example -
  date, time, resources)

8
Lesson 1 Process Appointments Routines

• Identify a patient by entering a full or partial
  name and using the Master Patient Index (MPI)
  Search Routine
• The Master Patient Index (MPI) Search allows you
  to identify patients in our Medical Records Index
  databases using the patient's name, sex, and date
  of birth as search criteria.
• After you enter a patient's name in the Patient
  Field, the Sex and Birthdate prompts appear on
  the screen.
• After you enter your response, the system uses
  the information you enter, along with a Soundex
  version of the name, to match the entered patient
  to existing patients in the MPI.

• Notes

9
Lesson 1 Process Appointments Routines

• Notes

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Lesson 1 Process Appointments Routines

• On this screen, you can do one of the following.
• To view additional information about a patient on
  the list, select that patient. If the patient's
  information matches the information for the
  patient you are searching, you can confirm your
  choice. After the confirmation, the patient's
  name and related information appear in the
  routine from which you started the MPI Search.
• To bypass the Master Patient Index Search screen
  and to continue to the next search level, click
  on the Next Search button.

• Notes

11
Lesson 1 Process Appointments Routines

• If you do find the patient you are looking,
  double click on patient name, the Confirmation
  screen appears.
• You can do one of the following.
• To identify this patient, click on the Yes button
• To continue the MPI Search, click on the No
  button. The Lookup for the next search level
  appears.

• Notes

12
Lesson 1 Process Appointments Routines

• The amount of information you enter at the
  Patient prompt and at the Sex and Birthdate
  prompt determines the search level where the MPI
  search begins. For example, if you enter the full
  name, sex and birth date, the search starts at
  the NAME, SEX, DOB level. If you enter the last
  name, first initial, sex and birth date, the
  search starts at the LAST NAME, 1st INITIAL, SEX,
  DOB level.
• The more information you enter, the more
  selective the MPI search becomes. If, for
  example, you enter the patient's full name and
  sex, but not the birth date, the search still
  begins at the NAME, SEX, DOB level, but finds all
  patients with the same Soundex last name, first
  name and sex, regardless of birth date.
• If you do not enter at least some of the
  information required by a search level during the
  MPI search, the search skips that level. For
  example, if you enter only a last name, without a
  sex or birth date, the system starts the search
  at the LAST NAME ONLY level. Here, it finds all
  patients with the same Soundex last name,
  regardless of sex or birthdate.
• Similarly, if you do not specify a birthdate, the
  search skips the DOB ONLY level.

• Notes

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Lesson 1 Process Appointments Routines

• The MPI search goes through several levels in the
  order. At each level, the system displays
  patients whose data matches that of the patient
  entered (based on that level's criteria).
• After going through all the search levels, you
  will be prompted to enter a possible maiden name
  or a name of Other Family member if known
• If you do not know this information, press F12 or
• If you complete the MPI search without
  identifying the patient, you will be prompted to
  continue by either entering a new patient into
  the system or editing the incorrect name and
  starting the MPI Search again or stop searching
  or finding a visit.

• Notes

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Lesson 1 Process Appointments Routines

• If you are certain that the patient is not in the
  System, you can create a New Patient.
• When you click OK you will taken to the following
  screen

• Notes

15
Lesson 1 Process Appointments Routines

• This screen is designed to capture or to allow
  you to edit the following basic information for
  new patients
• Patient account number (If this is a new visit,
  NEW is displayed instead of the account number.)
• Patient's name, date of birth, sex, and age (Age
  is automatically calculated when the date of
  birth is entered.)
• Primary care physician
• Home and work addresses and phone numbers
• Social Security number
• Insurances
• Reason for visit
• If some or all of this data already exists in the
  MRI database, it appears in the appropriate
  fields. You may then edit and update it, if
  necessary.
• For completely new patients (that is, with no
  prior visits (accounts) in MRI), you must enter
  at least the patient's name, age, and sex. The
  system then creates an account number for the new
  patient and stores this basic information in the
  ADM database.
• Once you have captured as much information as
  possible, you can Save this information by
  pressing the F12 key or clicking on the

• Notes

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Lesson 1 Process Appointments Routines

• If you have not captured any Insurance
  information, you will be reminded that
• Click on the Yes button and proceed
• When you click on the Yes button, you will return
  to the Process Patient Appointments Screen

• Notes

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Lesson 1 Process Appointments Routines

• Notes

• You will return to the Process Patient
  Appointments Screen.
• Patient Section
• Displays basic information for the current
  patient
• Unit Displays the patients permanent MPI /
  MRI or Medical Record number (only if the
  patient has been here before if they havent
  been here before it will be blank)

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Lesson 1 Process Appointments Routines

• Notes

• Appointment Details Section cont.
• Status - appointment status
• Booked appointment has assigned date, time, and
  location
• Attended patient has been registered and has
  appeared for the scheduled appointment
• No Show patient does not appear for scheduled
  appointment
• Cancelled appointment cancelled
• Account - visit number
• PT Type - combination of patient status and
  patient type

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Lesson 1 Process Appointments Routines

• Notes

• Appointment Details Section cont.
• Selected____of____
• Indicates the number of appointments onscreen
  that have been selected for processing.
• More Patient Information
• Patients primary insurance, Social Security
  number, and Home Phone number. Inpatient Rm/Bed
  is not applicable to Outpatient appointments.
• Appointment Resources
• Displays the resources for the highlighted
  appointment (such as the rooms and/or techs)

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Lesson 2 Process Department Appointments Routines

• Notes

• LESSON 2 Process Department Appointments Routines
• We use this routine to primarily check the
  workload and schedule for an entire department
• To identify a department, you can either enter
  the MNEMONIC of the department or look up a list
  of available departments using the F9 Function
  Key
• The buttons for this routine operate the same as
  for Patient Appointments, so please refer to
  pages 22-28.

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Lesson 2 Process Department Appointments Routines

• Notes

• Department Section
• Displays Department MNEMONIC and description of
  department
• Appointment Details Section

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Lesson 3 Process Resource and Appt Book Schedules

• LESSON 3 Process Resource Schedules and Appt
  Book Schedules Routines
• Objectives
• You will learn
• About the Process Resource Schedule and Appt Book
  Schedules Routines
• When to use either Routines
• How to view Resource Schedules
• Overview of Process Resource Schedule Routine
• This routine allows you to view a calendar
  showing appointments for each resource. You can
  display daily schedules for each resource and
  apply various functions to the schedules For
  example you can

• Notes

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Lesson 3 Process Resource and Appt Book Schedules

• Notes

• When you enter either of the process schedules
  routines a calendar appears with the date cursor
  on today's date.
• The yellow screen is used to display the details
  for the highlighted days schedule for this
  resource
• To move the date cursor
• forward one day, press or back one day, press
  .
• forward one week, press or back one week, press
  .
• forward four weeks, press ltShiftgt or back four
  weeks, press ltShiftgt.
• To identify a resource, you can either enter the
  MNEMONIC of the resources or look up a list of
  available resources using the F9 Function Key

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Lesson 3 Process Resource and Appt Book Schedules

• Notes

• Resource Section
• Displays Resource Mnemonic and description of
  resource
• Calendar Section
• When you enter a resource in the Process Resource
  Schedule Routine, small graphs appear on the
  calendar. The graphs represent time available
  for scheduling this resources appointments.
• If there is not graph for the day on the
  calendar, this can mean one of the following
• the entire day has been excluded from the
  resources schedule (e.g. weekends or holidays)
• the schedule has not yet been compiled to this
  date (Dictionary setting talk with Information
  Systems or a Super User about this)

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Lesson 3 Process Resource and Appt Book Schedules

• Notes

• Yellow Section
• When you enter a resource in the Process Resource
  Schedule Routine, the yellow screen fills in with
  schedule information
• The yellow screen displays the details for the
  highlighted days schedule for the resource
• From Time
• Thru Time
• Booked Appointments
• Available for which resource
• Appt Type Mnemonic
• Patient Name

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Lesson 3 Process Resource and Appt Book Schedules

• Notes

• Buttons on the Process Resource Schedule Screen
• Appointment Button
• Takes you to the Process Department Appointments
  Screen and brings up the appointments for the
  department that the resource resides in
• Book Button
• Allows you to book a patient appointment that
  involves the resource whose appointment list is
  highlighted
• Edit Button
• Allows you to edit a resources schedule for the
  highlighted day

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Lesson 5 Scheduling Patient Appointments

• Scheduling an Appointment
• After you have identified a patient on the
  Process Patient Appointments Screen, you continue
  the appointment scheduling process shown in the
  figure below.
• If previous visits (accounts) exist for the
  patient, a Patient Visits Lookup screen appears,
  listing all future patient visits.

• Notes

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Lesson 5 Scheduling Patient Appointments

• Schedule Booked Appointments
• When you Click the Appointment Button at the top
  of you will be able to schedule an appointment
• Select Appointment to schedule booked
  appointments
• You will be asked if you want to create a New
  Visit or Look for a Visit? Click the New Visit
  button
• You will be now taken to the Schedule Patient
  Appointment Screen
• The top half of the screen displays patient
  demographics
• The lower half is where the patient appointment
  information will populate

• Notes

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Lesson 5 Scheduling Patient Appointments

• Schedule Patient Appointment Screen
• After the Schedule Appointment screen appears,
  you can
• Enter an appointment type
• View upcoming appointments

• Notes

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Lesson 5 Scheduling Patient Appointments

• Schedule Patient Appointment Screen
• Search for appointment slots using one of the
  four modes
• Automatically searching for the earliest time
  slot
• Automatically searching for all available slots
  in a time period range

• Notes

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Lesson 5 Scheduling Patient Appointments

• Schedule Patient Appointment Screen
• To enter a patient appointment, you need to go to
  the Type field in the Appointment section of the
  screen

• Notes

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Lesson 5 Scheduling Patient Appointments

• Schedule Patient Appointment Screen
• The following Lookup screen will show up.

• Notes

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Lesson 5 Scheduling Patient Appointments

• Schedule Patient Appointment Screen
• Select the Appointment type by double-clicking
  the highlighted appointment
• The Appointment will appear in the Appointment
  section of the Schedule Patient Appointment
  Screen
• If there are Scheduler and Patient Instructions
  associated with the Appointment, you will be
  prompted to

• Notes

34
Lesson 5 Scheduling Patient Appointments

• Schedule Patient Appointment Screen
• If there are any specific questions that need to
  be asked prior to booking this appointment, these
  questions will appear here as well.
• To return to the Schedule Patient Appointment
  Screen, press the F12 key or click on the

• Notes

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Lesson 5 Scheduling Patient Appointments

• Searching for and Booking and Appointment

• Notes

36
Lesson 5 Scheduling Patient Appointments

• Automatic Search for First Available Slot
• To find the earliest time slot, enter Y at the
  Find Earliest Time Slot? prompt on the Schedule
  Appointment Screen and follow these steps
• 1) If there are suitable time slots in the
  resources' schedules, the date and time of the
  first available slot appear in the Date, and Time
  prompts.
• 2) Tab over to the Ordering Prov field and enter
  the first three letters of the Doctors last name
  and the first two letters of their first name or
  press the F9 button.

• Notes

37
Lesson 5 Scheduling Patient Appointments

• Automatic Search for First Available Slot
• 5) If you find a suitable slot, press F12 or
  click on enter Y at the Book Appointment? prompt
  which appears next, and book the slot just found.

• Notes

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Lesson 5 Scheduling Patient Appointments

• Automatic Search for First Available Slot
• 5) You will get an onscreen confirmation of the
  booking
• 6) Click the OK button to return to the screen
  from which you started (Process Patient
  Appointment, Process Department Appointment)
  displaying the appointment
• With this find-the-earliest-time-slot method,
  there is no choice of slots. The scheduler simply
  presents the earliest available time slot that
  fulfills the criteria and this is accepted or
  rejected. Often this simple, straight-forward
  method is sufficient.
• However, if you need to find additional slots,
  use the Automatic Search for All Available Slots

• Notes

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Lesson 5 Scheduling Patient Appointments

• Automatic Search for Any Available Slot
• If the automatic search for first available slot
  is not suitable, you may want to try to search
  automatically for any available slot based on the
  search criteria you set
• If you want to initiate an automatic search for
  all available time slots,
• Press ltEntergt to bypass the Find Earliest Time
  Slot? prompt and go to the Date prompt.
• At the Date prompt, press F9 or click .
  A pop-up search choice window appears, allowing
  you to choose between automatic or manual
  searching.
• Click on the Automatic button.

• Notes

40
Lesson 5 Scheduling Patient Appointments

• Automatic Search for Any Available Slot
• The following Search Criteria Screen appears
• Enter your criteria to narrow your search for
  appointment slots and press F12 button. The
  system responds with a "Searching" message.
• After a pause for searching and screen painting,
  the Search for Appointment Slot Screen appears
  next with the first available day highlighted on
  the calendar.

• Notes

41
Lesson 5 Scheduling Patient Appointments

• Automatic Search for Any Available Slot
• Choose among the available appointment times.
  Highlight the most suitable date and press F12 to
  display the appointment date and time on the
  Schedule Patient Appointment Screen
• Press F12 or click on the to begin
  the booking process
• If your search parameters can not find any
  available dates or times, you will get a warning
  message that states
• No available dates found on or after ltdategt
  because ltresource groupgt on line ltxgt is
  unavailable when other resources are available.
  View details?
• If automatic searching does not yield a suitable
  time slot, you can always exit back to the
  Schedule Appointment Screen, press at
  the Date prompt, and choose Manual from the
  Search Choice pop-up. This allows you to search
  the books for the resource(s) involved to find a
  suitable time slot.

• Notes

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Lesson 5 Scheduling Patient Appointments

• Finding and Booking an Appointment Manually
• If the automatic search for a suitable time slot
  is not successful, you may want to try searching
  manually. This process involves choosing the most
  important resource group, if several are
  required, (that is, the one most critical for the
  appointment) and manually examining the schedule
  for that resource group. This is similar to
  looking through the pages of a resource's
  appointment book.
• To begin the manual search process, do the
  following
• 1) Press the F9 key or click on the at
  the Date or Time prompt to get the Search Choice
  pop-up.
• 2) Click on the Manual button
• 3) If more than one resource group is involved in
  this appointment, you must choose the resource
  group whose books you want to search. A list of
  resource groups appears. Highlight one of them
  and press Enter.

• Notes

43
Lesson 5 Scheduling Patient Appointments

• Finding and Booking an Appointment Manually
• 4) The Process Appointment Book Schedule screen
  appears.
• 5) Highlight a suitable time slot and Click the
  Book icon. The Schedule Patient Appointment
  Screen reappears with the newly booked
  appointment date/time displayed at the Date and
  Time Prompts.
• 6) Book the appointment.

• Notes

44
Lesson 5 Scheduling Patient Appointments

• Entering a Date and Time without Searching
• If you must set an appointment at a particular
  date and time, you may do so by simply entering
  that date and time at the Date and Time prompts
  on the Schedule Appointment Screen.
• If you need to view a calendar to choose the
  date, you can Press the F9 key or click on the
  at the Date or Time prompt to get the
  Search Choice pop-up.
• Click on the Calendar button to see the calendar
• To select a certain date, click on the date

• Notes

45
Lesson 5 Scheduling Patient Appointments

• Booking an Appointment Set
• When you click on the Set Button in the Process
  Patient Appointment Screen, the system asks you
  if the Appointment Set is for a New Visit or
  Existing Visit. Click on the New Visit Button
• You will be taken to the Scheduling Patient Data
  for any edits to the patients demographic
  information.
• If you do not want to make any edits, press the
  F12 key or click on the
• You will be taken to the Schedule Appointment Set
  Screen

• Notes

46
Lesson 5 Scheduling Patient Appointments

• Booking an Appointment Set
• You will see the appointments defined in this
  set as well as their duration's.

• Notes

47
Lesson 5 Scheduling Patient Appointments

• Booking an Appointment Set
• After you have made any necessary edits to the
  appointments within the set, you can
• Enter scheduling comments on the Schedule
  Appointment Set screen
• View, print, and answer required queries on the
  instructions on the Scheduler/Patient
  Instructions screen
• Narrow your search by entering criteria on the
  Search for Appointment screen
• View the first possible date and a list of
  possible times on the Search for Appointment Set
  screen

• Notes

48
Lesson 5 Scheduling Patient Appointments

• Booking an Appointment Series
• After you book an appointment or an appointment
  set for a recurring outpatient (patient type
  RCR), the system asks if you want to create a
  series of similar appointments for the patient.
  If you enter Y, the Book an Appointment Series
  screen appears allowing you to set up a series of
  appointments like the one you just booked.
• The Book an Appointment Series screen appears
  first with information about the appointment you
  just booked. You then enter the frequency and
  either the total number of appointments or the
  final date for the series. You cannot enter both
  a quantity of appointments (Qty prompt) and a
  final date (Thru Date prompt). You may enter more
  than one frequency for the appointment series
  (for example, EVERY TUE and EVERY THU).

• Notes

49
Lesson 5 Scheduling Patient Appointments

• Booking an Appointment Series
• The system then searches for time slots for the
  appointments. If it finds the right quantity of
  time slots at the same time of day as the
  appointment or appointment set you're copying,
  information for the new appointment series
  appears at the bottom of the screen. Press the
  F12 button to accept.
• If the time slot for one appointment in the
  series is not available, the system informs you
  that it is not available and asks if you want to
  try another time. A choice screen appears where
  you can choose to exit the routine,attempt to
  overbook for the same time, continue your search
  with the next date, or try to find other times
  for that date. Any times that are found appear
  in the time slot fields at the bottom of the
  screen.
• If the automatic search finds no slots, you can
  try to edit the frequency and run the search
  again, (for example, try EVERY MON and EVERY WED
  instead of EVERY TUE and EVERY THU). Also, you
  can manually book one or more of the appointments
  in the series by entering a date and time at the
  Date and Time prompts on the Schedule Appointment
  Screen.

• Notes

50
Lesson 4 Editing Patient Appointments

• LESSON 4 Editing Patient Appointments
• Objectives
• You will learn how to
• Edit single Patient Appointments
• Edit multiple Patient Appointments
• Enter a Reschedule Reason
• Edit an Appointment within a Set
• Cancel Patient Appointments
• Switching Account Numbers
• Overview of the Edit Appointment Function
• The Edit function in the Process Patient and
  Department routines allows you to edit most of
  the filed information for pre-existing
  appointments. You cannot edit patient information
  such as name, account number, unit number,
  patient type, appointment type, and facility.
  When editing single or multiple appointments, the
  Edit Appointment screen appears for patient and
  department appointments.

• Notes

51
Lesson 4 Editing Patient Appointments

• Editing Appointment Date and Time
• To edit a single appointment, select it on the
  Appointment Process screen and click on the Edit
  Button.
• The Edit Appointment screen appears

• Notes

52
Lesson 4 Editing Patient Appointments

• Editing Appointment Date and Time
• 3) Press F9 or click on the at the New
  Date or New Time prompt and select Manual from
  the popup menu. The system branches to the
  Process Book Appointment Book Schedule Routine.
  Use this method if entering a date and time or
  the automatic search method does not work.
• If one or more resources are not available, a
  PROBLEMS popup screen appears, listing which
  resources are unavailable or overbooked and when.
• Editing Multiple Appointments
• To edit multiple appointments, select them on
  the Appointment Process screen and click on the
  Edit Button. The screen displays information
  about the first appointment. The screen for the
  next appointment automatically appears after you
  edit and file each appointment. If you exit from
  the routine while you are editing appointments, a
  choice screen appears. You can do any of the
  following
• Stop and exit from the routine.
• Return to the previous appointment.
• Repeat the same action on the current
  appointment.

• Notes

53
Lesson 4 Editing Patient Appointments

• Enter a Reschedule Reason
• When you enter a new date and time, you must
  enter a reason for doing so at the Resched Reason
  prompt before you can file the edited
  appointment.
• Editing an Appointment within a Set
• Usually, with a predefined appointment set, you
  do not want to edit the order of the appointments
  in the set. You may want to edit individual
  appointments, however, especially the resources
  used.
• The Edit Appointment Screen appears when you
  choose to edit an appointment within a set. This
  screen is a modified version of the Schedule
  Appointment Screen and has the same title even
  though you cannot use it to actually find and
  book a time slot. It displays only the
  information you can edit about the appointment.
  It does not have Time and Date prompts like the
  Schedule Appointment Screen, so you cannot use it
  to book a new time slot.
• This screen allows you to edit, for an
  appointment within a set,
• the resource group and resources needed
• the minutes after the start of the appointment
  set that each resource is needed
• the length of time that each resource is needed
• length of the appointment type and location

• Notes

54
Lesson 4 Editing Patient Appointments

• Switch Account Numbers
• When you make two different appointments for a
  patient, two separate account numbers are
  sometimes created. This means that two different
  bills are created¾one for each account number. To
  avoid this situation, it's desirable to put both
  of these appointments on the same account (visit)
  number, so they are billed together.
• To deal with this situation, the Process Patient
  Appointments Routine provides a selection on the
  Options menu, The Switch Account function
  allows you to move an appointment from one
  account number to another. The Process Department
  Appointments Routine does not provide this
  option. To change the account number associated
  with an appointment
• 1) On the Process Patient Appointment Screen,
  select the appointment(s) for which you want to
  change the account number.
• 2) Click the Options Button and choose Switch
  Acct from the pull-down menu. The Patient
  Visits Lookup Screen appears. There are three
  options for switching account numbers
• Creating a New Account Number
• 1) Click the Options Button and select Switch
  Acct from the pull down menu.
• 2) Press ESC to make the Patient Visits Lookup
  Window disappear.
• 3) Click Yes at the Switch appointment(s) to a
  new visit? Prompt. The Switch Acct Number Window
  appears.
• 4) Enter the patient type you want associated
  with the new account. The system assigns a new
  account number.

• Notes

55
Lesson 4 Editing Patient Appointments

• Switch Account Numbers
• Switching Back to a Former Account Number
• After the original change is filed, click the
  Options Button to go to the Patient Visits
  Lookup. The former account numbers are displayed
• Choose the appropriate patient account number.
• The account gets changed back to its former
  number.
• Changing an Existing Account Number
• Select the account number from the Patient
  Visits Lookup that you want to use as the new
  account number and press Enter
• The account numbers on the process screen for
  the highlighted appointments change to the
  account number chosen.

• Notes

56
Lesson 5 Transferring Appointments Editing
Resource Schedules

• LESSON 5 Transferring Appointments Editing
  Resource Schedules
• Objectives
• You will learn how to
• Transfer appointments from one resource to
  another
• Edit Resource Schedules
• Transfer Appointments
• Sometimes you need to transfer appointments from
  one resource to another. This might happen, for
  example, if a provider calls in sick and asks
  that another provider in the department take his
  or her appointments for the day.
• In the Process Department Appointments and
  Process Appointment Book routines, you can use
  the Transfer option.
• To Transfer an Appointment from One Resource to
  Another
• 1) Highlight an appointment or check several
  appointments to transfer.
• 2) Click the Options Button at the top of the
  screen. The Options menu appears.
• 3) Select the Transfer option.

• Notes

57
Lesson 5 Transferring Appointments Editing
Resource Schedules

• Transfer Appointments
• 4) Enter a resource from which you are
  transferring and a resource to which you are
  transferring the appointment. To transfer the
  appointment to any available resource in the
  group, enter ANY.
• 5) If you enter ANY, you can also enter a default
  resource to overbook, if all other resources are
  booked at the appointment's time.

• Notes

58
Lesson 5 Transferring Appointments Editing
Resource Schedules

• Transfer Appointments
• 6) Press the F12 or Click to file. The
  system responds Transferring and displays the
  new resource in the Appt Resources field on the
  Process Department Appointment Screen. A warning
  appears if the new resource is unavailable.

• Notes

59
Lesson 5 Transferring Appointments Editing
Resource Schedules

• Edit Resource Schedules
• The Edit function in the Process Resource
  Schedules routines allows you to change
  resource's schedule for the highlighted calendar
  date. For example, if a staff member is sick, you
  could edit a basic schedule.
• When you select the Edit Function for a
  resource, the Edit Resource Screen appears

• Notes

60
Lesson 5 Transferring Appointments Editing
Resource Schedules

• Edit Resource Schedules
• For the highlighted calendar date, you can make
  the following edits to the resource's basic
  schedule
• Beginning and ending time for each time slot in
  the day (at the From and Thru prompts)
• Maximum number of appointments in each time slot

• Notes