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Appointment Scheduling


Appointment Scheduling

Scheduling and managing appointments is the first step in effective patient care and efficient practice management. Front desk employees can have their own custom views of appointments by provider, facility or resource calendar:

  • Graphical calendar with drag and drop appointments and copy and paste
  • Quickly view daily, weekly, or monthly calendars for providers or locations
  • Hover over view of patient insurance, alerts, and patient notes
  • Appointments can be viewed for multiple providers by location or by office
  • View open slots and quickly books appointments
  • Reserve slots for certain types of appointments
  • Enter visit reasons and select rooms can also be assigned
  • Patients appointment status are customizable, tracked and color coded by: unconfirmed, confirmed, checked in, no show, rescheduled, and checked out
  • Quickly locate available future appointments based on settable criteria or find existing patient appointments.
  • Set appointment slot rules based on facility, provider, day of the week, and time period by visit type
  • Set maximum simultaneous appointments by visit type for each provider
  • Find Next available appointments based on conditional logic
  • Patient owes and eligibility icons alert front desk staff when patients owe money or patient insurance issues
  • Create order sets for each appointment when diagnosis and service codes are already know for appointments and then these codes automatically pull into the superbill
  • Set breaks or block time by clicking on the time you want to block
  • Block appointments by visit type for sophisticated scheduling
  • Open clinical notes, make prescriptions, enter billing codes, and take payments all from the calendar
  • Quick add patients or enter/update patient insurance without leaving the appointment calendar
  • Receive appointment requests from the patient portal and book the appointment
  • Create a waiting list of patients
  • Receive CDA patient referrals and quickly import all the patient information
  • One click text, email or voice call appointments
  • Add recurring appointments
  • Allow patients or front desk staff to enter past medication information and sign agreements that can be customized based on the appointment type and all data imports into the clinical note