Scheduling Planned Treatment Appointments from Departure

Overview

Providers specify appointment requirements while they have a patient in the chair. These requirements immediately display in the Departure List when the Provider moves the patient from chair to departure.

(See Specifying Planned Treatment Appointments for Departure)

As Receptionist, your responsibility is to schedule the appointments.

Be aware of these points:

• You need to consult with the patient.
• The software caters automatically to any specified booking interval (for example, a Dentist may specify a period of at least 7 days before the next appointment).
• EXACT audits all actions per day, so your appointment scheduling should be completed on the same day or the software will record it as a failed action in the Appointment Workflow Compliance Report. If you are forced to postpone your appointment scheduling for a patient, then
  • You have the option to Follow Up, for which it would be ideal to follow up later in the same day so that the scheduling action is still recorded as a successful action in the report.
  • You have the option to type a Reason for the postponement, and this reason will appear in the report.

To schedule an appointment - Drag and Drop

Locate a suitable time and then drag and drop the appointment:

To schedule an appointment - Edit option

Click the Appointment hyperlink to open the Edit Appointment window:

To schedule an appointment - Time Search option

1. Click the Search icon to display the Appointment Time Search

   

   (These search results are already populated with the appointment details and booking interval specified by the provider.)

2. Edit the fields if necessary and then click the Book button to book the appointment directly from this search window as per current EXACT functionality.

To schedule an appointment - First available time option

1. Click the "First available time" hyperlink to display the first available time based on the booking interval specified by the Provider (7 days in this case), and the density of bookings during that period.

   

2. Drag the First available time hyperlink into that time in the Appointment Book, or into any other suitable gap in the Appointment Book.