In this procedure Receptionists secure confirmed planned treatment bookings while the patient is being processed through departure.
An alternative is Specifying Planned Treatment Online Booking, where patients who cannot or will not commit to bookings are issued a web site address for self-booking online.
Configuration required
The options for specifying treatment appointments are set in a software configuration area. See Configuring Planned Treatment Appointment.
Overview
With the patient in the chair, Providers set guidelines for the future planned treatment appointments that they want for the patient.
When the patient moves through to Reception to depart the practice, the Receptionist is prompted in the Departure List to schedule these planned treatment appointments, following the Provider's guidelines.
How Providers specify what they want for Patient planned treatment appointments
Appointment planning starts with the Provider control of the Planning area in the Chart tab:
Once the Provider moves the patient to Departure, the Provider will be prompted by means of the Appointment Workflow window to specify appointment details for the incomplete appointments:
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Type an Expected Time that the appointment will take. |
Either accept the default or specify a Booking Interval - a minimum period before the appointment. |
Type any additional Notes as an explanation for the Receptionist. |
How the Receptionist sees these specified details
These details will then display in the Departure List in the Main screen, and will be used by the Receptionist in scheduling the appointment.
Notice how the completed fields propagate through to the Departure List in this example:
How the Receptionist schedules these planned treatment appointments
See Scheduling Planned Appointments from Departure
Option for the Provider to print the Invoice
For charging, the Provider may be prompted to print the patient Invoice, whether to Surgery printer or Receptionist printer:
Note that it has a Preview facility for viewing online before printing.
Check if you want the Receptionist to Book this appointment.