Category: Scheduler

Any breaks for the practice during working hours, including lunch breaks, could be set up to block scheduling of appointments in those hours. Succeeding steps explain the setting up of breaks. 1. From the main menu, select the Scheduler module. 2. Click on the  icon and select the Setup Holiday option from the drop-down. Refer […]

Alerts can be set up from Patient Demographics and scheduler. The following steps explain how to set up alerts from the scheduler screen. 1. Choose the Scheduler module from the main menu. The Appointment Scheduler screen will be displayed, as shown in Image 1. Image 1 2. Click on the patient for whom scheduling alerts are […]

The Schedule Status drop-down in the Schedule screen and the corresponding color code can be personalized in the system. This means that more schedule statuses can be added to the drop-down. The corresponding color can also be set so that the color gets automatically populated on selecting the Schedule status. There are two ways to […]

The Schedule Type drop-down in the Schedule screen, color code and the corresponding Duration can be personalized in the system. This means that more schedule types can be added to the drop-down. The corresponding color and duration can also be set so that the color and Duration gets automatically populated on selecting the Schedule type. […]

Color Coding Appointments Appointments will be colored in dual mode. Both the colors assigned for the status and type are displayed together within the appointment slot, and this helps users easily recognize the status and type instantly. The option selected in the scheduler setup (status or type as the default option for the color) will […]

The schedule status is a drop-down field in the Schedule screen, as highlighted in Image 1. Image 1 PracticeSuite provides a way in which we can change the default schedule status in the scheduler.  The following are the steps to do the same. 1.  Select Scheduler from the main menu. 2.  When the scheduler screen […]

To generate a letter from the scheduler, first, the letter has to be saved in Letter Master under the group code PATIENT_ENCOUNTER_FORMS. All letters with this group code will be available in the scheduler for selection and can be generated as required. Follow the below-given steps to create a letter and generate it from the […]

Eligibility Verification for a patient can be done from the Patient Demographics as well as Scheduler. Succeeding lines explain how to verify eligibility from the scheduler. Choose the Scheduler module from the main menu. The Appointment Scheduler screen will be displayed as in Image 1. Image 1 2. Click on the patient whose eligibility is to […]

The Balances and On Account (Unapplied Payments) can be reviewed while scheduling a patient, or opening up an existing appointment. To view the balance and on-account information of a patient, follow the below-given steps. 1. Select Scheduler from the main menu. The scheduler screen opens up. See Image 1. Image 1 2. Click on the […]

Different kinds of Patient labels can be generated from the Scheduler screen. To generate the various patient labels from the Scheduler screen, follow the below steps. 1. From the main menu, select Scheduler. In the schedule screen, click on the scheduled appointment of the patient. A menu appears as in Image 1. Image 1 2. […]