How do I schedule an appointment for a new patient?

Click on Scheduler module from the main menu and the Appointment Scheduler opens in a new window. If you have multiple Legal Entities in the system, select the Legal Entity where the appointment needs to be scheduled Select All Providers to view the Scheduler for all the Providers for the selected legal Entity. To view the Scheduler […]

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How do I schedule an appointment for an existing patient?

Click on Scheduler module from the main menu and the Appointment Scheduler opens in a new window. If you have multiple Legal Entities in the system, select the Legal Entity where the appointment needs to be scheduled. To view the scheduler for a particular Provider, select the provider from the list. By default All is selected which will […]

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How do I print a patient payment receipt?

Click on the Scheduler module from the main menu. Click on the Patient whose receipt is to be printed and select the  icon. This will open up the Payment Entry screen. Select Payment Type as SELF PAY. By default, the Payment Date is set to the current date which can be changed to reflect the date that you […]

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What is the Appointment Scheduler?

The Appointment Scheduler window displays all the scheduled appointments. You can also add new appointments from this window. To view the Appointment Scheduler window, click on the Scheduler module from the main menu.   Using the Appointment Scheduler, you can view all the appointments for the selected Provider. You can also view the schedule for […]

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How to ADD a new Status on the Scheduler?

Go to Scheduler from the main menu and click on  from the top right of the screen. Select  icon from the Legend screen. Click on  and type in the name and select a color from the color list. Click on the Save button.

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How to delete a Status on the Scheduler?

Go to Scheduler from the main menu. Click on  from the top right of the screen. Click on  from the Legend screen. Click on the Delete button next to the Appointment Status that needs to be deleted from the list.

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How to block a day or time for the entire Practice?

To block a day or time for the entire Practice, go to Scheduler from the main menu and click on the  button from the top right of the screen. Choose Setup Holiday option from the menu shown. Click on the  button from the top right end of the screen shown. Choose the Break Type as HOLIDAY […]

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How to change the time delta?

To change the time delta, go to Scheduler and click on the  icon from the top right of the screen. Choose the Scheduler Options from the menu shown. Choose the Default Delta Time and click on Save.

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How to add a quick offtime for a Provider?

To add quick off time for a Provider, go to Scheduler from the main menu and click on the  option from the top right of the screen. Select Set Provider Off Time option from the menu. Click on the  button from the top right of the screen. Enter the Off Time Type, Provider Date, Start […]

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