PracticeSuite handles the entire scheduling needs of the practice through a module called Scheduler. To schedule an appointment, follow the below-given steps. 1. Select Scheduler from the main menu. 2. The Scheduler screen opens up, as shown in Image 1. Image 1 3. To select a particular Legal entity/provider, click on the Search button on […]
Category: Scheduler
Schedule Appointment for Existing Patient
PracticeSuite handles the entire scheduling needs of the practice through a module called Scheduler. Scheduler is available on the main menu. On clicking Scheduler, the Scheduler screen opens which is as shown in Image 1. Image 1 To schedule for a particular Legal entity/provider, click on Search button on the right end (highlighted in Image […]
Schedule Appointments on a Holiday
By default, holidays are grayed out so that they are unavailable for scheduling. PracticeSuite provides a way to allow scheduling on holidays. The below-given steps explain the method to accomplish this. 1. Select Scheduler from the main menu. The appointment scheduler screen opens up. 2. Click on Search provided on the right-most corner (highlighted in Image […]
Collect Patient Payment from Scheduler
Patient payments can be collected from the scheduler screen. Links provided in the scheduler help in collecting a payment from a patient upfront either by cash, check, credit card, or through EFT Pay. There are two ways to process a payment from scheduler. Method-1 2A.1. Click on the scheduled appointment time slot. From the menu […]
Cancel Appointment
There are two ways to cancel an appointment. Go to the time slot of the appointment in the Scheduler. Method-1 Click on the edge of the time slot. This will open up a side menu having the Cancel appointment icon, highlighted in Image 1. Click on it. Method-2 Click on the time slot to open […]
Missed Appointment
If a patient does not appear for an appointment in the time slot allotted for him, the appointment should be marked as ‘Missed’. Succeeding lines explain how to mark missed appointments in the scheduler. 1. Select the Scheduler module from the main menu to open the Appointment Scheduler screen. Image 1 is a sample screenshot […]
Provider Off Time
Provider off time is the absence of a provider. It could be an absence for a while during a day or a holiday break, which can last for days. Such off-times could be saved in advance to block scheduling for the provider during those hours. There are two ways to create a provider off-time. Method-1 […]
View Ledger from Scheduler
A ledger is a summary of all financial transactions related to the patient. To review a patient ledger from the scheduler, follow the below-given steps. 1. Select Scheduler module from the main menu. The Appointment Scheduler screen will open up, as shown in Image 1. Image 1 2. Click on the patient appointment whose ledger is […]
Setup Holidays
Holidays applicable to the practice can be saved in the system to block the scheduling of appointments for those days. See the below steps for setting up holidays. 1. From the main menu, select the Scheduler module. 2. Click on the icon and select Setup Holiday option from the drop-down. See Image 1. Image 1 […]
Setup Lunch Time
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 […]