Appointment reasons can hereafter be listed from the lookup. A lookup type named “Schedule Reason” is available to configure this lookup list (refer to Image 2 and Image 3). Additionally, a configuration setting on the Scheduler Options screen has been made available to enable the listing from the lookup (Image 1). Checking the box “Show […]
Category: Scheduler
Scheduler Calendar
The Appointment Calendar 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. 3A. Before starting to schedule, a specific legal entity has to be […]
Schedule Appointment for New Patient
Scheduling Appointments for New Patients 1. Under the required provider, click on the required time slot. The Schedule screen opens up. See Image 1. Image 1 2. Under Appointment For section, click on New Patient checkbox (highlighted in Image 1 ). 3. Enter Patient Last Name, First Name select Gender, and an Account Type in the […]
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 A.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 […]
Create Recurring Appointment
How to Access Recurring /Follow up Appointments Screen There are two ways to create recurring or follow up appointments for patients. Method-1 From the Scheduler module appt. time slot, click anywhere on the slot except on patient name. This will open up a shortcut menu. Click on the icon to open up the Recurring Appointments window. […]
Provider Off Time
Provider off time is the absence of a provider. It could be an absence during a day or a holiday break that lasts for many 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 This is an […]
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 […]