Provider Off Time

1.  From the left menu pane, click on the Scheduler menu.   2.  From the scheduler page, click on the additional menu icon and select “Setup Provider Off Time”. 3.  This opens up provider off time page, which have all provider off times that previously setup. Note: we can use the Provider and Date parameters […]

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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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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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Patient Registration

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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Review Patient Ledger

Choose the Scheduler module from the main menu. The Appointment Scheduler screen will open up as shown below. Click on the patient whose ledger is to be viewed and select the  icon. The Ledger gives a snapshot of the details of the Last Claim and also the Total Amounts i.e. Billed, Paid by Patient, Paid by insurance, […]

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Setup Scheduling Alerts

Choose the Scheduler module from the main menu. The Appointment Scheduler screen will be displayed as shown below. Click on the patient for whom scheduling alerts are to be setup and click on the  icon. The list of existing recalls will be displayed on the top. To add a new recall click on the icon on the […]

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Eligibility Verification

Choose the Scheduler module from the main menu. The Appointment Scheduler screen will be shown as displayed below. Click on the patient whose eligibility is to be checked and select the  icon. The Eligibility screen will appear as shown below. Choose the correct Patient Insurance from the list and then click the Check Now button. The patient […]

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Block Holidays

From the main menu select the Scheduler module. Click on the  icon and select Setup Holiday option from the drop down. Click on the icon to open the Break Information screen.   From the list, select the Legal entity for which this holiday is applicable to Select the Break Type as Holiday. Enter a brief description for […]

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Block Lunch Time

From the main menu select the Scheduler module. Click on the  icon and select Setup Holiday option from the drop down. Click on the icon to open the Break Information screen. Select the Legal Entity from the list for which this lunch time is applicable to Select Break Type as Break. Enter a brief description for the […]

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Collect Patient Payments And Print 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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