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 […]

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View Balance & On Account from Scheduler

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 […]

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Print Labels, Demographic Sheet Report from Scheduler

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. […]

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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 […]

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Cancel Appointment

Scheduled appointments can be cancelled from the scheduler screen. Succeeding lines explain how to cancel an appointment already scheduled. 1. Select the Scheduler module from the main menu. This will open up the Appointment Scheduler window. Image 1 is a sample screenshot of the scheduler screen. Image 1 2. Click on the patient whose appointment is […]

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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 […]

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Search an Appointment

To search for an appointment, follow the below-given steps. 1. Select Scheduler module from the main menu to open the Appointment Scheduler screen. 2. Select the icon from the upper right corner of the screen and click on Search Appointment option from the drop-down, as shown in Image 1. Image 1 This will open up […]

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Double Book Appointments

Practicesuite permits us to schedule more than one appointment in a single time slot. To double book appointments, follow the steps given below. 1. Select Scheduler from the main menu. 2. In the scheduler screen that opens, click on the time slot on which there is an appointment already scheduled. Image 1 3. As highlighted […]

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Patient Check-in

In order to mark a patient as ‘CHECKED-IN’ in the scheduler, succeeding steps are to be followed. 1. Select Scheduler from the main menu to open the appointment Scheduler screen. 2.  Click on the patient to be checked in. Image 1 3. On the Schedule screen that opens up, change the Schedule Status to CHECKED_IN (as […]

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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 […]

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