The entire scheduling needs of the practice is handled by Practicesuite through a module called Scheduler. Scheduler is available on the main menu.
On clicking Scheduler, the Scheduler screen opens which is as shown below.
To schedule for a particular Legal entity/provider, click on Search button on the right end (highlighted in the screen shot above). The following screen opens up.
i. If you have multiple Legal Entities in the system, select the Legal Entity where the appointment needs to be scheduled.
ii. Select All Providers to view the scheduler for all the Providers for the selected legal Entity. To view the scheduler for a particular provider, select the Provider from the list. Close the Search screen.
Below table shows the different ways in which appointments can be viewed in the scheduler.
Scheduling Appointments for New Patients
1. Under the required provider, click on the time slot at which the appointment needs to created. This will open up the Schedule screen.
2. Under Appointment For section, click on New Patient check box.
3. Enter Patient Last Name, First Name select Gender, and an Account Type in the Patient Information section.
4. Enter a Reason for the visit. Enter all other fields that are marked as mandatory. Other details like Email, DOB can be entered from patient demographics once the patient is added to the system.
5. Click on Save.