Patient Schedules

PATH:
Patients
>
ROLE PRIVILEGES NEEDED: <udl-white>View Schedules<udl-white>

FILTER | CONTACT INFORMATION | VIEW PATIENT SCHEDULE | ASSIGNING VISITSSUBMENUSQUIZ

The Patient Schedules List allows you to sort through patient schedules through many different filters.  Go to Patients > Patient Schedules to get to the patient schedules list.

You can search by From To Dates...

Enter first or last name...

and click <btnw>   Search   <btnw>

FILTER <returntomenu>menu ↑<returntomenu>

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Agency...

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Agency Type...

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Service Category...

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Status...

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Payer Reporting Group...

or you can filter by selecting the drop down <btn>   All     ▾   <btn> under Service Status.

CONTACT INFORMATION <returntomenu>menu ↑<returntomenu>

If you hover over the address book <icon-addressgray>xxx<icon-addressgray> , you will be able to see the patient's contact information.

The contact information pops up for viewing.

VIEW PATIENT SCHEDULE <returntomenu>menu ↑<returntomenu>

To view the patient's schedule, click either on the "Patient Name" link <udl-orange>McNaughton, James A<udl-orange> or the magnifying glass <icon-magnify>xxx<icon-magnify> icon.

ASSIGNING VISITS <returntomenu>menu ↑<returntomenu>

This will take you to the patient's schedule.  Click here to read more on Assigning Visits

Interactive Tutorial