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

  1. Patients
  2. Patient Schedules

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