Schedules Detail Listing

PATH:
Patients
>
ROLE PRIVILEGES NEEDED: <udl-white>View Schedules<udl-white> | <udl-white>Manage Patient Schedules<udl-white><udl-white>Manage My Patient Schedules<udl-white> |

SETUP: <udl-white>Hide Associate Address<udl-white>

ADD PAY ONLY | SHOW SERVICES WITHOUT A SERVICE NOTE ATTACHED | FILTER | LOCK VIEW | VIEW DEMOGRAPHIC INFORMATION | ADD SCHEDULING NOTE | VIEW PATIENT SCHEDULE | CANCELING VISITS | REPORTS | QUIZ

Schedules Detail Listing is a detailed listing of scheduled services for all patients and associates. Scheduled records can be viewed in a variety of status types. This page can be printed and gives you the ability to see and work with an alert or Scheduling Notification option to indicate that a patient status has changed so that associates scheduled for their care can be notified.  Go to

  1. Patients
  2. Schedules Detail Listing

ADD PAY ONLY <returntomenu>menu ↑<returntomenu>

You can <icon-greenredarrows>xxx<icon-greenredarrows><udl-orange>Add Pay Only<udl-orange>  visits here.  Click here to learn more about Add Pay Only

You can search results by From / To dates...

First or last name...

SHOW SERVICES WITHOUT A SERVICE NOTE ATTACHED <returntomenu>menu ↑<returntomenu>

You can choose to include services without a service note attached...

FILTER <returntomenu>menu ↑<returntomenu>

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

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

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

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

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

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

LOCK VIEW <returntomenu>menu ↑<returntomenu>

You also have the ability to lock the screen down so that it always returns to the options you have chosen to sort by each time you choose Patients > Schedules Detail Listing from the drop down.  To lock the options, click on the yellow lock <icon-openlock>xxx<icon-openlock>.  

VIEW DEMOGRAPHIC INFORMATION <returntomenu>menu ↑<returntomenu>

If you select the Address book you will be able to see the associates demographic information as well.

Click <btnw>   Search   <btnw> when you have made your changes.

ADD SCHEDULING NOTE <returntomenu>menu ↑<returntomenu>

You can also add a scheduling note from here as well by clicking on "Add Note" <icon-greenplussign>xxx<icon-greenplussign> icon.  Click here to learn more about Adding Notes (under assigning visits)

VIEW PATIENT SCHEDULE <returntomenu>menu ↑<returntomenu>

To view the patient's schedule click on the magnifying glass <icon-magnify>xxx<icon-magnify>.  Click here to learn more about the Patients Schedule

CANCELING VISITS <returntomenu>menu ↑<returntomenu>

To cancel a visit, click on the Trash Can <icon-trashcan>xxx<icon-trashcan> icon .  Click here to learn more about Canceling Visits

REPORTS <returntomenu>menu ↑<returntomenu>

There are multiple reports that you can generate from the Schedules Detail Listing".  Once you have determined the settings that you want to export, click <btnw>   Search   <btnw> and then <btnw>   Export   <btnw> the report.

Schedules <btnw>   PDF     ▾  <btnw> includes:

<btnw>   Associate Calendar    ▾  <btnw> (PDF) includes:

<btnw>   Associate Calendar  Show All ▾  <btnw> (PDF) includes:

<btnw>   Patient Calendar    ▾  <btnw> (PDF) includes:

Schedules <btnw>   Spreadsheet     ▾  <btnw> includes:

Canceled Services Report <btnw> Spreadsheet    ▾  <btnw> includes:

To create a canceled services report, enter a date range you need to show cancelled services, select the   <btnw>   Search   <btnw> (schedules detail listing displays in the grid), select "Cancelled" from the "Status" dropdown list (screen redisplays, showing only cancelled services for the date range you selected) and export

Client Schedule Report <btnw>   PDF     ▾  <btnw> includes:

Client Schedule Report – <btnw>   XLS    ▾  <btnw> includes:

<btnw>   Time Sheet Report  ▾  <btnw> (PDF) includes:

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