Couple of items:
1. regarding missed or cancelled appointments - if a patient calls to reschedule an appointment you may either cut and paste the current appointment to the new time/day, right click and select the 'reschedule' option and select the new time/day, edit the current app't, or delete and start new with the new appointment (these are the same options you have always had). If a patient calls to cancel an app't and does not reschedule, please edit (by right clicking and selecting edit or double clicking) the app't and click 'missed' on the right hand side, AND choose MISS (missed / cancelled) from the reason list. Do not select the 'cancelled' option any longer - it negatively effects our reports. If a patient no-shows, do the same as a cancel with no reschedule. We want the appointments to remain on the screen - any missed or cancelled appointment will now show up with a grey color. You may move it to an different time slot if you need to put another patient in its place (this can be done by clicking on it and dragging it to the new time slot). The reason behind this is to continue to work on balancing our days in charges, receipts, etc.
2. Please do not enter a name only when making an appointment - all you need to do is enter the person's name in as a new patient. This establishes a chart number which we need to properly track visits, misses, etc. This also applies to family visits.
3. Lastly, please use the 'Family/NC' reason to keep track of our family visits or any no charge (NC) visits - these will now show up as a teal color.
Hope this makes sense - if not, please let me know.
I would also like to give a hearty "good job" to Pam, Gerri and Wendy during Janelle's absence. Everyone filled in wonderfully and it is greatly appreciated.
Michael
Wednesday, October 17, 2007
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