7.2.1 Features for Appointments

There are different features associated with the schedule:

• Double clicking the appointment box will bring up the Edit Appointment Screen
• Clicking the Patient's name will take you into the Patient's Profile
• Once a note has been signed, the vCard icon will turn bright green.  

• Appt. Note/Alert Icon indicates a patient alert or note on the appointment. Hover your cursor over the icon to display the alert and/or note texts.

• Visual Card (vCard)   
  • Demographic Section will display:
  • Patient’s Name.  This can be clicked on to bring up the patient Demographics
  • Any Active Alerts the patient has
  • Home and Mobile Number
  • Email
  • Link to send intake forms to patients via email (If Add-On Feature is activated on account)
  • Appointment Details will display:
  • Appointment Details can be clicked on to edit the current appointment.
  • The case associated with this appointment
  • The date of the appointment
  • The time of the appointment
  • The appointment type
  • The appointment status
  • Any Notes associated with the appointment
  • The check in code
  • Next Appointment:
    • The date & time of the next scheduled appointment as well as the appointment type & provider.
    • This icon will pull up a pop up schedule so you can schedule the patient for their next appointment.
  • Financials will display:
    • Patient Balance
    • Account Credit
    • Last Payment
    • Copay
    • Deductible
    • Account Balance
    • Patient Balance
    • Insurance Balance
    • Account Credit
    • Last Payment
    • Primary Insurance
    • Secondary Insurance
  • Any pinned billing alerts
  • If the patient is Self Pay it will show:
  • If patient has insurance it will show:
  • Button to Create or View SOAP
  • If a SOAP note has not been created, the button will appear blue and when selected will take the Provider or Super Staff into the SOAP note for that date of service. 
  • If the SOAP note has been completed, the button will appear green stating ‘View SOAP Note’. Click this button to view the completed note (PDF). 
  • Navigation:
  • Patient Dashboard will take you to the patient profile
  • Patient Accounting will take you to the patient’s account in billing