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