Appointments Page

Appointments Page


Appointment History



1.    Appointment History: This is specific to the patient’s appointment history in the system. You can view if the appointments are canceled or complete in the status section.
2.   Filter: You can view the appointment history by Upcoming, Past 6 months or the Past 1 year.
3.   Check Eligibility: Here you can make sure the patient is eligible to schedule their appointment. 
4.   Action: Here you can view the appointment details and cancel any appointments.
5.   Add An Appointment: Click this button to bring you to the scheduling page. 

Appointment By Site 




1. Appointment By Site: This is specific to the patient’s appointment history in the system. You can view if the patient's appointment site, arrival time, the reason, and the meeting type in this section.
2. Site: Here is where you can free text the name of the correct site the patient will be visiting. 
3. Date: Here you can search for the appointment date. It will default to today’s date.
4. Search: Use the search tool to search by any word, keyword or phrase to locate any past appointments. 
5. Action: Choose Action on any note to edit a re-occurrence, see any required payments or just view the appointment. 
6. Add An Appointment: Click this button to bring you to the scheduling page. 

Schedule Appointment 




1.    Staff Member: Select the Staff Member you want to schedule the appointment with.  
2.   Date: The date you schedule the appointment to occur, will default to today’s date.  
3.   Start Time: The time you schedule the appointment to begin.  
4.   Duration: This will allow you to ou can choose the length of the appointment.  
5.   End Time: This will automatically populate the end time based on the start time and duration entered.  
6.   Appointment Time: Choose the location the appointment is to be held at.
7.    Appointment Reason: Choose a brief reason for the appointment from the drop down.  
8.   Transportation: Choose how the patient will be arriving to the site. 
9.   Appointment Type: Choose the best way to conduct the appointment, by clicking on the correct checkbox.
10.  Comment: You can leave additional comments regarding the appointment for the staff member.
11.   Client Called: If the patient does not answer the reminder call, then a voice message will be sent to the primary phone number on file. 
12.  Needs a reminder: Select this checkbox to send a reminder call to the patient in advance. 
13.  Frequency: Choose the number of times you would like the appointment reminders to occur. 
14.  End Date: Choose the end date here. It will default to today's date.
15.  Submit/Reset/Hide: Here is where you can submit for review, reset the fields and hide the fields. 



Cancel Appointments



1.     Action: When in the action drop-down select Cancel Appointment. This will prompt a verification window to confirm your cancellation.
2.    No/Yes: Confirm Cancellation. Select Yes to cancel and you will receive a success message. You will be able to view the status of the appointment in the history, to validate that it did cancel.



CONFIDENTIAL AND PROPRIETARY INFORMATION - NOT FOR DISTRIBUTION Copyright © 2020 Health Information Management Systems, LLC

    • Related Articles

    • Problem List and Program

      This page requires 2 securities, The population security and the problems list security Program History 1. Program History: This is the first section on the page, it will display any program history related to the patient. 2. Print List: This will ...

    • Psych Progress Note

      Getting Started in Psych Progress Notes 1.    Chart Detail Section: Click this button to open the Chart Detail Section and you can view items such as AIMS, VITALS, Facesheet etc. 2.    Top Bar Navigation: This Top Bar is the Note Navigation Timeline. ...

    • Service Plan

      Service Plan History  Service Plan History: This table will display any service plan input history, when it was last updated the completion status, and associated files. Action: This is where you can View, Edit, Delete and Print.  Service Plan Auto ...

    • Laboratory

      Lab History 1.     Lab History: This section will allow you to view all lab history for the active patient.  2.    Change View: This will change the history from a view like the table above to a list view like the image below. 3.    Filter: You can ...

    • Discharge Summary

      Getting Started in Discharge Summary Note Top Bar Navigation: This Top Bar is the Note Navigation Timeline. Once you Fill in the Start Time and click Start Note All of the options 1-7 will expand. Clicking any of the Options will navigate you to the ...