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To make an appointment, on the main screen
locate the date you want and the time (you can ‘drag’ over the time slots if
you need a multiple-time-slot appointment). This screen will appear.
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You can change the start time, or the length of
the appointment here if you need to.
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Enter the ‘reason for the visit’ and select the
appointment type. This will determine the color and can generate a ‘recall’
record for things like an ‘annual physical’ if appropriate.
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Enter any comments you want. The system will
automatically load the contents of your ‘comments’ and the ‘spcodes’ fields
from AS/PC®. If you are putting the copay dollars in the ‘spcodes’ field, it
will show here and on the main screen.
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If you are overbooking, the system will
automatically add
another column under that provider if it is needed. The system is designed
to handle overbooking. It is set, upon delivery, to handle up to five
appointments for a provider in the same time slot. If you need more, just
change the ‘maximum overbook’ parameter under practice settings.
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To see the contents of a time slot, simply move
the cursor to the appointment and the right click, then ‘view’. This will
display the same screen as shown above.
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To schedule the appointment, just click the
button at the bottom and you will be returned to the main screen.
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