Knowledge base » Appointment module
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Appointment Management Page
For admin staff the ‘Appointment Management List’ is the landing and Home page, for other users clicking on the ‘Appointment Management’ tab on the left side menu will bring you to this page. The 'Appointment Management Page' is a list of all the scheduled appointments filtered by location and date. The default filters for admin staff is ’Today’ at your location i.e. Day Infusion Centre. For doctors, the default is your consultation appointments today or you can request to have the...
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Icons on the appointment management page
The appointment management page contains a lot of information on each patients line item. Below is a screenshot of a maximally populated appointment management line. Below are all the icons used on the appointment management list and their meaning. If you hover over an icon with your mouse a tooltip will appear describing the meaning or function of the icon ...
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Attending An Appointment From the Appointment Management Page
- To mark an appointment as attended tick the checkbox. - For outpatient appointments the checkbox is always visible. - For inpatient appointments the checkbox only displays once the patient has been admitted. Cancelling an appointment To cancel an appointment click on the red x. You will be prompted to give a reason for cancelling. For patients on a treatment protocol, cancelling an...
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Booking requests
- When a clinician prescribes a protocol to a patient the appointments are booked via the ‘Booking Requests’ module. - The ‘Booking Requests module is located under appointment management on the left hand side menu. - On the booking requests tab the number in brackets indicates how many patients have booking requests. - When the exclamation icon next to the small clock displays it means that there is a booking requested within the next 24 hours. - When you click on the ‘Booking request tab...
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Resource Calendar
The resource calendar displays the resource bookings for a given day. - The resources are listed from top to bottom and the time runs along the top. - If not yet attended, appointments can be 'dragged' and 'dropped' on the calendar to a new time or chair. Booking an 'Ad Hoc' resource (chair) appointment - To create an 'ad hoc' booking for a chair, i.e. a booking that was not generated...
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Staff Appointments
Staff appointments are used by clinicians to record leave, breaks, or non-contact clinical appointments. They can also be used for multi-disciplinary team meetings. To create a staff appointment open the clinician calendar which is found by clicking on 'Manage Appointments' and then 'Appointments Calendar' and selecting the 'Clinician' tab. Left click and drag to highlight your desired appointment time, then right click and select 'New Staff...
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Rostering Module
Prefer an interactive tutorial? The roster module allows you to set a clinicians roster. The roster only displays in the clinician calendar, it does not display in the resource calendar. When a clinician is rostered on at a location that will appear as white space in the calendar, if they are not rostered on their calendar will appear grey. The roster module is accessed by clicking the ‘Appointment Management’ tab and then the ‘Roster’ tab (marked 1 below)....roster
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Printing out all upcoming appointments for a client
To print out a list of all upcoming appointments for a client, firstly navigate to the Appointment List. Change the filter date to ‘Any date’ or to the date range you wish to print then enter their name or other identifiers in the search fields. Once the search has been returned select all visits you wish to print out and then click on the ’Print selected appointments’ icon....
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Rescheduling an appointment via the resource calendar
You can drag and drop appointments in the both the clinician and resource calendar. To change the start time of the appointment or to move it to another chair simply hold down the left button of your mouse when you are hovered over the appointment, your cursor will turn into a 4 headed arrow. Drag it to another time and or chair. To change the duration of an appointment hover your mouse over the end time of the...reschedule, treatment, appointment
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Rescheduling an appointment via the appointment management list
To reschedule an appointment via the 'Appointment Management List' page click on either the date, time, visit reason or type to open up the 'Edit Appointment' page You do not have visibility of the calendar when you open the 'Edit Appointment' page so it is important that you first check that you...reschedule, treatment, appointment
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Deferring an appointment
This method of deferring an appointment is used if you wish to enter additional clinical information. This method can be used if the patient has already been admitted and their appointment has been ticked as attended but then they need to defer the treatment for whatever reason. This method can also be used to defer an upcoming treatment, in which case you would go to the most recent visit's 'Visit Record' form. ...defer, reschedule, treatment
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How to create a clinician appointment
To schedule an appointment click on the Manage Appointments tab, then select Appointments (calendar). This will bring you to the page displayed below, opened up on todays date. The default view for the calendar shows one day at a time. You can change your view (day/week/month) using the buttons on the upper right corner. To view a different day use the small calendar to the left of the main view to navigate to a different day....appointment, outpatient
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How to edit visit information after attended (Visit Reason/Type/Referral)
- Once an appointment has been marked as attended the appointment details become read only and can't be changed. - If you need to change the visit reason, visit type, clinician or referral details due to errors, you can edit them on the visit. The appointment will still display the original details but the visit will show the new details. - This article will detail the steps needed to update this information. 1) Find the patient whose details need updating, either via Patient Search and...
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How to create an ad-hoc appointment - Interactive tutorial
This tutorial covers how to create an ad-hoc apponitment (i.e. consultation type appointments rather than appointments generated by protocols) Click on the link to access the tutorial http://ior.ad/shn ...
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Recording dietary preferences and food allergies to display on Appointment Management
We’ve developed a section in Edit Patient where the patient’s dietary requirements can be set. Up to four diets can be selected from drop-down lists that then display on the Appointments page with a blue apple icon. If you hover over the apple, you’ll see the diets needed for that patient. It also shows any food allergies that have been recorded in Conditions and Allergies. These food requirements can be printed on the patient list by using the green pdf icon on Manage Appointments....
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Admin Tutorials 2022
To view the Interactive Tutorials, copy and paste the 'Link' into the search bar of your internet browser. Last update: Nov 2019 Patient Search Search for patient (users with hospital PAS) - Link: http://ior.ad/F60 Appointments View and search for patient appointments for a given day...
