Scheduling Grid > Action Bar Options

The options available on the Action Bar from the Scheduling Grid will activate once a patient name is selected. Some of these options are also available from the Appointment Detail screen.

Below is an explanation of each option:

•Day/Week/Month View: Please refer to the Day, Week, and Month Views section of this user guide on how these options work.

•Reschedule: Select this option to reschedule the patient's appointment. Please refer to the Rescheduling section of this user guide on how this option works.

•Check-In: This option will only be available if the scheduled patient has an account linked to it. Select this option to change the patient's status to Checked-In. The appointment will display with a green mark on the scheduling grid to notate the patient has arrived. Please refer to the Check-In for Clinics section of this chapter for more information on the check-in process for clinics utilizing TruBridge Provider EHR. This option is also available on the patient's Appointment Detail screen.

NOTE: Once the Check-In option is selected, it will change to Reverse Check-In. Select Reverse Check-In if the Check-In option was selected in error. If Reverse Check-In is selected, the green check mark will be removed on the scheduling grid and the patient's appointment will return to its previous status.

•Complete: Select this option once the patient has completed the scheduled visit. As soon as this option is selected, the screen will auto-refresh to reflect the Complete status. This option is also available on the patient's Appointment Detail screen.

•No Show: Select this option if the patient is a no show for the scheduled appointment. As soon as this option is selected, the screen will auto-refresh to reflect the No Show status.This option is also available on the patient's Appointment Detail screen.

•Cancel: Select this option to cancel a patients appointment. As soon as this option is selected, the screen will auto-refresh to reflect the Cancel status.This option is also available on the patient's Appointment Detail screen.

NOTE: When an appointment's status is changed to Reschedule, No Show or Cancel, TruBridge EHR may prompt for a Reason to be selected as to why the appointment was changed, if the Location/Personnel is set to prompt for a reason. See the figure below of the Select Reason Code screen that will display. The Reason Codes are created in the Reasons table in Table Maintenance. Please refer to the Reasons section of this user guide for more information. Once a reason has been selected, select Select on the action bar. The selected reason will display in the Reason column of the patient's Appointment Detail screen.

•Block: Please refer to the Scheduling Block section of this user guide on how this option works.

•Schedule Options: Please refer to the Schedule Options section of this user guide on how this option works.

•Wait List: Please refer to the Wait List section of this user guide on how this option works.

•Print Schedule: Please refer to the Print Schedule section of this user guide on how this option works.

•Daily Sched: Please refer to the Daily Schedule section of this user guide on how this option works.

•Refresh: Select this option to update the information on the scheduling grid.

•Reassign: Select this option to reassign appointments to another location, or to another date. To begin, select the location or date header to enable the Reassign option on the action bar. Please refer to the Day View section of this user guide for additional information on how this option works.

NOTE: To have access to the Reassign option, the user must have the Behavior Control "Reassign Appointments" set to allow in Identity Management.