Appointment Detail > Action Bar Options

When a scheduled patient is selected from the grid, the display will default to Selected Appointment. This may be changed to All Appointments to see all appointments that have been scheduled for the patient. The status will default to the status of the appointment selected from the grid. A date range may be entered in the Start Date and End Date fields to display scheduled appointments within the date range. The Select All option will allow all appointments displayed on the screen to automatically be selected. Selecting an appointment from the list, or selecting Select All, will allow any of the options from the action bar to be selected as desired.

Select Web Client > Scheduling > Select Appointment

appointment_detail

Appointment Detail

Below is an explanation of each option on the action bar:

•Cancel: This option may be selected if the patient cancels their appointment. This option is also available from the scheduling grid.

NOTE: If "Remove insurance claim @ Cancel or No Show" is selected in the General Control Table and the appointment is marked as Canceled, all insurance claims will be removed from the patient's account.

•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.

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.

•Reschedule: Select this option to reschedule the patient's appointment. For more information on how to reschedule, see the Rescheduling section of this user guide.

•Complete: Select this option once the patient has completed the scheduled visit. This option is also available from the scheduling grid.

•No Show: Select this option if the patient is a no show for the scheduled appointment. This option is also available from the scheduling grid.

NOTE: If "Remove insurance claim @ Cancel or No Show" is selected in the General Control Table and the appointment is marked as No Show, all insurance claims will be removed from the patient's account.

NOTE: When multiple appointments have been selected for a status change that requires a reason code, once a reason code is selected, a prompt will display, "This reason code will apply to all applicable appointments. Continue?" If Yes is selected, the reason code will be applied to all selected appointments. If No is selected, TruBridge EHR will return to the Appointment Detail screen and the reason code will not be applied to the selected visits.

•Change Appt Type: This option may be selected to change the type of appointment that has already been scheduled for the patient. Once selected, a listing of available tasks for the selected resource will display.

•Edit Duration: Select this option to change the duration of the task set in the Task/Procedure table.

•Add Appointment: This option may be selected to schedule another appointment for the patient. Once selected, the scheduling grid will display to begin scheduling a new appointment.

•Link/Unlink: This option may be selected to link an appointment to a registered patient's account or to unlink an appointment from a registered patient's account. For more information on how to link an account, please refer to the Registering and Linking Accounts section of this user guide.

•Event: This option may be selected if changes need to be made to the scheduled appointment. If any changes are made on the event screen, select Update once done.

•Open Chart: This option may be selected to view the patient's virtual chart.

•Previous Version Appts: This option may be selected to view any of the patient's previous appointments scheduled in the clinic's Appointment Scheduling or in Enterprise Wide Scheduling. Please refer to the Previous Version Appointments section of this user guide for more information on this option.

•Wait List: This option may be selected to place the patient on the Waiting List. Please refer to the Wait List section of this user guide for more information on this option.

NOTE: Depending on the size of the computer screen, not all options on the action bar will display. If the do not display, they will be housed in the eject option. Select this option to display the rest of the action bar options.

•PDF: This option is for viewing and printing in report format the information that is displayed in the Appointment Detail screen. This will allow the appointment(s) to be printed and given to the patient, if requested. The report will display Patient Name, Date of Birth, Week Day of the Appointment, Appointment Date and Time, Appointment Type, Resource, Resource Address, Resource Phone Number and Status of the appointment.

NOTE: The appointment time will display in standard time regardless of the display settings for the schedule.

•History: This option will show the progression of an appointment from the date and time it was scheduled to the time it is completed. Please refer to the History section of this user guide for more information.

•Scheduler Instructions: This option is also available on the patient's Event screen. Please refer to the Instructions section of this user guide for more information.

•Patient Instructions: This option will allow any Patient Instructions to be displayed. This option is also available on the patient's Event screen. Please refer to the Instructions section of this user guide for more information

•Images: Select this option to view or add images to the patient's appointment. Please refer to the Attaching Images section of this user guide for more information.

•Edit Resources: Select this option if needing to add or remove resources from the appointment.