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The Scheduling General Control table allows for certain settings to be made to the Updated Scheduling application.

 

 

Select Web Client > Tables > Patient Intake > General Control

 

Scheduling General Control Table

 

 

Below is an explanation of each field:

 

•Limit Resource Access: Select this option to limit which users have access to view certain resources (i.e. Locations and Personnel) in Updated Scheduling. Defining which users have access to view certain resources will be done through the Allow Access option in the Locations and Personnel tables.

 

•Hover: List Patient Names in Group Tasks: Select this option to display the names of all patients scheduled for a group task when hovering over the group block on the scheduling grid. If this option is not selected, only the number of patients scheduled for the group task will display when hovering over the group block.

 

•Auto Create Visit: Select this option to auto create visits once a patient has been scheduled for an appointment. This field will look to the Locations and Personnel tables when a patient is being scheduled to determine the visit information to be used.

 

NOTE: For facilities wanting to use this functionality, it is recommended to first complete all the setup on each resource with the visit information. Once that is completed, select Auto Create Visit to enable this functionality.

 

•Days Before Appointment: This field will be enabled once Auto Create Visit has been selected. Enter the number of days before an appointment the system will auto create a visit. If this field is left as zero, the visit will auto create as soon as the appointment has been scheduled.

 

•Remove Insurance Claim @ Cancel or No Show: Select this option to automatically remove insurance claims from patient accounts when the scheduled appointment is marked as Canceled or No Show. If not selected, insurance claims will remain on the patient account.

 

 

Below is an explanation of the options on the action bar:

 

•Messages: This option is used with the Patient Connect application.

 

Select Save to save any changes made to the table.