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The Instructions table may be setup if there are instructions for the scheduler or patient when a certain task is being scheduled. Scheduler instructions will be for information the scheduler needs to ask the patient, such as is the patient pregnant, before the task is scheduled. Patient instructions will be for information the scheduler needs to tell the patient in regards to the procedure being scheduled.

 

 

Select Web Client > Tables > Patient Intake > Instructions

 

Scheduling Instruction List

 

 

Below is an explanation of each column:

 

•Description: The description of the instruction. A search option is available at the top of the screen.

 

•Type: The type of instruction. This will display either Patient Instruction or Scheduler Instruction to denote who the instruction is for.

 

•Last Changed: The last date and time the instruction was updated. It will also display the name of the person who last made the changes.

 

 

Action Bar options:

 

•New: Selecting this option will allow a new instruction to be created.

 

•Edit: This option will become enabled once an existing instruction is selected. Selecting this option will allow the information on the instruction to be changed.

 

•PDF: This option will become enabled once an existing instruction is selected. Selecting this option will display the instruction in a PDF format.

 

 

Scheduling Instruction Edit

 

Once an instruction has been selected, select the Edit option on the action bar to add or change the instruction.

 

 

Select Web Client > Tables > Patient Intake > Instructions > Select Instruction > Edit

 

Scheduling Instruction Edit

 

 

Below is an explanation of each field:

 

•Title: Enter the title of the instruction.

 

•Type: Select Patient or Scheduler to designate the type of instruction.

▪Patient: Select this option if the instruction will be for information the scheduler needs to tell the patient in regards to the procedure being scheduled.

▪Scheduler: Select this option if the instruction will be for information the scheduler needs to ask the patient, such as is the patient pregnant, before the procedure is scheduled.

 

•Last Changed: The last date and time the instruction was updated. It will also display the name of the person who last made the changes.

 

 

Action Bar options:

 

•Update: Select this option to save any changes made to the instruction.

 

•Edit Instructions: Select this option to add or edit information for the instruction. See the Instruction Edit section below for more information on this option.

 

•PDF: Select this option to display the instruction in a PDF format.

 

•Delete: Select this option to delete the instruction.

 

•Financial Class: Select this option to add financial classes that this instruction will apply to, if needed. See the Financial Class Edit section below for more information on this option.

 

 

Instruction Edit

 

Once Edit Instructions has been selected, the Instruction Edit screen will display. The instructions may then be typed in the box provided.

 

NOTE: Formatting of the instructions (bold, underline, italic, etc.) will be enabled once the instructions have been typed and highlighted.

 

 

Financial Class Edit

 

Financial Classes may be assigned to an instruction so that it only applies to patients with that financial class. To add specific financial classes, select Add and a list of all available financial classes will display to choose from. To wildcard financial classes, select Add Wildcard to input the wildcard.

 

The primary financial class on the patient's appointment that matches the financial class listed on the instruction determines what will pull to the appointment.