<< Click to Display Table of Contents >> Navigation:  Scheduling Patients > Overview

This section addresses the scheduling of appointments for new and existing patients and how to link an appointment to a particular patient visit. Users will need the "Create Appointments" Behavior Control set to allow in order to schedule a patient. This Behavior Control is a default if the user is in the Scheduling role. Users will also have the ability to schedule a patient during "closed" hours on the scheduling grid if the "Override Scheduling Blocks" Behavior Control is set to allow in Identity Management.

 

Once a patient has been scheduled in the system, the patient's profile cannot be deleted. If a color has been assigned to a task in the Task/Procedures table, the assigned color will display on the scheduling grid once a patient has been scheduled.

 

If Patient Connect has been purchased, patients scheduled from the scheduling grid will display in Patient Connect and vice versa. As patient's receive their confirmation message and selects Confirm, Request to Reschedule or Request to Cancel their appointment, one of the following icons will display in front of the patient's name on the scheduling grid in Patient Scheduling.

 

• : Patient has confirmed their appointment.

• : Patient is checked-in for their appointment.

• : Patient has requested to cancel their appointment.

• : Patient has requested to rescheduled their appointment.