<< Click to Display Table of Contents >> Navigation:  Scheduling Patients > Scheduling for Multiple Resources

When scheduling a patient for a task, TruBridge EHR will allow the patient to display on more than one resource on a scheduling grid. This may be accomplished by selecting  'May need multiple resources' in the Tasks/Procedures table.

 

During the scheduling process, once a task has been selected, additional resources will display to be selected. Filters are available to delimit the resources by location or personnel. Once a resource is selected, select Continue to continue with scheduling the patient.

 

After the patient has been scheduled, the Appointment Detail screen will reflect if there are multiple resources for the appointment.

 

NOTE: Recurring appointments may be scheduled for multiple resources.

 

The Change Appt Type and Add Appt options on the action bar will not be available if more than one resource is present for the selected appointment.

 

 

Rescheduling

 

When rescheduling an appointment with more than one resource, the entire event will move to the new date and time for all resources.

 

If there is a conflict with the date and time for one of the resources, and the user has the ability to overbook appointments, a warning will display. Select Continue to display the Edit Resource screen. The conflict will display in the Unavailable column and will allow another resource, for those available, to be selected. If not wanting to choose another resource, select Continue to overbook the appointment.

 

If there is a conflict with the date and time for one of the resources, and the user does not have the ability to overbook appointments, a warning will display. Select OK to display the Edit Resource screen. The conflict will display in the Unavailable column and a new resource will need to be selected in order to continue.

 

NOTE: When rescheduling an appointment with multiple resources, the Next Available option will be disabled.