Adding a New Appointment

After selecting a patient, click on this ‘Add Appointment button’.

Selection of work authorization

To add an appointment, you require an active work authorization set up in the patient's profile.

Selecting a work authorization will show you more details of the work authorization.

Example:

Selection of Appointment Type

You can select the applicable appointment type.

Billing

Appointment type selection does not affect billing. Billing is done based on the work authorization selection.

Cost

Cost of all the rendered appointments is derived from the employee compensation data added in the provider module.

Important Note: Travel and Supervisor Travel appointment’s cost is derived based on the data entered in the travel and supervisor travel compensation data provider module.

Selection of Location

By default, following two types of locations are shown in this dropdown-

Home: Patient’s home address
Clinic: Service location assigned to the Patient (Organization’s service location, added from admin)

You can add more locations as needed by clicking in the “add” icon in front of this field. The address added here will be applicable only for the selected patient.

Note: Adding a detailed address will help in deriving relatively accurate drive time.

Primary address

You can flag the primary address by checking the box for it to appear at the top of your list of locations for this patient.

Providers

On the section of the work authorization the list of providers assigned providers appear automatically. You can drag and drop the provider in the calendar to schedule an appointment. By default, a one-hour session is created, which can be edited by clicking on the appointment.

Seeing all providers

Turning this switch off will show you a list of all eligible providers. This will include providers who are not currently assigned to the selected work authorization.

The eligibility of a provider depends on following criteria-

Provider should be associated with the service location where the patient is assigned.
Provider should meet all the compliance/Enrollment requirements of the selected contract/funding source for their role (if the requirements are set in the contract)
Provider should be in network if the contract requires them to be enrolled for their role.
Provider should be active

Scheduling a provider who is not assigned to a work authorization

If you schedule a session with a provider who is not assigned to the work authorization, then this new provider will be automatically assigned to the selected work authorization. You will see the “Assigned provider’ list updated on this scheduler page as well as in the patient profile in Patient module.

Matching preferences

Turning this switch on will filter your list of providers to show only the providers who match the patient's preference.

Recurring Appointments

Check this box before dragging and dropping provider in the calendar to schedule recurring appointments

On dropping provider in the calendar, you will be asked if you want to create recurring appointments until the end date of the work auth or to consume all available hours.

Schedule recurring appointments to consume all work auth hours

This option will schedule weekly recurring appointments until all work auth hours are consumed.

Schedule recurring appointments Until last date of the work auth hours

This option will schedule weekly recurring appointments until the end date of the work auth.

Adding an appointment

To create an appointment, drag and select the time where you want to add an appointment.

Creating an appointment

To create an appointment, drag and select the time where you want to add an appointment. If you do not select the patient or their work authorization, or appointment type or location then the system will show you a popup requesting more inputs. Where you can select a new appointment to add missing appointment details.