Use of the Sidebar in the Diary
The Sidebar enables a user to see at a glance the following widgets for a booked Patient:
The widgets provide quick access to the following Information.
Patient Info:
- Displays the patient demographic information.
- Police car for outstanding accounts.
- Ambulance for an emergency .
- An SMS and an E-mail can also be sent to the patient or debtor from this screen.
- A Statement can be sent to the patient or debtor via e-mail.
- Patient validations can be done here as well.
Editable Values:
- The Reason for Appointment, Appointment Type and Service Centre can be changed on this screen.
- Depending on the client speciality this field can be used to indicate if the benefits were confirmed and to indicate any authorisation numbers that will be used for procedures.
- Can also be used to indicate any specific scenarios for the patient, for example, waiting for X-Rays or serious allergies.
Clinical Shortcuts:
- Click on the icons to view the Clinical Patient Information, Patient Estimates, Patient Summary Sheet, etc.
Financial:
- The latest Financial Information of the Patient is displayed on this screen.
Waiting List:
- The columns in the Waiting List can be selected in User Preferences under the Diary View tab.
- The Waiting List is used when a patient wants to book an appointment, but the Diary is already fully booked.
- The patient is then placed on the Waiting List with a request date and can be booked as soon as a time slot becomes available.
- Right click on the Waiting List to Add an entry.
- Book a New or Existing Patient, select the Date Requested, Priority, Notes and Requested Doctor, and click Post.
- To
book the Appointment on the Diary, highlight the specific time slot,
right click on the patient booked on the Waiting List and select Book Appointment.
Last modified: Friday, 22 May 2020, 11:12 AM