ProntoMed©

User Instruction:Schedule Away

Topics Covered

Scheduling Patient Appointments

Updating Patient Appointments

Checking-In Patients

Scheduling Non-Patient Appointments

Scheduling APatient

Scheduling a patient can be accomplished using several different procedures. The most basic of these is to bring the date on screen that you wish to schedule the patient on and select the New Appointment link located just

below the tabs.

This is the appointment screen. In the main section choose the Create Patient Appt button. To the right a patient’s last name search field will become visible. Once a name has been entered, a list of all patients with matching criteria will appear below the search field. Select the appropriate patient you wish to schedule. If none of the results match, select the New Patient link to create the patient’s initial chart before scheduling can occur.

When the name is selected, the patients most current appointment history will appear along with two dropdown

lists. Select the location (if different than the default location setup for that day) and the appointment type. Once selected,

chose the Continue button to move to the next screen.

When filling in the fields, pay close attention to the lists that will appear to the right of the appointment creator. Entries previously used for the regarding field and payers already entered will be listed. Also a search box will appear for referring doctors and physicians of record. After the fields have been entered, chose the ok button for the appointment to be saved.

1. New Appointment Creator

2. Appointment Viewer/Editor

3. Encounter Selection Editor

4. Patient’s Basic Demographics

5. Patient’s Electronic Chart

6. Appointment Notes

7. Payer Editor

The Scheduling Links

1 2 3 4 5 6 7

The finished schedule includes several links to allow the user to easily view or edit patient information. Simply

hover & click over the areas below to activate the links.

Updating A Patient Appointment

There may be times when a patient needs to be moved. The scheduler may have

inadvertently set the appointment for the wrong time, the patient may have called and needed a new time, or the Doctor may have

even requested the move. Whatever the case, moving an appointment by 15 min or

15 days follows the same procedure.

Go to the current date that the appointment needing changed is on. Select the Appointment time of the appointment needing changed. This is the Appointment viewer/editor link.

If the date of the appointment needs adjusted, click in the date field to allow the calendar to populate to the right. Chose the date the appointment needs moved to, the date field will automatically update. Adjust any other fields that may need updated and click the update button. The appointment has now been moved to the new date.

Checking-InPatients

As a day of patients progresses the check-in process will be continuously utilized. A

combination of statuses will allow the office staff to view what is going on with every

patient.

After clicking on the patient’s appointment time, the Appointment Viewer-Editor screen will appear. Depending on the patient, click on the appropriate status located in yellow at the top of the screen. After the status has been chosen select the Update button to continue.

If a co-pay is required the above screen will appear after selecting the update button.

Depending on the payment method and amount, several options may occur.

For the Check and Credit options, a check number or authorization number for the credit card must be entered.

Also, If an amount less than the required co-pay is entered, a comment as to the reason why must be entered. If no co-pay is collected select the No Copay Collected button.

Scheduling Non-Patient

Appointments

There may be times when a non-patient appointment needs to be created in the

ProntoMed system. Once the schedule is on the date the appointment is to take place,

choose the New Appointment Link under the Scheduling tab, and select the Non Medical button in the Appointment Creator screen.

Enter, into the fields, all relative information for the appointment.

As the fields are being populated, use the lists to

the right anytime they appear.