using scheduling templates to your advantage · cut back on confusion and scheduling errors created...
TRANSCRIPT
![Page 1: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/1.jpg)
Using Scheduling
Templates to Your
Advantage
Presented by Kylie Mills
Ortho Northeast
![Page 2: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/2.jpg)
Ortho Northeast
An Orthopedic practice founded in 1962
12 locations throughout northeast Indiana
26 physicians, 7 anesthesiologists, 13 CRNAs, 24
mid-levels, 14 PT/OT
![Page 3: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/3.jpg)
This might be how you feel when
hearing the words “Schedule
Template”…...But……
![Page 4: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/4.jpg)
….I am here to help you take full
advantage of the tools that are
at your fingertips. So you have
more time for….
Patients
Physician & Staff
![Page 5: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/5.jpg)
Objective 1 - Review the basics of building
Centricity Schedule Templates
Objective 2 – Gain understanding of how
templates and schedules can be used to save
time later
Objective 3 – See 3-5 tools that can reduce
scheduling errors and help mid to large size
practices keep track of staff and providers
![Page 6: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/6.jpg)
Limit Appointment Types
We limited the amount of appointment types we have
We limited each provider to 15 minute appointment time intervals to
cut back on confusion and scheduling errors
Created appointment called “Day Clinic” and only schedulers are
allowed to use this spot within 24 hours.
Helps with last minute/emergent add on patients
![Page 7: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/7.jpg)
Templates
• Symbols
• Date
• Other options:
• Day of the
week and
time frame
using the
templates
• When to
“inactivate”
![Page 8: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/8.jpg)
Daily Limit: Appointment
Type and Financial Class
![Page 9: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/9.jpg)
Manual Template Changes
BeforeAfter
![Page 10: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/10.jpg)
Resource Appointment vs.
Block Out Appointment
• You can report on Block out
Appointments
• You cannot report on Resource
Appointments
• We use Resource appointments
as this pulls thru to our physicians
calendars
![Page 11: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/11.jpg)
Physicians Calendar (viewable on their phones)
![Page 12: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/12.jpg)
On Call
Schedule
![Page 13: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/13.jpg)
On Call Calendar
![Page 14: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/14.jpg)
• Do you have multiple facilities?
• Do you have rooms to count?
• Do you have physicians wanting to sign in
last minute?
We have those same issues daily and we
created a report to give us a view of the
whole week where each provider is and how
many rooms are avail at each location.
Tracking Issues?
![Page 15: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/15.jpg)
“Who’s Where” Report
![Page 16: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/16.jpg)
“Who’s Where” Room Count
![Page 17: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/17.jpg)
Tracking Early/Late Clinics
![Page 18: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/18.jpg)
Late Clinic Calendar
![Page 19: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/19.jpg)
Mid-Level Templates
![Page 20: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/20.jpg)
Mid-Level Float Schedule
![Page 21: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/21.jpg)
More Mid-level Float Schedules
![Page 22: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/22.jpg)
Tips
![Page 23: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/23.jpg)
List viewenables you to view past
schedules
![Page 24: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/24.jpg)
“Coloring” Preparation for Appointments
![Page 25: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/25.jpg)
Auto - Coloring
![Page 26: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/26.jpg)
Appointment Status for Staff Scheduling
![Page 27: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/27.jpg)
X-ray and
PACS based
on appt type
• Based on observations from the EMR, with several built in
filters the appt type is automatically changed to “x-ray” so
when the patient arrives, the x-ray staff are alerted thru auto
flags in the EMR that the patient needs an x-ray prior to
seeing the physician.
• The EMR flag helps generate the PACS demographics.
![Page 28: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/28.jpg)
Triage Scheduling Form
![Page 29: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/29.jpg)
Pop ups in the Triage form that help staff
schedule correctly in Centricity PM
![Page 30: Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this](https://reader030.vdocuments.site/reader030/viewer/2022040904/5e76e538bc5a7a1e920812ca/html5/thumbnails/30.jpg)
Contact Information:
Kylie Mills
Hopefully you feel a
little more like this…….