Systems
This system manages appointment scheduling, check-in, billing, and recalls.
NextGen
In NextGen, patient charts can be searched using this icon on the toolbar.
Chart icon
This color block on the appointment book represents a lunch period and should never have an appointment scheduled in it.
gray block
This system’s appointment search tool helps locate available slots for patients.
NextGen’s Appointment Search Ahead
If NextGen is unavailable, this printed item ensures the clinic can still function the following day.
printed daily schedule
This system handles patient reminders, pre-registration, and payment collection.
Phreesia
When creating a new patient, no spaces or punctuation should be used in this field.
name field or address field
This icon refreshes the appointment book.
Lightning Bolt
If a patient cancels their own appointment, this is the cancellation reason used.
“Patient”
What is the purpose of marking a patient “Ready” in EMA?
Notifies clinical staff the patient is ready to be brought back
This system is used for visit documentation and patient communication.
EMA
If a patient does not want to provide an email, you should type this in the email field instead of selecting “N/A.”
None
White spaces on the appointment book represent this and should never be used for scheduling.
blocked or unavailable times (no appointment slots)
What side of the add appointment book do you start with, when scheduling an appointment?
The Right Side/ Patient Information
What section in EMA allows you to view a list or schedule of patients appointments?
Quick List
This system shares upcoming appointments and demographic details like name, DOB, and insurance with EMA.
NextGen
When creating a new patient chart, this type of message requires patient permission to leave on a phone number.
detailed message
This view displays an individual provider’s schedule across an entire week
Weekly Schedule view
You must include spaces between each word and symbol in an appointment description so this Phreesia tool can read and offer sooner appointments.
Appointment Accelerator
What is the name of our MIPS manager who performed your virtual MIPS training?
Jonnetta
When a patient checks in through Phreesia, these two types of data automatically update across all integrated systems.
demographics and payments
This issue occurs when a single patient has more than one health record number in the system, leading to scheduling errors and compliance risks.
duplicate chart
This view allows you to see multiple clinicians’ schedules at once, for a single day
Multi-View
Linked appointments are used when....
multiple visits are required together, such as Numbing for a Laser appointment
This section in NextGen tracks how many visits remain on a patient’s insurance approval and must be checked before scheduling
Authorizations and Referrals