Basics of Scheduling
Patient Scheduling
Appointment Book
Appointment Management
Appointment Activity
100

I should be set up as a default, based upon where the end user works.

What is the Scheduling Department?

100

I am defaulted based on appointment type, but can be manually changed.

What is appointment duration?

100

I am colored bright green.

What is an available/open slot?

100

I am a list of patients that need to be rescheduled due to a change in the provider's schedule.

What is a bump list?

100

TRUE or FALSE.

I will be able to see appointment history prior to 1/31/22 in APM.

FALSE.

You will need to look in Touchworks.

200

Click here to view a summary of registration info, including insurance.

What is the Patient Info button?

200

True or False. You must fill in a sched. location AND a resource/resource group to schedule an appointment.

FALSE. Department/Location/Resource are filters for  your appointment search.

200

Right-Click on a non bright green spot (or a spot with a patient) to put another appointment.

What is a forced appointment?

200

TRUE or FALSE.

A patient does not need to book an appointment to be added to the wait list.

FALSE.

Wait lists are an appointment status therefore, an appointment must be booked.

200

TRUE or FALSE.

In this tab, a patient's appointment history across iHealth will be viewable.

TRUE.

A patient's full iHealth appointment history will show here.

300

I will precede all resource groups and appointment types to designate my department.

What is a three/two letter acronymn?

300

I am a listing of available appointments.

What is Open Times?

300

TRUE or FALSE.

I can view multiple providers' schedules at once.

TRUE.

300

The status that a patient has arrived for their appointment.

What is 'Acknowledged'?

300

I need to cancel an appointment. (Tell me how to do it.)

What is right-click and select 'Cancel Appointment'?

400

I am going to replace the need of multiple Pace sessions needing to be opened.

What are tabs?

400

True or False. A search can be limited to day of the week and/or time of day.

TRUE. Use the Day/Time box to narrow your search parameters.

400

I represent each column shown for single day for a single resource.

What is a location?
400

TRUE or FALSE.

I can only look at today's scheduled patients.

FALSE.

You can look at a single date or a date range.

400

I need to reschedule an appointment. (Tell me how to do it.)

What is right-click and select 'Move Appointment'?

500

I am an option for how to make notes for chart prep.

What is a quick note (alert)? 

500

By using me, you can search a group of resources/providers all at once.

What is a resource group?

500

True or False.

I can book an appointment in 'white' space.

TRUE.

You are able to 'force' an appointment in white space on a schedule if needed. 

500

Select me after right-clicking to open up the details of the appointment.

What is "Appointment Detail"?

500

I only want to view scheduled appointments.

What is the appointment status filter box?

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