Calendar & Patient Chart Tabs
This prevents an appointment from being scheduled during a certain period of time
What is a Time Block?
This symbol indicates a required field
What is a red asterisk?
True/False: Chnaging the patient status to Checked-In from the dropdown in Appt Flow is acceptable if you are in a hurry and need to check in the patients quickly.
What is False.
If the patient does not wish to make an appointment for their annual exam when checking out, click on this.
What is Create a Recall?
True/False: You can only take a payment from the check-in and check-out screens.
This calendar view allows you to see multiple providers and locations
What is Day view?
One way to schedule an appointment is by double-clicking on this
What is the calendar/schedule?
This link/button within Appointment Flow and other areas of the system searches for available appointments.
What is the appointment finder?
This is a list of patients who have requested an appointment for a date/time currently unavailable.
What is the waitlist?
True/False: Any charges documented from today's visit will not show on the check-out screen unless the provider has finalized the visit.
What is False?
Taking this action with an insurance policy allows it to be restored if needed
What is Archive?
DAILY DOUBLE!!
This tool will send appointment reminders to patients prior to their appointments
What is Klara?
There are 4 tabs on the Patient Check-in screen: Patient Basics, Insurance, Attachments, and ________.
What is Financials?
The Recalls tab/queue can be accessed from this location.
What is the Navigation Bar?
What is "Collect a Payment"
Clicking on this action bar icon in the patient's account will change the chart tabs from clinical to practice management
What is Edit Patient Data?
Past and upcoming appointments can be viewed from this link or tab in the patient's chart
What is appointment history?
This is the only place that the Eligibility Report can be found.
What is the Appointment Flow screen?
This should always be done when scheduling an appointment for a patient with a recall.
What is Associate to Recall?
The final action taken with a batch after it has been reconcilled.
What is locking a batch?
This chart tab allows you to manage referrals and authorizations
What is the Insurance tab?
This is the specific tool used to search for and schedule a patient's appointment
What is the appointment finder?
What 2 steps must be done when finishing the Check-In process?
What is click Complete Check-in and Select a Room?
Clicking on this link opens up a Recall to update actions taken.
What is the Recall ID?
Payments taken from the check-in/check-out screen automatically link the payment to this.
What is the current appointment?