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Scheduling application options

These options control the Scheduling module.

Option Description
Don't Default Copay Paid Checkbox On Schedule Check In When checking in a patient on the schedule, if this check box is selected, the Checkbox paid area of the window does not automatically default to 'Paid'. The checkbox would have to be checked and the payment information entered.
Default Appointment Check In Payer When checking in a patient on the schedule, this is the default payer for the payment information.
Default Appointment Check In Payment Type When checking in a patient on the schedule, this is the default payment type for the payment information.
Default Patient Navigator View This is the default view when opening the patient navigator in Scheduling. (It is recommended to set the view to Full Chart.)
Don't Default New Appointment On Reschedule If this option is not selected, and an appointment status is set to be rescheduled, the New Appointment window displays after setting the status. When this option is selected, the appointment status is set to Reschedule, but the New Appointment window does not display.
Don't Allow Check In On Other Dates Than Current If this option is not selected, appointments can be checked in on any date. When this option is selected, only appointments on the current date can be checked in. (This prevents accidental check-in on the wrong date.)
Display Case Selection Window On Check-In When this option is selected, if there is more than one open or unlocked case for the patient being checked in, the user is prompted to select a case. If there are multiple appointments to check in, the prompt allows the user to select the case for each appointment being checked in.
Default Other Appointments For The Same Day On Check In

This option determines what other appointments should be checked or selected by default when checking in an appointment.

  • Check All Appointments - This is the default option and defaults to checking in all other appointments on the same day for the patient being checked in.
  • Check Appointments For Same Discipline - This option defaults to check in all other appointments on the same day for the patient being checked in when the discipline for the resource is the same as the one that is being checked in. For example, if an appointment is being checked in under a PT resource, all other PT appointments are selected by default to be checked in as well, but the OT appointments won't be selected by default.
  • No Other Appointments -  This selects no other appointments on the same day to be checked in by default.
Don't Auto Calculate Estimated Coins / Deductible On Check In If this option is selected, then the Visit Est. Coins/Deductible on the appointment check in window does not auto-calculate when the window is opened and calculates for the first time when selecting the ellipses (...). If this option is not selected, the Visit Est. Coins/Deductible on the appointment check in window auto-calculates when the window is opened.
Patient Name Format Style This option allows you to determine how patient names appear on the schedule as well as whether you would like to include the patient's alias.

Scheduling

SchedulingApplication Options are a series of settings that control theScheduling module. The following are a description of each of the settings.
 

 

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