Clinic Scheduling

Schedule, edit, and manage appointments at multiple clinic sites.

This form display is controlled through the Enable Clinic Scheduling Functionality registry setting.
Site names and time slots are maintained in the Site Registration form.
Service codes are maintained in Avatar PM.
Clinic Scheduling provides the ability to overbook appointments. Overbooking access must be granted in the User Definition form.
Follow-up fields display when the Enable Follow-Up Appointment Functionality registry setting is enabled.

Go to: Avatar PM > Appointment Scheduling > Clinic Scheduling
Select the Site of the appointment from the drop down list.
Edit the Month and Year as appropriate.
Click Schedule Appointments. The Clinic Scheduling Grid opens.
In the Calendar field, select the day of the appointment.
Select the appointment time slot from the grid of available slots.
Click Schedule Appointment. The Clinic Scheduling section is re-displayed.
Enter the Service Code, and select the appropriate service code from the list of matches.
Enter the Client Name or ID#, and select an open episode for the client from the Episode drop-down list.
The Program defaults from the selected episode. Select a different program if necessary.
Select the Appointment Status from the drop-down list.
In the Client Willing to Pay at Front Desk field, select whether or not the client is willing to pay.
- This field is affected by the Enable Self-Pay Balance Warning registry setting.
Enter other information as appropriate.
Click File Appointment.

Select the Site of the appointment from the drop down list.
Edit the Month and Year as appropriate.
Click Select Existing Appointment. The Clinic Scheduling Grid opens.
In the Clinic Scheduling Grid, highlight the appointment to be viewed or edited.
To view the appointment, click View Appt to view all information entered in the Clinic Scheduling section.
To reschedule the appointment to another time within the same day, click Reschedule.
Click Print to print all appointment details.
To edit the appointment, click OK. The Clinic Scheduling section re-displays.
Make changes as necessary. Click File Appointment.

► Additional Sections

► Registry Settings