Viewing the Schedule from Intake/Referral

To view the Patient Schedule from Intake/Referral:

1.    If necessary, click    to the top-left of the screen and use the Patient Search and/or Patient Selection menus and select the desired patient.

2.    Using the Main Menu on the left side of the screen, click the Patients.

3.    Within the Intake / Referral section of the menu, scroll down and click Schedule (below Pharmacies). The Patient Schedule calendar will display for the selected patient.

4.    If desired, you can specify the visits that display in the patient schedule calendar by using the following filtering options:

●     Employee— Display visits that are associated with a specific employee. By default, this filter is set to display visits for "All Employees".

●     Admission— Choose which admission is used to display visits in the calendar.
 

●     Include Ungenerated Orders— If desired, check this box to also display visits associated with ungenerated orders (that also fall within any other filtering criteria that have been specified).

●     Display By— Display visits according to the Scheduled Date or by the Actual Date the visit was performed.

●     Order— Choose which physician order is used to display visits in the calendar.

●     Auth Discipline— If desired, specify visits that display in the calendar by a certain discipline.

●     Status— Check the corresponding box (es) for each visit status you want to be included in results (i.e. Assigned, Unassigned, Completed, Pending/On Hold, Cancelled, Released).

●     Calendar View

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