Find and Open Appointment Details on Client Lookup
Healthquest has a setting that can be activated which makes checking in your patients even faster! 'Find and Open Appointment Details on Client Lookup' will locate a patient, navigate to the appropriate provider's schedule and open the appointment details for the visit. Then, all you have to do is verify their information and get them ready for their appointment! This setting will work with both booked and confirmed appointment states.
Activate the Setting
1) Go into
'Setup'.
2) Select
'Program Setup'.
3) Click on
'Appointment'.
4) Select
'Scheduler Setup'.
5) Pick the
tab called 'Defaults'.
6) Check the
box for 'Find and Open Appointment Details on Client Lookup'.
7) Click
'Apply'.
8) 'Save'
and close the window.
The setting is instantly applied and is ready for use.
*Note: as shown in purple, this setting is a workstation setting. This means that the setting applies to the computer in which it was activated on. Each workstation where you would like to enable this setting will need to have this applied. It can be activated by a regular user, you do not need to be a System Administrator.
How it Works - One Open Schedule
The patient arrives at the clinic for their appointment.
1) Search for their name in the Client Lookup.
2) Select the correct patient from the list.
3) Instead of populating the selected patient in the Shuttle Bay, the schedule will quickly change to the correct provider.
4) The Appointment Details window will open and the patient will automatically be marked as Arrived.
5) You can then verify the details of the visit. Confirm the patient's demographics and click the verified checkbox.
6) Click 'Ok'. They are now ready for their appointment.
How it Works - Multiple Open Schedules
When viewing multiple schedules this setting operates very similarly to the above scenario, it varies only slightly.
1) Search for the patient in the Client Lookup.
2) Select the correct patient in the list.
*Note the order of the schedules. In this example, Dr. Cooper (pink schedule) is in the primary schedule location and Dr. Bonner (blue schedule) is in the secondary schedule spot.
3) The schedule for the provider that the patient is booked with will move into the primary location, shuffling the remaining open schedules to the right. The Appointment Details window will open.
4) The patient will automatically have their Appointment State updated to Arrived.
5) Confirm the patient's demographics, click verified.
6) Click Ok. The patient is now ready for their appointment.