Difference between revisions of "Appointments and Demographics"

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(Added a glossary link to Action~)
 
(3 intermediate revisions by one other user not shown)
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'''1) SETTING UP A CLINIC:'''
 
'''1) SETTING UP A CLINIC:'''
 +
 
'''2) MAKING PATIENT APPOINTMENT'''
 
'''2) MAKING PATIENT APPOINTMENT'''
  
Line 62: Line 63:
 
REQUIRE X-RAY FILMS?:
 
REQUIRE X-RAY FILMS?:
  
−
REQUIRE ACTION PROFILES?: YES//NO
+
REQUIRE [[ACTION~|Action]] PROFILES?: YES//NO
 
NO SHOW LETTER:
 
NO SHOW LETTER:
  
Line 289: Line 290:
  
 
Select Appointment Menu Option:
 
Select Appointment Menu Option:
 +
 +
----
 +
APPOINTMENT MENU  SDAPP    Appointment Menu
 +
    OR  SDAPP    Appointment Menu
 +
 +
 +
  AM    Appointment Management
 +
  CK    Appointment Check-in/Check-out
 +
          Add/Edit Stop Codes
 +
          Append Ancillary Test to Appt.
 +
          Cancel Appointment
 +
          Chart Request
 +
          Check-in/Unsched. Visit
 +
          Computer Generated Menu ...
 +
          Delete Ancillary Test for Appt.
 +
          Discharge from Clinic
 +
          Display Appointments
 +
          Edit Clinic Enrollment Data
 +
          Enrollment Review Date Entry
 +
          Find Next Available Appointment
 +
          Make Appointment
 +
          Multiple Appointment Booking
 +
          Multiple Clinic Display/Book
 +
          No-Shows
 +
 +
 +
 +
 +
HOW TO CHECK A PROVIDERS PT APP THROUGH PUTTY ( IT IS SAME AS IT APPEARS ON CPRS PT SELECTION LIST:
 +
 +
 +
APPOINTMENT LIST  SDLIST    Appointment List
 +
Or  SDLIST    Appointment List
 +
 +
 +
Count, Non Count, or Both: C//B
 +
 +
Select clinic: ALL// GEEK
 +
    1  GEEK FLYDOC EYE
 +
    2  GEEK FLYDOC LA
 +
    3  GEEK FLYDOC ELL
 +
    4  GEEK FLYDOC WI
 +
CHOOSE 1-4: 3  GEEK FLYDOC
 +
Select another clinic:
 +
 +
For date: T  (MAY 19, 2008)
 +
 +
Include Primary Care assignment information in the output? NO//
 +
 +
Number of copies: 1//
 +
 +
DEVICE: HOME//  TELNET
 +
Appointments for GEEK FLYDOC  clinic on MONDAY MAY 19, 2008
 +
Date printed: MAY 19,2008@21:34                                          Page: 1
 +
 +
Appt.    Patient Name                    SSN      Lab      X-Ray      EKG
 +
Time                                                Time    Time      Time
 +
              Other Information        Ward Location
 +
                                        Room-Bed
 +
________________________________________________________________________________
 +
7:00 AM
 +
 +
          < PATIET NAME >
 +
          Phone #: <#>
 +
7:00 AM
 +
 +
          < PATIET NAME >
 +
          Phone #: <#>
 +
7:15 AM
 +
 +
          < PATIET NAME >
 +
          Phone #: <#>
 +
 +
 +
 +
Press return to continue or "^" to escape
 +
 +
 +
APPOINTMENT MANAGEMENT  SDAM APPT MGT    Appointment Management
 +
OR    APPOINTMENT MANAGEMENT  HBHC APPOINTMENT    Appointment Management
 +
OR  SDAM APPT MGT    Appointment Management
 +
Select Patient name or Clinic name: GEEK B
 +
 +
    Searching for a Patient
 +
 +
 +
    Searching for a Clinic
 +
 +
    1  GEEK FLYDOC EYE
 +
    2  GEEK FLYDOC LA
 +
    3  GEEK FLYDOC LL
 +
    4  GEEK FLYDOC K
 +
CHOOSE 1-4: 3  GEEK FLYDOC LL
 +
 +
Select Beginning Date: MAY 17, 2008//T  (MAY 19, 2008)
 +
Select    Ending Date: TODAY//  (MAY 19, 2008)..
 +
Appt Mgt Module              May 19, 2008@21:38:34          Page:    3 of    3
 +
Clinic: GEEK FLYDOC LL
 +
No [[Action~|Action]] Taken/[[Action~|Action]] Required  * - New GAF Required    05/19/08 thru 05/19/08
 +
 +
+    Patient                  Appt Date/Time        Status
 +
15  1065 <PT NAME>          05/19/2008@13:45      No [[Action~|Action]] Taken/Today
 +
16  7812 <PT NAME>          05/19/2008@15:00      No [[Action~|Action]] Taken/Today
 +
17  4754 <PT NAME>          05/19/2008@15:00      No [[Action~|Action]] Taken/Today
 +
 +
          Enter ?? for more [[action~|Action]]s
 +
 +
Select [[Action~|Action]]: Quit//
 +
APPOINTMENT MANAGEMENT REPORT  SDAM RPT MANAGEMENT    Appointment Mana
 +
OR  SDAM RPT MANAGEMENT    Appointment Management Report
 +
 +
____________________________ Date Range Selection ____________________________
 +
 +
Select Beginning Date: 05/19/08// T  (MAY 19, 2008)
 +
Select    Ending Date: 05/19/08//  (MAY 19, 2008)
 +
 +
____________________________ Statisitcs Criteria ____________________________
 +
 +
    Select one of the following:
 +
 +
          1        Statistics
 +
          2        Division(s) Only Statistics
 +
 +
Which Visits: Statistics// 1  Statistics
 +
 +
_______________________________ Report Format _______________________________
 +
 +
    Select one of the following:
 +
 +
          1        Appointment Clinic
 +
          2        Stop Code
 +
 +
Select Report Format: Appointment Clinic//
 +
 +
______________________________ Clinic Selection ______________________________
 +
Select clinic: ALL// GEEK
 +
    1  GEEK FLYDOC YE
 +
    2  GEEK FLYDOC ILA
 +
    3  GEEK FLYDOC LL
 +
    4  GEEK FLYDOC K
 +
CHOOSE 1-4: 3  GEEK FLYDOC
 +
Select another clinic:
 +
___________________________ Report Specifications ______________________
 +
_____
 +
 +
  Encounter Dates: 05/19/08 to 05/19/08
 +
    Report Format: Appointment Clinics
 +
 +
              Divisions                              Clinics
 +
              ---------                              ----------
 +
              EHR OFFICE                              GEEK FLYDOC
 +
______________________________________________________________________________
 +
Continue? YES//
 +
 +
______________________________ Device Selection ______________________________
 +
 +
This output requires 132 columns.
 +
 +
 +
DEVICE: HOME//  TELNET
 +
 +
 +
...EXCUSE ME, LET ME THINK ABOUT THAT A MOMENT...
 +
 +
Enter RETURN to continue or '^' to exit:
 +
Division: EHR OFFICE              Date Range: 05/19/08 to 05/19/08
 +
              Run Date: 05/19/08@21:48
 +
                                            Page: 1
 +
Clinic                          Checked-In    Checked-Out    No [[Action~|Action]] Taken
 +
  ___No-show___
 +
                  __Cancelled__
 +
                                  Inpatient
 +
                                              Total
 +
 +
  Tot
 +
        CI
 +
              RB
 +
                  Tot
 +
                        CI
 +
                              RB
 +
--------------------------------------------------------------------------------
 +
GEEK FLYDOC                        0              7                20
 +
    0
 +
          0
 +
              0
 +
                    0
 +
                          0
 +
                              0
 +
                                          0
 +
                                                  27
 +
 +
Enter RETURN to continue or '^' to exit:

Latest revision as of 18:22, 29 July 2012

1) SETTING UP A CLINIC:

2) MAKING PATIENT APPOINTMENT


1) SETTING UP A CLINIC:

Select OPTION NAME: SDMGR Scheduling Manager's Menu 


  ACR    Ambulatory Care Reporting Menu ...
         Appointment Menu ...
         Outputs ...
         Supervisor Menu ...


Select Scheduling Manager's Menu Option: SUPERvisor Menu 


         Add/Edit a Holiday
         Appointment Status Update Menu ...
         Appointment Waiting Time Report
         Cancel Clinic Availability
         Change Patterns to 30-60
         Convert Patient File Fields to PCMM
         Current MAS Release Notes
         Enter/Edit Letters
         Inactivate a clinic
         Look up on Clerk Who Made Appointment
         Non-Conforming Clinics Stop Code Report
         Purge Scheduling Data
         Reactivate a Clinic
         Remap Clinic
         Restore Clinic Availability
         Scheduling Parameters
         Set up a Clinic
         Sharing Agreement Category Update


Select CLINIC NAME: FLY 

    1   FLYDOC ANGELA

CHOOSE 1-3: 1 FLYDOC ANGELA

NAME: FLYDOC ANGELA Replace

ABBREVIATION:

CLINIC MEETS AT THIS FACILITY?: YES//

SERVICE: MEDICINE//

NON-COUNT CLINIC? (Y OR N): NO

STOP CODE NUMBER: GENERAL INTERNAL MEDICINE//

DEFAULT APPOINTMENT TYPE: REGULAR//

ADMINISTER INPATIENT MEDS?:

TELEPHONE:

REQUIRE X-RAY FILMS?:

REQUIRE Action PROFILES?: YES//NO NO SHOW LETTER:

PRE-APPOINTMENT LETTER:

CLINIC CANCELLATION LETTER:

APPT. CANCELLATION LETTER:

ASK FOR CHECK IN/OUT TIME:

Select PROVIDER:

DEFAULT TO PC PRACTITIONER?:

Select DIAGNOSIS:

WORKLOAD VALIDATION AT CHK OUT:

ALLOWABLE CONSECUTIVE NO-SHOWS: 999//

MAX # DAYS FOR FUTURE BOOKING: 999//

START TIME FOR AUTO REBOOK:

MAX # DAYS FOR AUTO-REBOOK: 365//

SCHEDULE ON HOLIDAYS?:

CREDIT STOP CODE:

PROHIBIT ACCESS TO CLINIC?:

PHYSICAL LOCATION:

PRINCIPAL CLINIC:

OVERBOOKS/DAY MAXIMUM: 15//

Select SPECIAL INSTRUCTIONS:

LENGTH OF APP'T: 10//

VARIABLE APP'NTMENT LENGTH:

AVAILABILITY DATE: T (FEB 01, 2008) 

                                    FRIDAY



 TIME: 0800-1300   NO. SLOTS: 1//  2

 TIME:

[2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2] ...PATTERN OK FOR FRIDAYS INDEFINITELY? REPLY YES (Y) OR NO (N)? Y (Yes) ...SORRY, LET ME PUT YOU ON 'HOLD' FOR A SECOND... PATTERN FILED!


AVAILABILITY DATE:


Select CLINIC NAME: 


         Add/Edit a Holiday
         Appointment Status Update Menu ...
         Appointment Waiting Time Report
         Cancel Clinic Availability
         Change Patterns to 30-60
         Convert Patient File Fields to PCMM
         Current MAS Release Notes
         Enter/Edit Letters
         Inactivate a clinic
         Look up on Clerk Who Made Appointment
         Non-Conforming Clinics Stop Code Report
         Purge Scheduling Data
         Reactivate a Clinic
         Remap Clinic
         Restore Clinic Availability
         Scheduling Parameters
         Set up a Clinic
         Sharing Agreement Category Update


You have PENDING ALERTS 

         Enter  "VA to jump to VIEW ALERTS option


2) MAKING PATIENT APPOINTMENT 




  ACR    Ambulatory Care Reporting Menu ...
         Appointment Menu ...
         Outputs ...
         Supervisor Menu ...


You have PENDING ALERTS 

         Enter  "VA to jump to VIEW ALERTS option

Select Scheduling Manager's Menu Option: APPointment Menu 


  AM     Appointment Management
  CK     Appointment Check-in/Check-out
         Add/Edit Stop Codes
         Append Ancillary Test to Appt.
         Cancel Appointment
         Chart Request
         Check-in/Unsched. Visit
         Computer Generated Menu ...
         Delete Ancillary Test for Appt.
         Discharge from Clinic
         Display Appointments
         Edit Clinic Enrollment Data
         Enrollment Review Date Entry
         Find Next Available Appointment
         Make Appointment
         Multiple Appointment Booking
         Multiple Clinic Display/Book
         No-Shows


You have PENDING ALERTS 

         Enter  "VA to jump to VIEW ALERTS option

Select Appointment Menu Option: MAKE Appointment


Select CLINIC: FLY 

    1   FLYDOC ANGELA

CHOOSE 1-3: 1 FLYDOC ANGELA Select PATIENT NAME: LANE,LOIS LANE,LOIS 

                                    <W>    F 05-26-1989                30400-1

PATIENT'S SERVICE CONNECTION AND RATED DISABILITIES: Service Connected: No Primary Eligibility Code: EHR PATIENT No Service Connected Disabilities Listed


APPOINTMENT TYPE: REGULAR// NO PENDING APPOINTMENTS Select ETHNICITY INFORMATION: Select RACE INFORMATION:

IS THIS A 'NEXT AVAILABLE' APPOINTMENT REQUEST? YES

Calculating follow-up status 

                                   FLYDOC ANGELA 
                                   Feb 2008

TIME      |8          |9          |10         |11         |12         |1

DATE      |           |           |           |           |           |

FR$01 * [1 1 1 A 1 2|1 0 2 2 2 2|1 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2] ****$* FR 08 [1 1 1 1 1 2|1 2 2 2 2 2|1 1 2 1 2 2|2 2 2 2 2 2|2 2 2 2 2 2] ****** FR 15 [2 1 2 2 1 2|1 2 2 2 2 2|1 2 2 1 2 2|2 2 2 2 2 2|2 2 2 2 2 2] **** FR 22 [2 2 2 2 2 2|2 2 2 2 2 2|1 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2] *** FR 29 [2 1 2 2 2 2|2 2 2 2 2 2|2 2 2 1 2 2|2 2 2 2 2 2|2 2 2 2 2 2] * 

                                   Mar 2008

FR 07 [2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2] FR 14 [2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2] FR 21 [2 2 2 2 2 2|1 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2] FR 28 [2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2|2 2 2 2 2 2]

10 MINUTE APPOINTMENTS DATE/TIME: T@1030 (FEB 01, 2008@10:30) 

  10-MINUTE APPOINTMENT MADE

THIS APPOINTMENT IS MARKED AS 'NEXT AVAILABLE', IS THIS CORRECT? YES//

WANT PATIENT NOTIFIED OF LAB,X-RAY, OR EKG STOPS? No// (No) 

 OTHER INFO:

WANT PREVIOUS X-RAY RESULTS SENT TO CLINIC? No// (No)

AMIE LINK OUT OF ORDER

Press RETURN to continue:


Select Appointment Check In or Check Out: (CI/CO): CI Check In 

       ...checked in FEB 01, 2008@10:30

AMIE LINK OUT OF ORDER

Press RETURN to continue:


Select CLINIC: 


  AM     Appointment Management
  CK     Appointment Check-in/Check-out
         Add/Edit Stop Codes
         Append Ancillary Test to Appt.
         Cancel Appointment
         Chart Request
         Check-in/Unsched. Visit
         Computer Generated Menu ...
         Delete Ancillary Test for Appt.
         Discharge from Clinic
         Display Appointments
         Edit Clinic Enrollment Data
         Enrollment Review Date Entry
         Find Next Available Appointment
         Make Appointment
         Multiple Appointment Booking
         Multiple Clinic Display/Book
         No-Shows


You have PENDING ALERTS 

         Enter  "VA to jump to VIEW ALERTS option

Select Appointment Menu Option:

APPOINTMENT MENU SDAPP Appointment Menu 

    OR  SDAPP     Appointment Menu



  AM     Appointment Management
  CK     Appointment Check-in/Check-out
         Add/Edit Stop Codes
         Append Ancillary Test to Appt.
         Cancel Appointment
         Chart Request
         Check-in/Unsched. Visit
         Computer Generated Menu ...
         Delete Ancillary Test for Appt.
         Discharge from Clinic
         Display Appointments
         Edit Clinic Enrollment Data
         Enrollment Review Date Entry
         Find Next Available Appointment
         Make Appointment
         Multiple Appointment Booking
         Multiple Clinic Display/Book
         No-Shows



HOW TO CHECK A PROVIDERS PT APP THROUGH PUTTY ( IT IS SAME AS IT APPEARS ON CPRS PT SELECTION LIST:


APPOINTMENT LIST SDLIST Appointment List Or SDLIST Appointment List


Count, Non Count, or Both: C//B

Select clinic: ALL// GEEK 

    1   GEEK FLYDOC EYE
    2   GEEK FLYDOC LA
    3   GEEK FLYDOC ELL
    4   GEEK FLYDOC WI

CHOOSE 1-4: 3 GEEK FLYDOC Select another clinic:

For date: T (MAY 19, 2008)

Include Primary Care assignment information in the output? NO//

Number of copies: 1//

DEVICE: HOME// TELNET Appointments for GEEK FLYDOC clinic on MONDAY MAY 19, 2008 Date printed: MAY 19,2008@21:34 Page: 1 

Appt.     Patient Name                     SSN      Lab      X-Ray      EKG
Time                                                Time     Time       Time
              Other Information        Ward Location
                                        Room-Bed

________________________________________________________________________________ 

7:00 AM

         < PATIET NAME >
         Phone #: <#>
7:00 AM

         < PATIET NAME >
         Phone #: <#>
7:15 AM

         < PATIET NAME >
         Phone #: <#>


Press return to continue or "^" to escape


APPOINTMENT MANAGEMENT SDAM APPT MGT Appointment Management OR APPOINTMENT MANAGEMENT HBHC APPOINTMENT Appointment Management OR SDAM APPT MGT Appointment Management Select Patient name or Clinic name: GEEK B 

    Searching for a Patient



    Searching for a Clinic

    1   GEEK FLYDOC EYE
    2   GEEK FLYDOC LA
    3   GEEK FLYDOC LL
    4   GEEK FLYDOC K

CHOOSE 1-4: 3 GEEK FLYDOC LL

Select Beginning Date: MAY 17, 2008//T (MAY 19, 2008) Select Ending Date: TODAY// (MAY 19, 2008).. Appt Mgt Module May 19, 2008@21:38:34 Page: 3 of 3 Clinic: GEEK FLYDOC LL No Action Taken/Action Required * - New GAF Required 05/19/08 thru 05/19/08

+ Patient Appt Date/Time Status 

15  1065 <PT NAME>          05/19/2008@13:45      No Action Taken/Today
16  7812 <PT NAME>          05/19/2008@15:00      No Action Taken/Today
17  4754 <PT NAME>          05/19/2008@15:00      No Action Taken/Today

         Enter ?? for more Actions

Select Action: Quit// APPOINTMENT MANAGEMENT REPORT SDAM RPT MANAGEMENT Appointment Mana OR SDAM RPT MANAGEMENT Appointment Management Report

____________________________ Date Range Selection ____________________________

Select Beginning Date: 05/19/08// T (MAY 19, 2008) Select Ending Date: 05/19/08// (MAY 19, 2008)

____________________________ Statisitcs Criteria ____________________________ 

    Select one of the following:

         1         Statistics
         2         Division(s) Only Statistics

Which Visits: Statistics// 1 Statistics

_______________________________ Report Format _______________________________ 

    Select one of the following:

         1         Appointment Clinic
         2         Stop Code

Select Report Format: Appointment Clinic//

______________________________ Clinic Selection ______________________________ Select clinic: ALL// GEEK 

    1   GEEK FLYDOC YE
    2   GEEK FLYDOC ILA
    3   GEEK FLYDOC LL
    4   GEEK FLYDOC K

CHOOSE 1-4: 3 GEEK FLYDOC Select another clinic: ___________________________ Report Specifications ______________________ _____ 

  Encounter Dates: 05/19/08 to 05/19/08
    Report Format: Appointment Clinics

              Divisions                               Clinics
              ---------                               ----------
              EHR OFFICE                              GEEK FLYDOC

______________________________________________________________________________ Continue? YES//

______________________________ Device Selection ______________________________

This output requires 132 columns.


DEVICE: HOME// TELNET


...EXCUSE ME, LET ME THINK ABOUT THAT A MOMENT...

Enter RETURN to continue or '^' to exit: Division: EHR OFFICE Date Range: 05/19/08 to 05/19/08 

              Run Date: 05/19/08@21:48
                                            Page: 1
Clinic                           Checked-In    Checked-Out    No Action Taken
  ___No-show___
                  __Cancelled__
                                 Inpatient
                                              Total

  Tot
        CI
             RB
                  Tot
                        CI
                             RB

GEEK FLYDOC 0 7 20 

    0
         0
              0
                    0
                         0
                              0
                                         0
                                                 27

Enter RETURN to continue or '^' to exit:

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