SCHEDULING

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Scheduling Appointments

Schedule an Appointment Learn how to schedule an appointment for a patient, add the reason for the patient’s visit, add the patient to the “Recall List,” and block a period of time on the schedule. The scheduling box can be found from the “Appointment Search” screen, from the “Daily Schedule” screen, and from the “Calendar” screen and Patient Dashboard. - Click on the “Appointment Time.” - Select “Appointment Type.” - “Block” may be selected to block a period of time with or without a patie...

Scheduling Thru Calendar and Patient Chart

In this lesson, we will learn how to set appointment through the Calendar Tab and Patient Chart. By Calendar Tab - Navigate to the calendar by hovering cursor over "Schedule" and "Calendar," and selecting the day, week or month view. - Clicking on "Day View" displays the daily schedule for all providers. Click the right and left arrows to move from one day to the next, or click on the date that is currently displayed to view the calendar. - Click "Calendar Resources" and select individual r...

Searching for Appointments

The Appointment Search feature is a convenient way to search for an available appointment by location, resource, appointment type, hours, day, and date range. It also allows the user to conveniently search for multiple resources, along with different days and times. You can do a search for Appointments by choosing "Schedule" from the Dashboard, and clicking on "Appointment Search". Search Criteria The following criteria can be used when performing an appointment search. You can filter by: - ...

Reschedule an Appointment

Reschedule an Appointment Learn how to quickly reschedule an appointment and enter additional appointment details. - From the patient chart, hover the cursor over the appointment time and click Reschedule. - From the calendar screen, click on the patient’s name and an appointment box will appear. - Click View/Edit Details. - Clickon Reschedule. - Select Patient or Provider. - Add a note (optional). - Click Reschedule Appointment. - The Appointment Search screen will appear. - Search fo...

Creating Recurring Appointments

Recurring Appointments Using the “Recurring Appointments” feature saves a great deal of time and energy. This feature allows users to schedule appointments and blocked time slots daily, weekly, monthly and yearly. - From a scheduling view, click the appointment time - Then, click “Advanced View.” - Click “Recurring Appointment” - Select “Appointment Type” - Set “Recurrence Pattern” (daily, weekly, monthly, or yearly) - Set “Range of Recurrences” - Click “Save Appointment”

View/Edit an Appointment

Once an appointment has been scheduled, In Touch Biller PRO makes viewing and editing the appointment convenient and simple. Learn how to easily cancel and reschedule appointments, and add or change appointment details by using this feature. - From the calendar, click the patient's name and then click "View/Edit Appointment." - The "Cancel" and "Reschedule" links allow the user to easily cancel or reschedule the selected appointment. - Appointment details, insurance information, and informat...

Patient Appointment Requests

Patient Appointment Requests Review how to access and view Patient Appointment Requests, which are only accessible to users that have access to the Premium Patient Portal. - Hover cursor over “Schedule” and click “Patient Appointment Requests.” - Filter view by Location, Provider, and Status. - Search for a patient, if required. - Sort view by ascending or descending received date. - Use the arrow keys or select a page number to move to another page. - Click “Open” to open a particular appoi...

Check in and Check out

Appointment Check-In The Check-In option is available on all schedule and appointment pages. Check-In is initially available for all new and confirmed appointments. After an appointment is checked in, the Check-In option is replaced with the Check-Out option. - Navigate to an appointments page (e.g., Schedule > Daily Schedule). - Hover the cursor over the appointment time to display the appointment options menu. - Click Check-In. - You are navigated to the Check-In page. - Complete the ch...

Cancel Appointments/No Show Appointments

The In Touch Biller PRO system makes cancelling appointments and marking appointments as "no shows" a breeze, increasing office efficiency. - The "Cancel" and "No Show" options are available on all scheduling and appointment screens. Simply hover your cursor over the time and the options will appear. - If in the "Calendar view", click the patient name and the options will appear in a separate box with the patient's details. - After clicking "Cancel" or "No-Show," an appointment box appears in...

Day End Review

Day End Review The Day End Review allows users to confirm all charges have been entered for the day. Options to enter and confirm charges makes the process simple, and quick links navigate to related billing and scheduling information. - Hover cursor over "Schedule" and "Day End Review" and select a day. - Details for each appointment can be reviewed. This includes: - Billing Slip ID - Time - Patient Name - Procedure(s) - Appointment Status - Claim ID - Claim Status - Patient Payment - Charge...

Recall List

Recall List A recall list is a list of patients who require additional chart tasks, such as chart completion or scheduling follow-ups and sending appointment reminders. This feature allows your office staff to view edit and mark eligible recalls as completed. As a convenience to the front office staff, recalls for the patient have been added to the patient chart. To add a patient in a "Recall List" please access the patient's chart. On the patient chart's Appointment section, click on the "Add...

Eligibility Worklist

Eligibility Worklist The "Eligibility Worklist" is a way to view all the patients for the day, listed by eligibility status. This list will tell you which patients are active, not found or inactive in their insurance coverage, as well as show you which patients have yet to have their eligibility checked. These options are color coded for your convenience. A "Check Eligibility" link is available when you hover on the time of the appointment. This worklist also contains information about the pati...