What to check in the appointment and patient record when making a booking.
What to check in Appointment Details
Double-click the patient's booking to open the Appointment Details screen and check.
- The appointment Duration is correct for the appointment Type.
- Check that Allow SMS is ticked.
- Some patients may have a Referral or Alerts noted.
- There may also be a notification banner.
Patient Details
From the Appointment book, right-click the patient and select Patient Details, and check that:
- Check there is a Usual Dr selected.
- Select the Patient Verification button to verify the status of their claim.
- Check the patient is a Payer is the payer.**
- Check the Alerts field for next of kin information and add it to the NOK Name field with their phone number.
- Check there is a Referral and the most recent is attached. Update it if required.
