User Manual Appointment System
Contents
1. s nat wed us RPS EE GE To schedule an appointment click on the white area next to Appointment l Legend O Available E Unavailable P WaitList E Your Scheduled Slot Appointment Start Time 06 30 10 10 00 AM Appointment End Time 06 3 Appointment Time Slot Appointments 10 00 AM To 10 30 AM 1 3 Appointments Available Ritwik Kumar C 10 30 AM To 11 00 AM 3 3 Appointments Available Click here to schedule atime slot 11 00 AM To 11 30 AM 3 3 Appointments Available Click here to schedule atime slot 11 30 AM To 12 00 PM 2 3 Appointments Available Click here to schedule a time slot Figure 4 4 Reschedule Appointment agens 6 Click on the space with text as Click here to schedule a time of on the time slot as desired to schedule the appointment This shows the Appointment Confirmation page as shown in Figure 4 5 Page 12 of 17 1 0 User Manual Appointment e My Profile Feedback Appointment gt gt Appointment Confirmation Company Name Rajesh CLIENT Employee Name Ritwik Kumar Site L010511 3162 Ground Floor Phone lt s SCS Program Title immunization Email rajesh s technosoftcorp com Clinic Type iu shot Event Date 05 30 2010 Appointment Start Time i0 30AM S Consent Forms View Consent Forms How will you come for this appointment Fasting Status Fasting O Non Fasting O Don t know Do not eat anything except water for atleast 9 hours before having your screeni2. Site Phone Program Title Email Clinic Type Event Date Appointment Start Time Consent Forms View Consent Forms How will you come for this appointment Fasting Status Do not eat anything except water for atleast 9 hours before having your screening test You are allowed to take your medicines with water the morning of the test Outlook Calendar Special Requirement Question Your appointment has been booked A confirmation email has been sent to your email address Your Appointment Date 06 30 2010 Appointment Start Time 10 00 AM Appointment End Time 10 30 AM PRINT EXIT CANCEL APPOINTMENT Figure 3 5 Appointment Confirmation and mail sent 15 When the user clicks on Cancel Appointment button this will take the user back to the Schedule Appointment page 16 When the user hit on Print button this will print the screen of the appointment scheduled 17 Click on Exit button this will make the user to logout of the application EEGEN User Manual Manage Appointment 1 Select the Manage Appointment tab under Appointment menu as shown in Figure 4 1 oe My Profile Feedback Appointment e mandatory Below are the steps to Schedule a Clinic Step 1 Select Site a Please Select the State b Please Select the City c Please Select the Site Step 2 Select Clinic a Select the Clinic Multiple Clinics may be available at each site Step 3 Select the action you want to perfo
3. Date Of Birth 07 17 1984 Email rajesh s technosoftcorp com Phone Employee Password Details Old Password New Password sl Confirm Password 2010 Summit Health Figure 6 1 Profile Update 4 Edit the details like First Name Last Name Date Of Birth Email ID and Phone 5 Click on Update Employee Information button 6 This will give the message as Updated Successfully and will update the user s profile 7 f the user wishes to change his her password in the Employee Password Details fill in the values for Old Password then New Password and Confirm Password Verify that the values are valid and matching else the system will throw the alert message 8 Click on Change Password button 9 This will show the message as Updated Successfully and the Password of the user will get changed as shown in Figure 6 2 Page 15 of 17 1 0 User Manual Summit wb Health HN Appointment e My Profile Feedback Profile Update Fields marked with are mandatory Employee Details Client Name Rajesh Inc UserName ae First Name rajesh Last Name sinha Date Of Birth 07 17 1984 Email Phone Employee Password Details Old Password S New Password Confirm Password sl Updated Successfully 2010 Summit Health Figure 6 2 Change Password 1 Click on Feedback tab on the header 2 This will ope
4. 2010 Site for Kentucky Moorefield Rajesh Inc Immunization Windows Internet Explorer To cancel your appointment please click Cancel To reschedule your existing appointment please cl Do you want to Reschedule this appointment Figure 4 3 Alert Message 4 Click on Cancel button to remain on the same page 5 Click on OK button this will open the Reschedule Appointment page as shown in Figure 4 4 Here the user can Reschedule his her appointment time for the same clinic based on the availability of the slots The green strip shows users already Scheduled slot This also shows the number of appointments available out of total number of Appointment Available in a particular time slot Appointment gt gt Reschedule Appointment Fields marked with are mandatory Below are the steps to Schedule a Clinic Step 1 Select Site a Please Select the State b Please Select the City c Please Select the Site Step 2 Select Clinic a Select the Clinic Multiple Clinics may be available at each site Step 3 Select the action you want to perform a To Schedule Appointment Click on Schedule Appointment button b View Change Appointment Click on Manage Appointment button c View MAP of Site Click on Show Site Map button Select Site ve Raiesh CLIENT State Michigar Program immunizations City Southfiel Select the Clinic Clinics Available Schedule Appointment Slot For Gei self
5. user gt Click on Back button to go back to the login page 7 Forgot User Name gt Click on Forgot Username link gt Screen as in Figure 1 5 Forgot UserName appears Forgot UserName Fields marked with are mandatory An email address is highly recommended Without an email address you will not receive a reminder email First Name Last Name Middle Initial Email ID Security question Answer This system is restricted to only authorized users and Summit Health approved business 2010 Summit Health Figure 1 5 Forgot User Name gt Fillin the details like First Name Last Name Middle Initial Email ID Security Question and Answer Fill in all the mandatory fields marked with asterisk gt Click on Send User Name button This will mail the User Name to the user in their mail ID Page 5 of 17 1 0 User Manual Patient Registration 1 Click Tam a new User radio button on the login screen 2 This will open the Patient Registration Contact Information as shown in Figure 2 1 D ee Patient Registration Contact Information Please provide the following information and click Register to continue Fields marked with are mandatory Note Creation of Username and Password will assist you in scheduling appointment managing your appointment and to view your results online Company Name Rajesh CLIENT User Name Check Availability Fir
6. User Manual Appointment System summit Saf r Health Page 1 of 17 1 0 User Manual TABLE OF CONTENTS TABLE Or INN KE 2 System Overview oes cepts tee ec cc eget ssnseasaneeesqreasseseasgneeenoe 3 GENIE ODTOD E 3 EES 3 Pauni FRECISE AMON ee 6 Schedule ele e a dn En EE 7 woliclecwslelslela it i rttr rtnn rnnr n AEEA NEAEEAEAAEEEEA EEEE EnEn Ennn 11 Cancel Appointment peace sce era awacecsntwanecaweeanacan2atdancsesegeseseanesaeteteqsanssacone 13 Profl AN ee 14 Feedback EE 16 Page 2 of 17 1 0 User Manual System Overview The Appointment System enables the User to perform the following functions gt New Patient Registration Retrieve User Name Retrieve Password Schedule Appointment Manage Appointment Cancel Appointment Profile Update Feedback VV VV NV V WV Menu Options Schedule Appointment Manage Appointment Profile Update Feedback Y Y V WV Application Access 1 Open the browser and enter the URL URL to Application 2 Press Enter or click Go 3 The login page of the application appears as in Figure 1 1 Login Screen Welcome to the automated appointment system Please select your option Iam anew User Sign up to see results online through secure portal O Iam a returning User lam registered and or have an appointment Bummit Health s Vision Statement Reduced healthcare costs and increased productivity for individuals and businesses through better health management sum
7. e Appointment button b View Change Appointment Click on Manage Appointment button c View MAP of Site Click on Show Site Map button bject Site Client Rajesh CLIENT State Michigan v Name ogram Immunizations City Southfield v Site Rajesh CLIENT 3162 Ground Floor Southfield MI 48034 07 07 2010 9 00AM To 12 00PM 07 17 2010 7 00AM To 9 00AM Gei 06 30 2010 10 00AM To 12 00PM 07 30 2010 10 00AM To 12 00PM tion Schedule Appointment Slot For self CLICK TO SCHEDULE APPOINTMENT CLICK 10 MANAGE APPOINTENT CLICK TO SHOW SITE MAP To schedule an appointment click on the white area next to Appointment kgend O Available E Unavailable O WaitList o Your Scheduled Slot Appointment Start Time 06 30 10 10 00 AM Appointment End Time 06 30 10 12 Appointment Time Slot Appointments 0 00 AM To 10 30 AM 2 3 Appointments Available Click here to schedule a time slot 0 30 AM To 11 00 AM 3 3 Appointments Available Click here to schedule a time slot 1 00 AM To 11 30 AM 3 3 Appointments Available Click here to schedule a time slot 1 30 AM To 12 00 PM 2 3 Appointments Available Click here to schedule a time slot 2010 Summit Health JLL Figure 3 3 Appointments Available 11 Click on the space with text as Click here to schedule a time soft on the time slot as desired to schedule the appointment 12 This will lead to Appointment Confirmation page with the set of Quest
8. ge Appointment Program Tvpe mmunizatior Program i Site FirstName Last Name Slot Type Rajesh Inc Ss Immunization Immunization 03 19 2010 Kentucky Moorefield 05 31 2010 Site for Rajesh Inc rajesh sinha To cancel your appointment please click Cancel To reschedule your existing appointment please click Reschedule 2010 Summit Health Figure 5 1 On selecting Manage Appointment 2 Click on Cancel button This will show the alert message as Do you want to cancel this appointment with Ok and Cancel button Click on Cancel button to keep the appointment as scheduled Click on Ok button This will cancel the appointment with the message as The Appointment is Successfully Canceled and email sent to the user As shown in Figure 5 2 Summit wb Health Appointment v My Profile Feedback Appointment gt gt Manage Appointment The Appointment is Sucessfully Canceled and email sent to the user 2010 Summit Health Figure 5 2 Appointment Canceled Profile Update 1 Click My Profile on menu 2 This will open the Profile Update page with Employee Details and Employee Password Details as headers as shown in Figure 6 1 Page 14 of 17 1 0 User Manual Summit ey Health paaa Out H Appointment e My Profile Feedback Profile Update rajeshs Fields marked with are mandatory Employee Details Client Name User Name First Name rajesh Last Name sinha
9. ions which are set in the Program Management level as shown in Figure 3 4 Appointment e My Profile Feedback Appointment gt gt Appointment Confirmation Company Name JRajesh CLIEN Employee Name Ritwi Site Program Title MT Clinic Type JFiu shot Event Date 06 30 2010 Appointment Start Time Ei Consent Forms View Consent Forms How will you come for this appointment Fasting Status O Fasting O Non Fasting O Don t know Outlook Calendar C Enable Microsoft Outlook meeting notice with Confirmation Mail Special Requirement Question E Are you confined to a wheelchair C Are you hearing impaired E Are you visually impaired El Does your height exceed 81 inches 6 feet 9 inches 2010 Summit Health Page 9 of 17 1 0 User Manual Figure 3 4 Appointment Confirmation 13 Answer the various questions by selecting the radio buttons and checkboxes and click on Confirm Appointment button 14 This will confirm the appointment of the users on the desired slot and show the message as Your appointment has been booked A confirmation email has been sent to your email Address Your Appointment Date 07 30 2010 Appointment Start Time 10 00 AM Appointment End Time 10 30 AM as shown in Figure 3 5 Here the user will receive the mail from Admin regarding his her appointment confirmation Appointment v My Profile Feedback Appointment gt gt Appointment Confirmation Company Name Employee Name
10. mit Health s Mission Statement Bummit Health is dedicated to providing convenient economical and high quality health and diagnostic services to employer groups and consumers nationwide through mobile ealth screenings A strong commitment to customer satisfaction with an emphasis on quality of care allows us to provide excellent services positively influence health lifestyle hoices and lower health care costs lick Here to go to the Summit Health Web site About Summit Health Contact Summit Health Privacy This system is restricted to only authorized users and Summit Health approved business 2010 Summit Health Figure 1 1 Login Screen Page 3 of 17 1 0 4 Login Y VV WV 5 Logout gt User Manual Click on Tam a Returning User Radio button Enter the User Name in the User Name textbox Enter the Password in the Password textbox Click SIGN IN Click the Sign Out link on the top right hand corner of the browser when logged in 6 Forgot Password gt gt gt gt v Click on the Forgot Password link Screen as in Figure 1 2 Forgot Password appears Click on YES button if the user is registered with an Email ID Click on NO or Don t Know button if the user is not registered with an Email ID Figure 1 4 When the user hit on YES button this will ask the user to enter the User Name and Email ID Screen as in Figure 1 3 Send Password appears Click Send Password A message Your Password ha
11. n the Feedback page as shown in Figure 7 1 Summit gy Health Appointment w My Profile Feedback Feedback Clinic Type v Enter your feedback here E Please select here if you would like a reply Note Your Name Phone Number and Email will be seen by the Recipient DEET EUND wi 7 PEE A N SE J FEEUBALK LE 2010 Summit Health Figure 7 1 Feedback Select the option for Clinic from Clinic dropdown menu Select either Question or Feedback from Type dropdown menu Fill in the comments in the Enter your feedback here section oY m p Check in the Please select here if you would like a reply if the user want the reply to the feedback Page 16 of 17 1 0 User Manual Click on Send Feedback button This will send the feedback of the clinic to the Site Coordinator with the confirmation message as Your valuable feedback has been successfully sent As shown in Figure 7 2 Appointment e My Profile Feedback Feedback Clinic E0010511 3162 Ground Floor Southfield Michigan 48034 wi Enter your feedback here his is for User Manual User Prospective E Please select here if you would like a reply Note Your Name Phone Number and Email will be seen by the Recipient Your valuable feedback has been successfully Sent SEND FEEDBACK 2010 Summit Health Figure 7 2 Feedback Sent Page 17 of 17 1 0
12. ng test You are allowed to take your medicines with water the morning of the test Outlook Calendar E Enable Microsoft Outlook meeting notice with Confirmation Mail Special Requirement Question Are you confined to a wheelchair O Are you hearing impaired E Are you visually impaired E Does your height exceed 81 inches 6 feet 9 inches 2010 Summit Health Figure 4 5 Appointment Confirmation 7 Answer the various questions by selecting the radio buttons and checkboxes and click on Confirm Appointment button This will show the message as Your appointment has been booked A confirmation email has been sent to your email Address Your Appointment Date Date Appointment Start Time Time Appointment End Time Time 8 Click on Cancel Appointment button This will navigate back to Reschedule Appointment page 9 Reselect the desired slot this will again take to Appointment Confirmation page 10 Select the various questions and click on Confirm Appointment button 11 When the user hit on Print button this will print the screen of the appointment scheduled 12 Click on Exit button this will make the user to logout of the application Cancel Appointment 1 Select Manage Appointment from Appointment menu This will show the Manage Appointment page as shown in Figure 5 1 Page 13 of 17 1 0 User Manual Summit A Health H Appointment v My Profile Feedback Appointment gt gt Mana
13. nt button b View Change Appointment Click on Manage Appointment button c View MAP of Site Click on Show Site Map button Select Site Client Name Rajesh CLIENT States Michigan Program Immunizations City Southfield Site Select the Clinic Action CLICK TO SCHEDULE APPOINTMENT GIGK1O MANAGEAPPOINIMNENT CLICK TO SHOW SITE MAP 2010 Summit Health Figure 3 1 Schedule Appointment Page 7 of 17 1 0 User Manual 2 The values for Client Name and Program will be grey out and fixed 3 Select the value for State from State dropdown menu 4 The corresponding value for City and Site will be populated Select the value of City from City dropdown and for Site from Site dropdown menu as shown in Figure 3 2 D Here Click to Manage Appointment button will be disabled as there is no appointment in the name of this user to manage or reschedule 10 After selecting the Site the values for the Clinics available will be populated Appointment e My Profile Feedback Appointment gt gt Schedule Appointment Fields marked with are mandatory Below are the steps to Schedule a Clinic Step 1 Select Site a Please Select the State b Please Select the City c Please Select the Site Step 2 Select Clinic a Select the Clinic Multiple Clinics may be available at each site Step 3 Select the action you want to perform a To Schedule Appointment Click on Schedule Appoin
14. rm a To Schedule Appointment Click on Schedule Appointment button b View Change Appointment Click on Manage Appointment button c View MAP of Site Click on Show Site Map button Select Site Client Name Rajesh CLIENT State Michigan v Program Immunizations City Southfield v Site Select the Clinic Action GLICK TO SCHEDULE APPOINTMENT CLICK 70 MANAGE APPOINTMENT 2010 Summit Health Figure 4 1 Manage Appointment 2 Screen as in Figure 4 2 appears displaying the current appointment Summit af Health Appointment v My Profile Feedback Appointment gt gt Manage Appointment Program Type Immunization Program Type Program First Name Last Name Slot Type Rajesh Inc SE Immunization Immunization 03 19 2010 Kentucky Moorefield 05 31 2010 Site for Rajesh Inc To cancel your appointment please click Cancel To reschedule your existing appointment please click Reschedule 2010 Summit Health Figure 4 2 On selecting Manage Appointment 3 Click on Reschedule button This is show an alert message Do you want to Reschedule this appointment as shown in Figure 4 3 Page 11 of 17 1 0 User Manual Summit ely Health Appointment v My Profile Feedback Appointment gt gt Manage Appointment Client NamejRajesh Inc Program Typeeimr Program Type Program i Site First Name Last Name Rajesh Inc Immunization 03 19 2010 05 31
15. s been sent to your Email ID is displayed to confirm that the password has been emailed to the user s email id Click on Cancel to go back to login page and login with user name and password Forgot Password Fields marked with are mandatory Have you registered with an Email ID This system is restricted to only authorized users and Summit Health approved business 2010 Summit Health Figure 1 2 Forgot Password Forgot Password Fields marked with are mandatory User Name Email ID G SEAN KS da ata rate This system is restricted to only authorized users and Summit Health approved business 2010 Summit Health Figure 1 3 Send Password when user hit YES button on Figure 1 2 Page 4 of 17 1 0 User Manual Summit Health Forgot Password Fields marked with are mandatory First Name Last Name User Name Security question Answer This system is restricted to only authorized users and Summit Health approved business 2010 Summit Health Figure 1 4 Send Password when user hit NO or Don t Know button on Figure 1 2 gt When the user selects the No or Don t Know option in the Forgot Password screen they will get the option to enter the First Name Last Name User Name Security Question and Answer gt Click on Create Password button This will create a password and a mail will be sent to the
16. st Name Password MI Confirm Password El Do you want to register your spouse Last Name Gender Email Address Confirm Email Address Phone This system is restricted to only authorized users and Summit Health approved business 2010 Summit Health Figure 2 1 Patient Registration Fill in the details in the fields marked with asterisk For the Email Address and Confirm Email Address patient can t copy and paste the content either way 5 Ifthe user wishes to register for spouse then he needs to click on Do you want to register your spouse check box as shown in Figure 2 2 Feature to get the option for registering for spouse is set in PM level Summit ely Health Patient Registration Contact Information Please provide the following information and click Register to continue Fields marked with are mandatory Note Creation of Username and Password will assist you in scheduling appointment managing your appointment and to view your results online Company Name Rajesh Inc Sex First Name SSN MI Employee ID Last Name Member ID Date Of Birth J Phone Email Address User Name Check Availability Confirm Email Address Password Confirm Password Do you want to register your spouse Do you want to view your res
17. tment button b View Change Appointment Click on Manage Appointment button c View MAP of Site Click on Show Site Map button Select Site Client Name State Michigan Program Immunizations City Southfield v Site Rajesh CLIENT 3162 Ground Floor Southfield MI 48034 Select the Clinic Clinics Available 07 07 2010 9 00AM To 12 00PM J Ze 06 30 2010 10 00AM To 12 00PM 07 30 2010 10 00AM To 12 00PM Action 2010 Summit Health Figure 3 2 Lists of Clinics 8 The list of Clinic associated with that particular Site will be populated with the radio button as shown in Figure 3 2 This shows the list of clinics which are going to take place in the future This does not show the expired clinics 9 Select the value of Clinic by click on the radio button against the clinic 10 Click on Click To Schedule Appointment bution This will open the Clinic Layout with the Appointments Available and color Legends to indicate Available Unavailable Waitlist and Your Schedule Slot as shown is Figure 3 3 Page 8 of 17 1 0 User Manual ields marked with are mandatory Below are the steps to Schedule a Clinic Step 1 Select Site a Please Select the State b Please Select the City c Please Select the Site Step 2 Select Clinic a Select the Clinic Multiple Clinics may be available at each site Step 3 Select the action you want to perform a To Schedule Appointment Click on Schedul
18. ults online Spouse Information First Name Sex MI SSN Last Name Employee ID Date Of Birth Ei Member ID Email Address Phone __ Figure 2 2 Spouse Registration Page 6 of 17 1 0 User Manual 6 Click on Register button to get registered This will take the user to Manage Credential Screen where the user will give the Security Question and Answer as seen in Figure 2 3 MANAGE CREDENTIALS Security Question tS AED I aug Raa ae a A a ES Fields marked with are mandatory This system is restricted to only authorized users and Summit Health approved business 2010 Summit Health Figure 2 3 Manage Credentials 7 Select the Security Question and answer and click on Update Security Question Information This will take the user to Schedule Appointment Page Schedule Appointment 1 After successful login the user will get the Schedule Appointment page as shown in Figure 3 1 F Appointment v My Profile Feedback Appointment gt gt Schedule Appointment Fields marked with are mandatory Below are the steps to Schedule a Clinic Step 1 Select Site a Please Select the State b Please Select the City c Please Select the Site Step 2 Select Clinic a Select the Clinic Multiple Clinics may be available at each site Step 3 Select the action you want to perform a To Schedule Appointment Click on Schedule Appointme
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