Process 3-2-0 Create new appointment Ver 4
Contents
1. indicated by the first visit in the physical file Scenario 3 If client is new to the clinic enter his her data enter today s date as Registration date and assign a Client Number Refer to Clinic Manager or CMS Manager if the relevant provider schedule is not available or properly configured 8 45 9 00 The appointment page is the default top screen when you enter OpenEMR If this screen has changed select Calendar To locate the appropriate date in Appointment screen e Enter date and press Go or e Move backwards or forward with arrow heads lt lt or gt gt e Press Today button for today s date Example Select the appropriate service provider Dr C Samad Select appropriate time by clicking on the time link 8 45 am Visit Category e Select appropriate visit category from drop down menu Office Visit 1 Admission 3 Counseling Only 4 Supply Re Supply 5 Administratree 6 Referral INBOUND e Complete remaining fields if in doubt see Section 2 1 6 Managing appointments in User s Manual Example Search criteria c Client Edith Castro Hint If you do not have enough time to create the client record you can create a RESERVED appointment without defining the client Later you can create the client record and update the appointment with the client s name See Process Guideline Creating a new OpenEMR record or the corresponding chapter in the User s Manual All Use2. PROCESS DESCRIPTION VERSION 4 0 J UNE 2010 POSSIBLE ROLES RECEPTIONIST CASHIER CLINIC ASSIST PROCESS 3 2 0 CREATING CLIENT APPOINTMENTS a Day View Go Today Add Search 2009 03 17 E Preliminary steps A service provider schedule has to be properly created in advance Display Appointment control screen by selecting the following menu options Client gt Visit gt Calendar Once the appointment data has been obtained locate the screen in the appropriate DAY Select the appropriate service provider and time Fill out appointment form Select appropriate Visit Category Verify date time provider duration Find client clicking on Client field Click to select A search engine window will be displayed as follows use the same search rules as with the Search Engine in main menu Search by Name gt for Scenario 1 If client already exists in system simply select her his name in the client list displayed Hint For a quick search enter the 3 initial letters of the client last name or enter a comma in the for field for a complete list Scenario 2 If client is not registered but already has a physical client record you will need to go to Client gt Client management gt New Note create this as a new client see specific process Creating a new OpenEMR record entering all fields required Be careful to specify the original data in particular the Registration Date as
3. rs B 00 N lt lt Monday August 17 2009 gt gt C Clinician 8 15 8 30 8 45 9 00 2008 04 24 Ha Cay View Go Today lt lt Thursday April 24 2008 gt gt D Samad 8 00 IN Gynecologist MR Specialist 8 15 8 30 6 45 9 00 2 Re Visit 2009 08 23 3g 1979 10 23 1961 10 05 Taimeson JE Samad Or Call TE om tooo 0900 S Sme _ Find Avaiabie Delete Cancel Resulting reserved appointment 9 00 09 00 9 15 9 30 Age 2009 0 RESERVED for new client
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