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Appointments Module The Health One appointments screen can be
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1. Appointments Module The Health One appointments screen can be seen in the screen shot below In this section we will explain the function of each button on the appointments screen and how you can book appointments and configure the screen to meet your needs File Eat View Analysis Took Window Help 8 a t gt 20 N b4 086 0 5m0 g ne Sa6483 Fink Score E m O Aa gSde BAgormet Cham pan T Oey BF Week F Futweek Fi Menth D Lit A Watingheoom E gt p 2 L a Vew Odo 60 12 January 2011 Or Admin Admin Amon m a 1 av gt am tw 12 ewery 13 ewery e 1 2 wF gt 34 5678 9 08 T onf as a 15 ETA EE 21 22 J 33273 xX be s o oc Today an pe ot 09 e Ressources F S 15 pa m gt _ fpf l 5 iefus ekal 7 Or Admin Admi 10 N 15 eio 2 efo 3 m m m m 45 ego pe ILS Pa m 15 fe pe wt H octo CJ Present Biaon i Comcietes D Odretames Carceted D cour Wheteboard z201 December Dr Adan dan On the appointments screen the time slots are displayed on the left You can set the duration of these in the appointments option section There is a calendar on the right which allows you to choose a date to book appointments You can also choose a different month by pressing the little black arrows to the left and right of the month display 4 keuw y POG IF H TwTteE amp ee ee EDE 1 FELE EC EE EE EEF EFE EE FE JEF a 12 January 2011 this facil
2. J Appointment Network options 2 a P Appointment edition Messaging J Auto select patient if match criteria Locations Edit the appointment after the creation Modules Display a confirmation dialog when deleting an appointment Shift required to move an event Check if time is still available before editing an appointment Display properties Biling Default time scale 15 minutes v Update patient information i Recipients V Always show appointment time Patient information Healthlink Breast Cancer Referral EAN a dhol eee ot Display the full day bar Prescription module Data exchange module Appointment Inability to work Template ape i V Display the working hours only Start time 08 00 z Endtime 19 00 Multimedia association ESA f Scanning Specific display for lunch meeting private appointments Drawing V Refresh the appointment display after closing a patient A eae F Display views as command button utomatisation Displ fth Tuch i Action plan isplay users of the same structure only i 1 Minutels Alerts Auto refresh the appointements Minute s Display ressources by default Backup alerts PARARI e Display titles in timeslots Live update Status presence Display the status of the patient present in appointment Display the presence status bar V Set the status as complete when closing a patient file v if the patient file has been modified V if the status
3. arch You can then select one of 1567 aa a Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd the times returned to book an appointment r Search free period Please select your criteria and then click on search Search criteria From fi 270172011 v Type z From 08 00 Til 19 00 User Dr Admin Admin M Include weekends Rooms l Include empty slots F Duration Maximum number of results 10S Search Resource Results Day of week P this button will display the invoices for the selected patient allowing you to make changes to patient billing This button lists all the appointments for the selected patient or pressing F12 refreshes the screen 157 Change appointment status _ Booked Present W in appointment E Completed E Did Not Attend W Cancelled W Too late When you have booked an appointment you can use the above buttons to change the status of a selected appointment to Booked Present In Appointment this will add the patient to the waiting room Completed Did not attend Canceled Too late Whiteboard You can enter notes on the whiteboard which can be seen by any user on a shared configuration Whiteboard 12 01 2011 158f CLIX HEALTH Appointment Options Pressing the appointment options button z will open up the options screen on the appointments module options Options General gt Internet
4. is Present or In appointment V Display the appts using the status color V Set the status as In appointment when opening the patient file V Ask before opening the patient file V Update the patient comment if the patient did not attend the appointement Use legacy appointment module Default OK Cancel From here you can choose to e Auto select patients if match criteria this will allow you to enter a patients name directly into the calendar and if you have a direct match to a patient in your database you will not have to search for a patient it will be added directly to the calendar e Edit the appointment after creation this will display the edit appointment screen when you create an appointment allowing you to change the appointment type etc You can also get the appointment edit screen by right clicking with the mouse on the appointment Set the default time shown in the calendar Show the appointment time Limit the calendar to only show the working hours Display the appointments using the status color instead of icons You allow have a number of other display and presence options to HELIX 159 HEALTH Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd chose from which you can select to meet your needs From this options screen you can also update the patient details displayed on the patient details panel of the calendar Update patient information Patent info
5. ity at the top of the screen can also be used to change the day by clicking on the arrows HELIX 153 HEALTH Today s date is highlighted in red You can press the today button to bring you back to today at any stage View Selector L Day 7 Week 7 Full yapti i Month lia h Witney Prem i ing ee F m k Use this selector to choose A one day view A 5 day week view A full week view A month view A list Or see who is in the waiting room Resource Selector hns A ipep e Dr Adma Aami Dropin CL Les The resource selector can be used to add or remove users from the appointments screen simply press the check box beside the users name to add or remove them from the screen User Priority on appointments screen To reorder the users priority on the appointment screen press the following button 24 154i m an Dd HEALTH The following screen will be displayed allowing you to drag the users to the top using the mouse or Shift and arrows The user at the top will be displayed on the left hand side of the appointments screen Reorder the users bs Dr Admin 4dmin Drop in Sort fhe user using ie mouse ar the keyboard GDA Arrows F This button on the resource panel can be used to change the order of the date resource on the top of the appointments screen The buttons in the image below will allow you save the views you have require for example you could have differe
6. monitor Vaccine C1 Dressi ow 24 hr BP monitor CB High priority C Wd Blood 4 mW r Comment 165 Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd Open a patients Chart from appointments To open a patients chart from the calendar you can press the enter button on a selected patient in the calendar or double click on a patient in the calendar using the mouse Right Click appointment options If you select an appointment in the calendar and right click you can access the following options MP HEALTH one 2011 Appointments File Edit View Analysis Tools Window Help SOHSE tt ESA m amp Open paien aE Edit appointment Selector E Appointment faction plan Edit recurrence T Day 5 Week J Full week 31 Month 2 Lit Waiting Ri Insert a new appointment Ins al gt 12 January 2011 i Adda comment F3 Todo Status b a Appointment with F4 Cut Ctrl X 08 gt Copy Ctrl C 30 I Paste Ctrl V _ 6 _ X Delete 09 z A Print current appointment 30 Show all appts for current patient 45 A Show history of this appt 10 00 10 00 10 15 Test Test t 15 o Display and edit repeats prescriptions ee 4 List of invoices Shift F9 11 sei tale dik eek x Configure the appointments Ctrl F10 15 e Open Patient e Edit the patient e Edit set a reoccurrence e Insert a new appointment into the same slot e Add a comment or press F3 e E
7. nt views for each day of the week Wow Dell O99 amp nam this will allow you to select a view using the black dropdown arrow O these buttons allow you to move through your saved views S this button will allow you save amp edit your views You can also set your default view using this feature HELIX 155 HEALTH Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd pen Save current view Save as Delete current view Rename the current view Previous view Next view DADA NO NO NO ND NO MD ND m O8Xae Set as default Appointment Search By pressing this button at the top of the appointment screen you can search for a patients appointments or search for an available appointment Search appointments Search in appointments Type your text to search and choose your options Text to search beaumont Optional search criteria M Date From 1270172011 al w fizor201 M Time rom 0800 ri 300s Appointment type M User z M Rooms Maximum number of results 50 gt Results Ip Number of results 1 select Close Enter the patients name on the text to search box you can then search by date range time appointment type User by pressing the search button Search for a free period e Enter the search criteria from date times appointment types users duration and press se
8. nter a to do status icon e Cut copy paste amp delete an appointment 1667 a aa a Print the appointment Show all the appointments for the currently selected patient Show the history for the appointment Send a text message if you have enabled the text feature Display the prescription module for the patient to issue repeats Open the billing module for the patient to see their invoices Appointments Alert A new item administrative item called appointment alert has been added it can be used and saved to the patients chart and this will then cause an alert to appear when you got to book an appointment HELIX 167 HEALTH
9. rmation To update the details drag the fields from the panel on the right to the panel on the left using the mouse and press OK to save This will update the details seen for the selected patient in details panel in the calendar Patient information template eee eee ee Available patient data Use double dick to select address of patient surname postal code of patient locality of patient first name telephone private surname sex GMS GMS number ref 1 date of birth Pat Category patient category address of patient locality of patient Notes postal code of patient telephone private name of spouse prefered name name of contact person GMS number ref 1 familu numher ref 21 ka OK Cancel 1607 a aa Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd Appointment configurations To configure the appointments you can press the following button on the calendar The following screen will then be displayed r Configuration of the appointment module ME Appointment type Users GARooms fa Todo status t S Availability No 10 No 10 No Full Medical 10 No Blood Test 15 No Duration 10 Description consultation OK Cancel From this screen you can configure your e Appointment types add edit delete appointment types e Setup working hours time blocks and appointment types for user
10. s amp availability of rooms To add an appointment type press the button The following screen will be displayed HELIX 161 HEALTH L Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd Appointment type Select the type of appointment or enter your own type Blood Default duration Display color 10 Min Availability Enter in a Title for your new appointment type a default duration and a display colour and indicate if the user will be free or not for this appointment e g if it is a clinic when they will see people Press OK to save You can edit the appointment types by pressing d and delete a type by pressing Time Blocks To add time blocks press the users tab select the time slots your require the block for and right click on the mouse 162 f m aa a Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd Configuration of the appointment module DAppointment type 2 Users BRooms Todo status Dr Admin Admin 14 l 5 Conditions E HE Display color Type of appointment consultation Ex Avatar Z Default room ii Monday Tuesday Wednesday Thursday Friday Saturday Sunday on 09 ee ee ee 10 baal ox ta The following screen will be displayed Time slot detail na Time slot period Day Monday S
11. tart time 03 00 End time 10 00 Appointment type Type of appointment Duration consultation Default ressource Apply the same configuration for the following weeks only Sample 1 10 16 51 52 or First week of the month Recurrence The same configuration will occur several days IY Monday T Tuesday Wednesday T Thursday 7 Friday Saturday T Sunday 2 te 163 Select the day of the week then the start time and end time Enter the appointment type of the time block e g Lunch You can then set when the time block will occur by choosing the days or selecting first week of month last week of month Odd weeks Even weeks Then press OK to save To Book an appointment HEALTH one 2011 Appointments Q File Edit View Analysis Tools Window Help a t 20 8 bt 8 0 BH amp i amp O2eaB Risk Score E ROW BR Selector Hj Aogointment S7Action pian T Day 5 Week 7 Full week Si Month 2 List h Waiting Room ES 2 s X i View Wednesday 69 _4 12 January 2011 08 23456789 15 10 ufa 14 15 15 17 18 19 202 24 25 5 77 45 31 09 2 _ ssoure e l o 4 10 15 3 EHHH ae 2 u 45 11 15 E 45 Cooked Present Winaontment Wj Completed W Didot Attend IE Cancelled W Too late Whiteboard 12 01 2011 December Dr Admin Admin 1 Select the times slot you require 2 You can then either type the patients name directly in
12. to the slot if a patient matches an appointment will be booked for them If not the patient search screen will be displayed allowing you to search for your patient Press enter ok to book the appointment 3 If you have the edit after creation options selected in the appointment options the following screen will be displayed otherwise the appointment will be added to the calendar you can then select the appointment and right click to see the edit screen 1647 m D HEALTH Health One Version 7 1 User Manual Copyright 2011Helix Health Ltd k Edit the appointment details Type of appointment Patient details f v Test Test Doctor Ressource Field Dublin Town Test Users a v Dr Admin Admin at Category Dropin Schedule date Todo status Start 12 01 2011 11 00 ne Medical Rep one Rome itis CORA 24 br ECG monitor eg 2701 2011 a OY 24 hr BP monitor Comment F3 PE Appointment updatable only by the creator Recurrence G More Cancel Using the edit appointment screen you can set the type of appointment the resource the appointment is scheduled with enter a to do status avatar to allow a user to easily see what a patient is coming in for and enter any comments on the appointment Pressing F3 when you have an appointment selected will also allow you to add appointment comments Edit comment and status Test Test Todo Status ed Medical Rep OA 24 hr ECG
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