Reminders Dashboard - Appointments/Reminders
The Appointments/Reminders view in the dashboard lets you:
•View patient appointments
•View the reminders sent for each appointment
•View the patient's response to the reminder
•Manually confirm or cancel the appointment if the patient calls instead of responding to a reminder
View the Appointments
1.Click MENU > Reminders Dashboard.
2.Select the provider's calendar to display or accept the default of all calendars.
3.Select the time period to display: Daily or Date Range.
4.Enter the date(s).
5.Leave Appointments/Reminders selected as the view.
6.Click Search.
7.The following appointment information displays:
•Appointment date/time
•Provider's name
•Patient's name
•Reminder response
View the Reminders Sent for an Appointment
1.Click the + sign before the appointment to expand the reminders section.
2. The following reminder information displays:
•Date/time reminder was sent
•Reminder method (e.g. telephone)
•Reminder response
•Reminder response date/time
Manually Confirm or Cancel an Appointment
If a patient calls your office instead of replying to a reminder, these buttons let you manually confirm or cancel the appointment.
1.To manually confirm an appointment, click the Confirm button.
2.To manually cancel an appointment, click the Cancel button.
•To print the reminders, click the PRINT button.
Refresh
•To see changes that have occurred since you entered the Reminders Dashboard, click the REFRESH button.