Add from Waiting List: Schedule an appointment from your Wait List.
New Appointment: Schedule a new appointment in this time slot.
New Block: Add a new Schedule Block in this time slot.
New Block From Template: Add a new Schedule Block using an existing template in this time slot.
Edit Appointment: Edit the selected appointment
Update Status: Change the status for the selected appointment.
Schedule Follow Up: Schedule a new appointment for the patient of the selected appointment
Move Appointment: Move the selected appointment to a new date or time.
Reschedule Appointment: Sets the selected appointment to the “Rescheduled” appointment status and schedules a new appointment for the patient. Use if this you would still like to track and report on all of your rescheduled appointments.
Send Forms: Send patient intake forms message for the selected appointment.
Apply Forms: Apply any completed patient intake form for the selected appointment.
Print Superbill: Prints a Superbill of your choice for the patient of the selected appointment.
Print Label: Prints a Superbill of your choice for the patient of the selected appointment.
Create Claim for Visit: Create a claim for the patient for the selected appointment.
The claim will be billed under the provider assigned as the Appointment Resource. Find Claim for Visit: Locate any claims created for the selected appointment.
Find Claims for Patient: Locate any claims for the patient of the selected appointment.
Create Task For Patient: Create a task for the patient of the selected appointment.
Edit Block: Edit the selected Block.
Update Status: Change the status for the selected Block.
Copy Block: Copy the selected Block to a date date and/or time.
Move Block: Move the selected Block to a new date or time.
Reschedule Block: Sets the selected Block to the "Rescheduled" status and schedules a new Block for a selected time slot. Use this to track and report on all of your reschedule blocks.
The claim will be billed under the provider assigned as the Appointment Resource.