Patient Case: Appointment Tab

AgileEMR: Patient Case – Appointment Tab

FEATURE PURPOSE: To view a patient’s upcoming appointments, cancellations, print schedule and etc.

Appointment Tab Overview

• First navigate to the patient’s case
• Click on Appointments in the left-hand column
• This will open the Appointments screen, which will display all upcoming appointments for a patient, as well as the appointments they have already have been seen for.  

• In the example above, you will notice that all appointments listed show Outcome = Acknowledged.
  • Acknowledged = Patient was checked-in for that appointment on that date of service.
• If appointments do not have an Outcome assigned, that means that this is an upcoming appointment in the future OR that the patient was never checked in for that Date of Service
  • Below is an example of future upcoming appointments with no Outcomes listed:

• At the top of the Appointment Screen, you will notice that there are multiple searchable fields. If you are looking for a specific appointment scheduled with a specific clinician, you could use these fields to search the list of appointments.

• If you would like to see all Appointments that have been cancelled for a specific patient, you would change the Cancelled drop-down arrow option and choose “Yes"
• This will display any scheduled appointments that were cancelled, and it will also display the Reason (Outcome) that the appointment was cancelled.

Print Schedule:

• This allows the user to print out a patient’s schedule right from the Appointment Tab
  • However, keep in mind that if you go right to the Print Schedule button, it will print a schedule that has all appointments listed (that means you will see the future appointments as well as the previous appointments.
  • If you want the list to only show upcoming appointments, you can enter the start and end date in the searchable fields at the top
    • Once you have entered the start and end dates for the appointments you want printed, simply click on the “Print Schedule” button
    • This will open the Schedule, but it will only display appointments within the Start and End dates parameters that you had entered.

• If you click on Print Schedule when viewing the Cancelled appointments, you can print out a sheet that displays all the appointments, their appointment status as well as the Appt Location.