Display Patient

When a patient is on the phone with a scheduling question, do you find yourself flipping through several screens to check one appointment? It's always the same complicated routine, isn't in: look at a date in the scheduler, then jump to upcoming appointments in Account Registration, then press the Audit button to see who did what, and then flip back over to the scheduler? We've recently observed several users having to deal with this kind of confusion. Luckily, there is an often-overlooked scheduling function that compresses all these steps into one simple screen.




This special screen is activated by a button located on the left-hand side of the Scheduler called the Display Patient button. Selecting this will take you directly to the Display by Patient screen.














As soon as you identify the patient, you will immediately see all appointments ever made for this patient, both past and present.

From there, it's just as simple to find one of the listed appointments in the scheduler. Double click on any listed appointment to go straight to the corresponding date/time/provider in the scheduler. Fast and easy! No need to search endlessly through dates.

Want to delete a specific appointment? No problem! Appointments can be deleted right from the Display by Patient screen. Once you find the correct appointment, just select the Delete button. You can even delete multiple appointments (such as all future appointments) by using Ctrl-left click to select all relevant appointments before pressing the Delete button.

Finally, you can press the Audit button to see exactly the same audit information that you see in the account. You will usually want to press the Scheduling tab when accessing the audit data from this screen. 

Feel free to give this a try. Just take five minutes and see how many keystrokes and mouse clicks you can save!

Has this post been helpful? Will this information save you a lot of time? We'd love to hear your opinions! Let us know in the Comment section below or contact Client Services via the Feedback button.


Written by: Kylie McKenzie Soder