About Scheduling

The Scheduling module is primarily used to book new appointments for surgical cases and/or P.A.T. and Recovery appointments and to view and/or change existing appointments. The Scheduling screenScheduling screen consists of the Scheduling Grid, a calendar where you can see and manage appointments and TemplatesBlocks of time on the Scheduling Grid reserved for a specific surgeon or physician group or for a specific procedure type., and Sheet BarThe Sheet Bar, a pane that resides on the left-hand side of most modules, provides access to most of a module's functionality. Module functions are often grouped by headings indicated by bold font. To view functions grouped under a heading, click the double arrow icon next to the heading . options on the left-hand side of the screen.

The Scheduling module also enables you to

Create and manage Templates to reserve blocks of time on the schedule for a specific surgeon or physician group or for a specific procedure type
Create Daily NotesNotes created in the Scheduling module that appear automatically when any user opens the module. Unlike Appointment Notes, Daily Notes typically relate to issues broader than a single appointment and unlike Remarks, Daily Notes are only available in the Scheduling module. Daily Notes can be configured to display for a specific day or within a specific time frame., Appointment NotesNotes created in the Scheduling module that pertain to a specific appointment. An appointment with an attached note displays a paper clip icon on the Scheduling Grid. Users can view the note by hovering over the Appointment., and RemarksNotes made at the account level rather than the appointment level, meaning their availability is not limited to one module. Remarks are most often used in the billing process. For example, a collector uses the Remark feature to document collection calls.
Print Preference Cards and Appointment Labels
Run Scheduling Reports
Document verification of insurance
Electronically verify insurance coverage (for facilities that have purchased the e-Verify feature)
Set up custom ViewsA View (also called a perspective) is a way for Business Entities to choose how appointment information is shown on the Scheduling Grid. Your organization can define as many Views of the Scheduling Grid as needed to accommodate the requirements and preferences of various users. When you set up a new View, you can specify the increments of time shown in the rows of the Grid. You can set up the columns to show any combination of Providers, Rooms and Equipment. of the Scheduling Grid to accommodate the preferences of various facilities, physician groups or staff members and to assist with managing Scheduling ResourcesPhysical components needed to set up an Appointment. Rooms, Providers, and Equipment must be designated as Scheduling Resources in the Administration module. Patients can also be considered Scheduling Resources for certain reports.
Set up Providers, RoomsRefers to rooms used for scheduling appointments. Those rooms are typically Operating Rooms, Procedure Rooms, or P.A.T. and Recovery Rooms., and Equipment as Scheduling Resources
Access the Demographics screen to edit PatientA Person in AmkaiOffice who has been assigned an Account Number. information
Update the appointment status to Arrived or Departed and post co-pays and deposits from patients upon their arrival.

You can access most of the Scheduling module's functionality from the Sheet BarSheet Bar on the left-hand side of the screen. The Sheet Bar options are discussed in the topics linked below. Some of the module's functionality is also available through the menumenu that appears when you right-click an appointment on the Scheduling Grid or the menumenu that appears when you right-click a blank slot on the Grid. Right-click menu options are discussed in Scheduling Topics where appropriate, and in a separate topic linked below.

Opening the Scheduling Module

Click the icon shown circled below in the AmkaiOffice toolbar:

Scheduling Topics