Book Again

This topic describes how to book an appointment with the same details as an existing appointment. This feature can be used when appointments are in a Checked Out state. Book again can occur from the Visits section of the Patient Profile or Patient Tracker.

Search for Patient

Search for and select the patient to open the Patient Overview page. See Search for Persons.

Review Patient Information

Review and update patient information as needed. See Edit Patient Information.

Book Again

To book again:

  1. Locate the appointment to be booked again in the Visits section of the Patient Profile or in Patient Tracker.
  2. On the appropriate checked out appointment, select the Appointment Actions menu and select Book Again.

Review Financial Responsibility

Review and update financial responsibility as needed. See Manage Financial Responsibility at the Patient Level.

Schedule Appointment

To locate an appointment time:

  1. On the Schedule Appointment page, available appointment times are displayed, with all information carried forward from the selected appointment, except for appointment notes and comments. As needed, update provider, location, reason for appointment, appointment comments, and start date.
  2. Expand the desired appointment time, enter a reason for the appointment and any appointment notes, then select Add Appointment.
  3. Search for and select additional appointments as needed. When you are finished, select Schedule. The appointment is now scheduled, and the system creates an associated encounter. Additionally, a notification is sent to the patient's preferred method of contact.
  4. On the Appointment Summary page, review the appointment details and make changes if needed.

    Note:

    After you have scheduled an appointment, the system automatically performs the following actions:
    • An HL7 outbound message is submitted.
    • An appointment history notation is logged, including the time of the transaction and the name of the user who performed the task.
    • An audit entry is created to ensure HIPAA compliance.

Review Care Team

Review and update care team members as needed. See Update Care Team.