Scheduling

Patient Portal now provides additional scheduling features.

• An Appointments dashboard is available that displays a list of upcoming and past appointments.
• Clinical notes, documents, and visit summaries are available for a completed appointment.
• You can mark appointments as favorites and see the list of favorites.
• You can cancel, reschedule, book again, or schedule a return visit.

Solution Change	Description and UI Impact	Reference Materials	Validation Guidelines	Implementation and Maintenance Impact
Appointments Dashboard (HLG2-1811)	The Appointments dashboard allows Patient Portal users to view a list of the patient’s upcoming or past appointments, view details about each appointment, complete actions such as canceling or rescheduling, and enter the schedule appointment workflow. UI Impact (Workflow - Automatic): Patient Portal users can access the Appointments dashboard and its related activities from the Appointments button in the main menu at the bottom of most pages. See the Reference Materials for more information.	See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that the Appointments dashboard allows Patient Portal users to view appointments and complete actions as expected.	No implementation or maintenance impact.
Return Patient Direct Book (HLG2-1797)	For existing patients with one or more established provider relationships, the return patient direct book feature allows a patient or their authorized representative to directly schedule a return visit with the given provider using the self-scheduling feature. By selecting the return-provider workflow, the Patient Portal user does not need to select their provider. UI Impact (Workflow - Automatic): Patient Portal users can schedule a return patient visit by selecting Schedule Appointment on the Appointments dashboard, and then selecting the name of a provider in the Return Visit Providers section of the Scheduling Options page. See the Reference Materials for more information.	See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that you can self-schedule an appointment. Verify that you can filter appointment types by medical specialty.	No implementation or maintenance impact.
Consumer: Reschedule Appointment Direct Book (HLG2-1813)	For patients with upcoming scheduled appointments, the reschedule functionality allows a patient to directly reschedule an existing appointment to a different time slot. The system carries over prior selections including provider or resource, appointment type, and location, and to offer the patient other available time slots meeting those details from the original appointment. UI Impact (Workflow - Automatic): Patient Portal users can directly reschedule an appointment by selecting Reschedule on the appointment card they want to reschedule. Rescheduling an appointment includes provider and appointment type of the previous appointment. See the Reference Materials for more information.	See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that when you can directly reschedule an appointment, the new appointment has the same provider, appointment type, and location of the previous appointment (and you don't need to enter that information).	No implementation or maintenance impact.
Consumer: Cancel an Appointment Directly (HLG2-1815)	For patients with upcoming scheduled appointments, the Cancel functionality allows a patient to directly cancel an upcoming appointment and capture cancel reason. If the direct cancel function is not available for a particular future appointment, the system advises the patient to request or call the clinic office. UI Impact (Workflow - Automatic): Patient Portal users can cancel an appointment by selecting Cancel Appointment on an applicable appointment card on the Upcoming appointments page on the Appointments dashboard. If the Patient Portal user is within 48 hours of the appointment time, they can select Cancel from the More Actions menu to call the office to cancel the appointment. See the Reference Materials for more information.	See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that you can cancel an appointment.	No implementation or maintenance impact.
Consumer: Schedule Past Appointment Again ("Book Again") (HLG2-1823)	Provides patients with a way to schedule the same appointment again so they can manage their appointment effectively and avoid unnecessary (additional) data entry. UI Impact (Workflow - Automatic): Patient Portal users can book an appointment again by selecting the Favorites or Past tab on the Appointments dashboard and select Book Again. Using the book again feature starts the scheduling process at the step for finding and selecting an appointment time. See the Reference Materials for more information.	See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that when you schedule the same appointment again, the process starts at the step of finding and selecting an appointment time.	No implementation or maintenance impact.
Consumer - Calendar Invitations (AWREG-4018)	On the Upcoming tab on the Appointments dashboard, Patient Portal users can download an ICS file and add scheduled upcoming appointments to and synchronize with their chosen digital calendar, such as Google Calendar or Apple Calendar. The calendar invitation includes all relevant details provided by the organization, such as appointment date and time, arrival date and time, practitioner, appointment location and address, and parking instructions (if available). UI Impact (Workflow - Automatic): On the Upcoming tab on the Appointments Dashboard, Patient Portal users can download a ICS file. See the Reference Materials for more information.	See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that Patient Portal users can download an ICS file for scheduled upcoming appointments, and the file includes all relevant details provided by the organization, including the appointment date and time.	No implementation or maintenance impact.
Consumer - Proxy Access to Scheduling Appointments (AWREG-4020)	Authorized representatives can identify whether they are scheduling an appointment on behalf of the patient to whom they are connected; and then securely schedule, view, and manage appointments for that patient. UI Impact (Workflow - Automatic): Authorized representatives can switch accounts from the Profile (Switch User) menu and then schedule appointments on behalf of that other user. See the Reference Materials for more information.	See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that authorized representatives who switch accounts before scheduling an appointment can successfully schedule an appointment on behalf of the person whose account they selected.	No implementation or maintenance impact.
Patient Portal - Patient Scheduling Favorites (HLG2-1782)	For patient or authorized representative self-service scheduling, the scheduling Favorites section of the Scheduling Options page displays appointments that a patient has previously favorited for easy future self-scheduling. Selecting an option from this list starts the subsequent self-service scheduling or request flow with any relevant information pre-filled. Only location is editable. Users can add self-service schedulable appointments to their Favorites at or after the time of scheduling by selecting Add to Favorites from the More Actions (...) menu. UI Impact (Workflow - Automatic): Patient Portal users can select Schedule Appointment to view the Scheduling Options page to schedule a favorite appointment. Additionally, the Appointment dashboard includes a Favorites tab to manage favorites. See the Reference Materials for more information.	See the Scheduling Appointments topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that Patient Portal users can schedule a favorite appointment by selecting Schedule Appointment on the Appointments dashboard and then selecting a favorite appointment on the Scheduling Options page, and that the scheduling workflow already includes relevant information from the favorited appointment type.	No implementation or maintenance impact.