SCHEDULE OVERVIEW
Although this step is currently duplicative between Pariox and Clinicient, scheduling is required in order to unlock the patient's medical record and begin charting and so that we can pay you! For each visit type, please be sure to input:
ITEM
PURPOSE
Patient Name
Case
Cases are coded beginning with the Discipline and then the month/year of referral. For example, a patient referred for PT in April, 2019 will have a Case Title of "PT 042019".
Appointment Type
Appointment type defines the visit, separates supervisory visits (eval/progress/discharge) from treatment visits and lets us know what to pay you.
Status
The default selection is "Scheduled" but this MUST be changed to "Arrived" in order to begin charting. Other options including No Show or Cancelled with/without Notice.
Start/End Time
Time should match the Signature Log and can be adjusted as needed.
BASIC NAVIGATION
FINDING YOUR WAY....
When you first log in, you will see appointments scheduled for "today" by default. You can change this to view a specific Day, Week or Month or select the Calendar Icon to pick a specific date to view.
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Selecting the "Today" Button will bring you back to the current day's schedule!
TO SCHEDULE A PATIENT APPOINTMENT
From the calendar above, double click/tap on the time that you want to schedule the appointment and the "Create Appointment" window will open.
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Start typing by patient last name to filter patient list and enter all information Patient Name, Case, Appointment Type and Start/End time. Status is default to "Scheduled".
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Click "Schedule"
Appointment Conflict Notice
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If there is a conflict with another appointment, the system will display "Conflict" under the time.
Appointment Warnings
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If there're any issues to address, such as insurance authorizations, an Appointment Warning will appear. You can either cancel the appointment or "Schedule" and override.
Additional Information Tab
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Under this tab, you can enter Additional Staff, Resources and Place of Service to the appointment. Make sure that "Place of Service" is set to "Home" for any service not provided in the clinic.
"ARRIVING A PATIENT"
MUST BE ARRIVED TO CHART!
The appointment status must be "Arrived" to begin chart documentation. You can change appointment status by clicking on the appointment in the calendar. On a desk top, an Appointment Sidebar will appear and, on a mobile, a pop up window will appear which will allow you to modify the appointment.
THEN, ACCESS THE CHART NOTE
Once the appointment status has been changed to "Arrived", you can access the note from the bottom of the Appointment Bar by clicking on the icon.
DOCUMENTING A CANCELLATION
Following the steps above to access the Appointment, then change the Appointment Status from "Scheduled" to the appropriate canceled appointment reason (With Notice, Without Notice or No Show).
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A pop-up will appear to enter the Cancellation Reason. Enter reason and then click "Yes" to cancel the appointment.