Document Responses from the Provider

You can document your responses as the provider for a patient's missed appointment.

1. On the Missed Appointment template, expand the Provider Response panel.
   

2. To overbook an appointment, do the following:
   1. Select the Ok to Overbook option.
      The Add New Task window opens for overbooking the next appointment.
   2. Assign the task to the desired user.
      A window opens for entering the duration to overbook the appointment.
   3. Enter the duration in days, weeks, or months.
      Your name and the current date and time are automatically filled in the corresponding fields.
3. To book an appointment in the next available slot, do the following:
   1. Select the Next Available option.
      The Add New Task window opens for rescheduling the appointment.
   2. Assign the task to the desired user.
      Your name and the current date and time are automatically filled in the corresponding fields.
4. If rescheduling is not required, select the No Need to Resch, Not Post-op, ER option.
   Your name and the current date and time are automatically filled in the corresponding fields.
5. Enter your comments in the Comments field.
6. To terminate the patient visit, do one of the following:
   1. Select the appropriate option to terminate the patient visit from your care or from your practice.
      A picklist opens for selecting the reason.
   2. Select the appropriate reason from the list.
      The Add New Task window opens for terminating the patient visit.
   3. Assign the task to the desired user.
      The missed appointment summary document is automatically generated.