 Note: Only staff users can see multiple calendars in one screen |
[ Help Main ] > [ Main Menu ] > Calendar/Patient Scheduling
NOTE:
- To refresh the calendar, click on the calendar link from the main menu instead of hitting 'refresh' or F5.
- As soon as an appointment is created in the calendar, a superbill is generated for that visit in the "Encounter Superbill Basket". So even if the visit occurred in the hospital, the doctor can document care and charge at the hospital, and the billers will see it in real time at the office.
All appointments generate a superbill so that you don't lose any charges and maximize charge capture, even when the doctor is working out of the main office.
| Field Items | Description |
|---|---|
| Current Day's Patient Schedule | You can view, create or delete patient appointments. You also have the capability to view all physician schedules within your group practice. The calendar allows you to view all appointments that have passed and those scheduled in the future. |
| Choosing a specific date | To make an appointment for a patient, click on the time when the appointment
will start. If the date shown is not the date you want to schedule
a patient visit, use the calendar to the left of the day's schedule
to navigate to the date you want the appointment booked and
'Click' the date. Tip: Use the white arrows to navigate the calendar by year. |
| Making an appointment | 'Click' on the appointment start time will take you
to the patient search page. If patient is not found after a search,
you have the option to create a new patient. Once the patient has been selected or created, you are then taken to the [ Appointment Book ]. Notes:
|
| Functional Items | Description |
|---|---|
| Physician | You can view the schedules of all physicians that are in your practice group by selecting the corresponding physician. |
| [ Calendar Preferences ] | By selecting Calendar Preference you can choose the calendar preference
that is suitable for the particular physician's practice. Each practice
(physician) within a group can have a unique calendar preference depending
on the practices' clinic hours. Calendar Preferences can be viewed by
the day, week, or month. Default appointment durations are also available
for users to select.
Note: The calendar will intelligently override user settings if an appointment duration anywhere in the calendar is less than the interval you defined. |
FAQ:
What exactly is considered the "home page" in SynaMed, meaning the page that is central to the program from which navigation in any direction is possible in the program? Can the user set a home page?
At the top of every page in SynaMed, you will find a deep blue system navigator bar, this navigator bar is central to the program. With it, you can go to anywhere in the system no matter where you were previously. An example: I’m in a patient’s note, and I need to find out how many patients I am charging for a particular CPT code. I can look it up on my fee schedule by going to the system navigator bar: misc>customize>fee schedule. And after I am done checking my fee schedule, I can return to my working note by going to misc>current note.
You can consider the My Panorama>My Default as your SynaMed home page, in that it lets you see your important daily tasks at a glance. You can also customize your panorama view.
How do I get rid of the Tasks on the bottom left corner of the daily calendar view?
Click on the “X” to delete from your task list or click on the check mark to complete it.
Can you explain how the scheduling template module works?
- It allows you to mark off blocks of time on a per-provider basis and change the background color of the calendar for those blocks. ***Please note that these are not considered actual appointments like block time is.
- It also allows you to make the scheduling template for a specific purpose. The purpose/name is required, which basically signals to the front office what kind of appointments should be made within that block of time. You can also designate a specific carrier, a specific facility, whether it should only be for new patients (a new patient in this case means one that does not have any office notes on file), and a target duration for appointments during this template. if you select any of these options, it will warn you if you try to create an appointment that does not fit these criteria, which you can override if you wish. ***Please note that block time appointments are not subject to the schedule template criteria.
- When you make or edit a scheduling template to overlap 1 or more already-existing scheduling templates, before saving it, it checks and warns you of what templates it would overlap, and you have the option of seeing when each template would be overlapped. You can then choose to edit the template so it doesn't overlap, or you can override it and have the templates overlap. For periods where templates overlap, the one that starts first takes visual precedence, and the user is made aware of this. The rest of the second template will be visible immediately after the overlapping portion. Both templates are enforced in this scenario.
-These templates cannot be deleted, but you can edit them down by clicking on scheduling template legend in the upper right-hand corner of the calendar, click the name of the template within the legend, and then make changes in the template form.
Which panorama views are customizable?
All the panoramas are customizable.
Is there an archive calendar? If so, what is the format?
Yes, you can also archive your calendar and this is done in a text file.
Is there a way to access the patient demographics page without leaving the calendar?
Yes, there is a link to patient demographics in each appointment on the calendar.
How to use:
1- Find an appointment with the patient you are looking to see info of;
2- Click on "Patient Demographics" in that appointment box, or
3- Using dragon just say the patient's name, followed by "Demographics (example, say: "John Public Demographics")
The link for this pop up may move to another part of the calendar.
There are multiple physicians in my practice, how can I view all of their calendars in my Calendar view?
First, each physician must give permission to all who need to view his/her schedule. This can be done by going to customize ŕ maintain staff on the Group Staff list, highlight the user IDs and then click the left arrow. This action brings these users to the My Staff list. Highlight each user ID, and click on set permissions. In the staff permission’s page, select the following checkboxes:
Now, each user then signs into their own account: calendar ŕ calendar preferences. Then, in this view, the user checks the physicians in physician calendars, clicks on save and return to calendar. Now the user is able to view and make appointments on all of the physician schedules on one calendar view.
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