Patients: Upcoming Appointment list & Schedule Icon

Mary Jane -

Show Upcoming Appointments on Invoices

Follow these setps to print Upcoming Appointments at the bottom of the patients invoice.

Go to Settings>General>System>System>Other section.

Locate the Show Upcoming Appointments on Invoices and set it Yes then Save.

juvonno_invoices_show_upcoming_appointments.JPG 

System Settings

To set the system to print the Upcoming Appointments in PDF follow these steps.

1. Go to Settings>General>System>Scheduling.

2. From below the Dashboard section locate the Upcoming Appointment link field, set it to PDF.

juvonno_upcoming_appointments_link_to_pdf.JPG

 

3. From below the Appointment Menu Links section, locate the Upcoming Appointments field, select Yes then Save.

juvonno_upcoming_appointment_in_settings_general_system_scheduling.JPG


You can print patient upcoming appointments as follows:

a. From the Quick Patient Look Up button on the Home page located vertically on the right side of the page.

juvonno_home_page_patient_look_up.JPG

 

Click the Upcoming Appointments button then the print icon.

Juvonno_patient_look_up_upcoming_appt_list.JPG


b. Patient appointment block on the schedule

Click the patient appointment block on the schedule, select View Appointments, a PDF pops, select the print icon.


c. Reports: Patient Appointments

1. Go to the Reports tab>Scheduling heading - Patient Appointments.

2. Enter the date range & name of patient.

3. The upcoming appointment list will open, click the print icon.

 

Show Upcoming Appointment icon on the schedule

You can show a clock icon on the schedule block indicating the patient has an upcoming appointment.

Go to Settings>General>System>Scheduling>Appointment Display section.

Locate the the Upcoming Appointment Icon field and set it to Yes then Save.

 

juvonno_system_settings_scheduling_show_upcoming_appointment_icon_on_schedule.JPG

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk