Provider Appointment Fields / Options







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Below is an alphabetical list of the fields and options located on the Provider Appointments data entry page.  To jump directly to the information for a specific field or option, press <Ctrl+F> to access your browser's search field and enter the name of the field/option in question.

Appointment Kept?

  NOTE: This option is only available for existing appointment records.  

Click this drop-down arrow and select one of the following options, based on the appointment date:

  Canceled by Client

  Canceled by Staff

  Canceled by Provider

  Kept (only available for appointments dated in the past)

  No Show (only available for appointments dated in the past)

Date

  NOTE: In existing appointment records with dates in the past, the Date is read-only and cannot be changed.

In this field, record the appointment date (using mm/dd/yyyy format), or select the date using the available date picker drop-down.

Duration

In this field, type the anticipated appointment duration using HH:MM format.

Include Form

  NOTE: This option is only available for programs configured to use FormBuilder forms with the location "Medical - as an option to be included on the Provider Appointments Form."

If a FormBuilder form should be included in the appointment record, click this drop-down arrow and select the form.  Upon selection, the form content is displayed on the page.  Complete data entry in that portion of the page as necessary.

  TIP: When working with existing provider appointment records the Include Form option is read-only if a form has already been saved with the appointment record.  In such cases, a Delete Form button is available for use instead, located mid-way down the page.

When Delete Form is clicked, the form and its data are removed from the appointment record being worked with.  Another form can then be included if needed, or the same form can be included again as if starting from scratch.

Provider

  NOTE: In existing appointment records the Provider is read-only and cannot be changed.

Click this drop-down arrow and select the provider with whom the appointment is scheduled. 

  NOTE: The providers available for selection in this list are those currently included in the Providers or Support Service Contacts portion of the client's face sheet, which can also be accessed using the Medical module Providers or Support Services Contacts features, respectively.

If the necessary provider is not available, do one of the following based on the AWARDS feature with which your agency records provider information:

  If your agency uses the Providers feature - Select "Add New" from the providers list.  When "Add New" is selected, a pop-up data entry window is displayed.  Enter the provider contact information, and then click Save.  If it's later necessary to update provider contact information recorded in this way, use the Providers feature or the Providers Directory as needed.  (When a provider is added to the appointment in this way, his or her information is also recorded in the providers list accessed through client face sheets and the Providers feature.)

  If your agency uses the Support Services Contacts feature - You must exit the appointment record, navigate to the Support Services Contacts feature (or the corresponding portion of the client's face sheet), and then add the new provider for this client.  You can then return to the Provider Appointments feature and schedule the appointment as necessary.

Provider Impression / Diagnosis

  NOTE: This option is only available for existing appointment records with dates in the past.  

In this text box, type or make changes to any diagnosis or impression information given by the provider.

Provider Recommendations / Follow-Up

  NOTE: This option is only available for existing appointment records with dates in the past.  

In this text box, type or make changes to any recommendations or follow-up requests given by the provider.

Reason for Consultation

  TIP: In existing appointment records the Reason for Consultation is read-only and cannot be changed. If it is necessary to change reason for consultation information for existing appointments on a regular basis, there is an option that can be turned on behind-the-scenes in AWARDS that will enable all users to do so. That option will also enable users to delete appointments dated in the past, which is prohibited by default. If you are interested in having this option turned on, please contact the Help Desk.

In this text box, enter information on the reason for the client's appointment.

Staff Escort

Click this drop-down arrow and select the staff person who will be escorting the client to his or her appointment, if applicable.

  NOTE: Staff members available for selection in this list are those with chart access permission for the program who also have the "Include In Direct Care Staff Lists" permission assigned under Permissions Maintenance.

Time

  NOTE: In existing appointment records with dates in the past, the Time is read-only and cannot be changed.

In this field enter the appointment time (using HH:MM AM/PM format).

Travel Time To / From Appointment

  TIP: Travel time can only be specified if a staff escort has been set for this appointment record.

If a staff escort was selected for the appointment, his or her travel time can be indicated using these fields.  In each of these fields, enter the required travel time for the escort to and from the appointment (using HH:MM format).  If a value is entered in one or both of these fields, that travel time is taken into account when displaying appointments in the Calendar's "Staff" view; for example, if a 9am to 10am medical appointment is recorded with 15 minutes of travel time to and from, that appointment will display on the staff escort's calendar as occupying the time between 8:45am and 10:15am.

  https://demodb.footholdtechnology.com/help/?11889