Provider Appointments

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The Medical module Provider Appointments feature is used to schedule and maintain consumer  provider appointment records.  It is also used to print provider appointment forms which can then be provided to and completed by the client's doctor or dentist as necessary and filed in the client's chart.

  NOTE: Provider appointment records can also be scheduled and accessed using the Calendar. Please keep in mind that any changes made to appointment records via the Calendar are reflected within the Medical module, and vice versa.

Required Permissions

Use of the Provider Appointments feature requires the following permissions:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Medical Button
Include In Direct Care Staff Lists (optional - only required if you will be assigned as a staff escort for provider appointments)

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Working with Provider Appointments - Learn to create, update, delete, and print  provider appointment forms.

Using the Provider Appointments ReportBuilder - Learn to view customized reports of appointment,  doctor/provider detail, and basic client demographics.

A Closer Look @ Fields & Options

Provider Appointment Fields / Options - Learn about the fields and options available during the provider appointment form data entry process.

Frequently Asked Questions

Provider Appointments Frequently Asked Questions