Appointment Procedures

To assign procedures to appointments:

1. Do one of the following:
1. Schedule a new appointment
2. Edit an existing appointment

If your organization or domain does not have the “Use the Edit Appointment Screen when Making Appointments” option turned on, then simply edit the appointment to which you wish to add scheduling options.

The Edit Appointment screen will appear.

2. Click the Procedure line item description. The Procedure Search screen will appear.

Users have the option for searching for an individual procedure or a procedure group. By default, the search screen lists procedures. To display procedure groups, click the Procedure Group Search link at the top of the search screen. The screen will refresh and you can continue with the rest of the instructions. Simply substitute procedure group for procedure.

3. Choose the procedure appropriate to the current appointment. If the duration assigned to the procedure exceeds the duration selected on the grid, a message similar to the following will appear,



Click OK to extend the duration, Cancel to retain the duration. The procedure will be listed beneath the Procedure line item, and a Delete icon will appear next to the description.

4. Repeat steps 1–3 as necessary to assign additional procedures.
NOTE – Procedures are listed in the order that they are assigned to the appointment. Those that are part of a procedure group are listed in the order that they are assigned to the group.
5. Once the appointment details are complete, click Continue to finish. Alternatively, click Cancel to abort the appointment.

To delete procedures from an appointment:

1. Click the Delete icon next to the appropriate procedure. A confirmation screen will appear.
2. Click OK to continue, Cancel to abort the operation.

Key Considerations

• If an authorization or a referral for a specific procedure or set of procedures is selected, at least one of those procedures must be selected to complete the appointment.
• If your organization relies on the length defined for each procedure to determine the length of the appointment, simply select the start time and allow the program to extend the appointment length as necessary.