PowerPoint Presentation

SchedulingChapter 6ObjectivesUnderstand how to use the MedTrak SchedulerBlock out a time range in the scheduleClear a blocked time rangeSchedule a new patientSchedule and existing patientAdd a note to a patients appointmentMove an appointment to a different timeCancel an appointment

Key ConceptsProvidersLocation structureFamily doctorLocation levelPrimary careDivision levelUrgent careStaff levelEmployee healthCalendar buttonWorkers compensationExisting patientLocation scheduleNew PatientTime rangePatient responsibilityTime incrementPayersAuthorization numberAppointment noteScheduling

SchedulingScheduling system controls patient flowProviders plan their days based on seeing certain number of patients, returning phone calls, meeting with patients outside officeNo to a room full of unhappy waiting patientsNo to long wait times due to overbookingNo to no patients for the providers to treatScheduling system helps avoid these NosProviders=physicians, physician assistants, nurse practitioners, chiropractors, rehab therapists, radiologistsAny health care professional who schedules appointments with patients is a PROVIDER.

Setting up a scheduleSet up schedule depending on availability of providersMedTrak-one division with three providers-2 physicians, 1 physician assistant, who wee patients for primary care, urgent care, employee health and workers compensation

Primary Care PhysiciansFamily DoctorConcerned with your health over a period of timeAlso handle the management of chronic illnesses such as heart disease, diabetes, high blood pressure

Urgent CareImmediate health issues such as; colds, bladder infections, and cutsThings that may occur on a daily basis and can be resolved in 1-2 visitsTypically done at an urgent care clinic or emergency department

Employee HealthReview and preventative care for the employees of companies through the use of pre-employment exams, annual physicals, drug testing, TB testing, immunizations such as flu shots,Workers Compensation PhysiciansWork with employees who are injured on the jobCan be musculoskeletal injury or exposure to heat, chemicalsPhysicians contracted by employer to provide careMedTrak ProvidersDr. Alice T. Smith-Primary and Urgent CareDr. Mark N. Chang-Urgent Care, Employee Health and Workers CompensationJuan O. Garcia-Physicians Assistant who works with both of doctors patients in Primary Care, Urgent Care, Employee Health and Workers CompensationMedical Office and Providers ScheduleMedical office schedules appoints in 15-minute increments

HoursMedical OfficeMonday-Friday8am-5pm Saturday 9am-1pmSmithM, T, Thurs, Fri9am-5pm Wednesday 9am-12pmChangM,T,W,Fri9am-5pm Thursday 9am-12pmGarciaM,T,W,Thurs8am-5pm Friday8am-12pm Saturday 9am-1pmDo This!Pg. 50Setting to Specific Date on the Schedule

Do This!Pg. 51Setting To A Providers Schedule

MedTrak 3 Level Hierarchical Structure1. Medical Office Location Level-Physical Location(name of facility)2. MEDICAL Division Level-departments within medical facility-ours has one level, some may have multiple such as; medical, orthopedics, rehab etc..3. Staff Level-Physicians, specialists, other providers appearScheduling Screen-Dr. Chang

Do This!Pg. 52Blocking Out Time In The Schedule At The Location Level

Do This!Pg. 55 & 56

Clearing Blocked Time In Schedule

Clear Blocked Time Screen

Block ClearedDo This!Pg. 58

Blocking Out Time In Schedule At Staff Level

Blocking Out Time In Schedule At Staff LevelDo This!Pg. 61 & 62

Scheduling Existing Patient AppointmentsSet to appropriate providers scheduleSelect the appointment date and timeClick the Add Appt. button

Selecting Patient To Schedule

Do This! Pg. 64Selecting Patient/Company Relationship

Do This! Pg. 65Confirming Patients Payers

Do This! Pg. 66Appointment SchedulingDo This!Pg. 67

Appointment Note

Scheduling Screen

Do This! Pg. 69 & 70Scheduling New Patient AppointmentsScheduling staff sets appropriate providers scheduleSelects the appointment date and timeClicks Add Appt button

Selecting The Patient To Schedule

Do This! Pg. 72 & 73Selecting The Patient/Company Relationship

Do This! Pg. 74Selecting The Patients Payers

Entity/Payers: Select

Patient/Payers

Do This! Pg. 77Appointment Scheduling

Do This! Pg. 78Appointment Note

Scheduling

Do This! Pg. 79Scheduling A Second Appointment For a New PatientDo This! Pg. 80

Moving An Appointment To A Different TimePlace cursor in command field next to current appointmentClick MOVE APPT buttonClick PAGE UP button to set the Scheduling screen for the ProviderPlace cursor in desired time command fieldClick TO HERE buttonNext to appear is Scheduling: Move Appointment screenReview your informationScheduling Move Appointment

Do This! Pg. 84Cancelling An Appointment

Printing The Medical Office And Providers SchedulesDo This! Pg. 87Do This! Pg. 89Do This! Pg. 90