Scribd
Upload
1 views35 pages

Scheduling in Accuro for SLATE

The document provides a comprehensive guide on managing patient appointments using the Accuro scheduling system, including how to book, edit, cancel, and look up appointments. It also details how to block time for non-patient items and manage double-bookings. Additionally, it includes instructions for printing a day sheet and practicing scheduling tasks.

Uploaded by

dg6699work
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
1 views35 pages

Scheduling in Accuro for SLATE

The document provides a comprehensive guide on managing patient appointments using the Accuro scheduling system, including how to book, edit, cancel, and look up appointments. It also details how to block time for non-patient items and manage double-bookings. Additionally, it includes instructions for printing a day sheet and practicing scheduling tasks.

Uploaded by

dg6699work
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 35

Managing Patient

Information in
Accuro
OADM29270 | Health Information
Management

This Photo by Unknown Author is licensed under CC BY


To open the scheduler
Click the “Scheduler” button to access the scheduler:
TROUBLE?
Try FN + F1 to open the search

To book a patient appointment

NOTE: the search is


provider-specific. You
This Photo by Unknown Author is licensed under CC BY-SA
should only see the
patients you set
yourself to “Office
Provider” for.
To book a patient appointment

NOTE: the highlighted time is


the current time.
To book a patient appointment
Sample patient appointment
Book patient “Albert” for an appointment using the current date with
the following characteristics:

Visit type: Diabetic Annual


Reason: Diabetes
Appointment Length: 30 minutes
Appointment time: 9:00 AM

LEAVE ALL OTHER FIELDS SET TO DEFAULT or BLANK


Sample patient appointment
Sample patient appointment
• The appointment looks like this in the schedule:
To edit an appointment
1. Double-click the appointment in the schedule
2. Make changes
3. Press OK to save
IMPORTANT:
Appointment Date cannot
be edited here.
To edit the date, right click
the appointment, choose
“cut appointment,”
navigate to the new date,
right-click the new time,
and choose to “Paste
appointment”
To cancel or delete an appointment
1. Right-click the appointment in the scheduler and choose “Cancel
appointment”
To cancel or delete an appointment
2. Choose to CANCEL or DELETE the appointment
TIP: use “Delete” for mistakes only. Cancel missed appointments.
3. Enter a reason for the cancellation (no reason is needed for deleted
mistakes), press OK when done.
How to lookup a Patient Appointment

Use this function to


quickly locate
appointments for a
specific patient.

Example: a patient calls –


“when is my next
appointment?”
“when was my last
appointment?”
How to lookup a Patient Appointment

TROUBLE?

Try pressing FN + F4 to open


the search window
Blocking Time for Common non-patient scheduler items
Use this process for common scheduled events that do not involve a
patient (i.e. breaks, drug rep visits, lunch, flu shot clinics):
1. Right-click the time in the schedule and choose “Apply Appointment
Suggestions”
Blocking Time for Common non-patient scheduler items
TIP: To book a longer item (i.e. 1-hour lunch), click and drag to highlight
the full time, then right-click and choose “Apply Appointment
Suggestions”

Choose “Group” to allow more


than 1 line (15 minute block) to
be used
Blocking Time for Common non-patient scheduler items
TIP: To book a longer item (i.e. 1-hour lunch), click and drag to highlight
the full time, then right-click and choose “Apply Appointment
Suggestions”

Choose “Group” to allow more


than 1 line (15 minute block) to
be used
Blocking Time for Common non-patient scheduler items
The non-patient item appears. To remove the item, right-click it in the
schedule, choose “Apply Appointment Suggestions,” then “Remove
Suggestion”

The lunch is removed (no


need to enter a reason)
Blocking Time for Common non-patient scheduler items
The non-patient item appears. To remove the item, right-click it in the
schedule, choose “Apply Appointment Suggestions,” then “Remove
Suggestion”

The lunch is removed (no


need to enter a reason)
Blocking Time for Common non-patient scheduler items
The non-patient item appears. To remove the item, right-click it in the
schedule, choose “Apply Appointment Suggestions,” then “Remove
Suggestion”

The lunch is removed (no


need to enter a reason)
Try it!
• Try booking a 30-minute lunch from 12:00 – 12:30 on today’s date
• Remove the lunch from the scheduler when finished

Right-Click, “Apply
appointment
suggestions,” and
“Remove Suggestion”
to remove the Lunch
Double-booking in Accuro
1. Right-Click your name at the top of the scheduler, choose
“Bookings,” then “Add Bookings” – a second column will appear for
double-booking:
Double-booking in Accuro
1. Right-Click your name at the top of the scheduler, choose
“Bookings,” then “Add Bookings” – a second column will appear for
double-booking:

Booking Column 1 Booking Column 2


Double-booking in Accuro
Items can now be double-booked in the schedule:
Double-booking in Accuro
2. To remove a column, reverse the process:
Right-click your name at the top of the schedule, choose “Bookings,”
then “Remove Bookings”
Print a day sheet
• A day sheet is a common medical office document.
• It is a list of all the patients coming in for an appointment in a given
day, and provides space for the doctor to enter notes.
• This sheet can be used (among other things) for billing at the end of
the day.
Print a day sheet
Print a day sheet
Print a day sheet
• Use the print or save controls at the top of the report viewer to print
or save the document:
Practice!
• Complete Workbook Chapter 2 chapter tasks – book all your patients
according to the instructions.
• Check your answers using the Answer Key (posted in the Accuro –
Scheduling in Accuro folder, on SLATE)
Practice!
• Once you have booked all your patients and checked your
answers, follow the directions in the Video Demo – Printing a
patient list that includes health cards (posted in the Accuro –
Scheduling in Accuro folder, on SLATE) to generate a patient list
IMPORTANT:
If you are not able to generate the list,
you are still responsible for checking
your patients to ensure all have been
entered and are assigned to you as
office provider.
If you cannot successfully replicate the
steps in the video, you will need to look
up each patient (by last name) and
confirm the details one at a time.

You might also like