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4.3 CREATING AN APPOINTMENT

4.3.1 Creating an Appointment for a New Patient

 

Select a Date

 

1) Click the scheduling icon  in the ICE Health menu bar.

2) Choose a date for the appointment by clicking a date on the calendar in the Schedule Bar to the right of the Schedule Dashboard.

4.6.22

3) Double-click an appointment time below the resource or provider in the Schedule Dashboard.

 

Select a Patient

 

1) In the Create Appointment dialog box, click the Patient icon patient search icon, then click Create New Patient at the bottom of the drop down list.

createapp4.3

2) In the Create Patient dialog box,  type the patient’s Last and First Name, click the patient’s Sex, and type the patient’s Date of Birth. The system will automatically search the patient database to check that this patient has not been entered previously.

create patient new (1)

Add any additional patient information after creating the appointment (see 4.2.1 Creating a Patient in Scheduling).

3) Click Create Patient.

4) The patient information should then appear on the Create Appointment dialog box.

5) The Appointment Date will be automatically set, but it may be changed by typing a date in MM/DD/YYYY format.  Alternatively click the calendar icon beside Appointment Date and click the date on the calendar.

Create appointment2

 

 

Edit Appointment Details

 

1) Choose an Appointment Type by clicking a type from Select a Type list.

appointmenttype

 

The Start Time will be automatically set to the time double-clicked in the Schedule Dashboard. The End Time will be automatically set based on which Appointment Type selected. Both Start and End Time may be changed. Depending on where you double-clicked in the schedule to create an appointment, you may see a Provider or Resource auto-selected for the appointment.

2) Select a Provider or Resource by typing the Provider/ Resource name  then selecting the desired Provider/Resource in the drop down menu. Alternatively, click the Advanced button to open the Advanced Provider and Resource Selection dialog box where the Provider/Resource can be filtered by Location, Schedule, Provider and Resource.

selectedprovidersandresadv

Please note, if the location of the appointment differs from the patients preferred location, an alert will appear confirming the location of the appointment.  

Please note, to remove the list of selected Providers/Resources click Remove All.

3) Click Save & Close.