Appointments: Difference between revisions
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To schedule an appointment, navigate to '''Appointments > Add Appointment'''. Select an available date and time, then choose a category (e.g., '''Telemedicine Call''' for a virtual session). Enter all required appointment information and click '''Save Changes''' to finalize. | To schedule an appointment, navigate to '''Appointments > Add Appointment'''. Select an available date and time, then choose a category (e.g., '''Telemedicine Call''' for a virtual session). Enter all required appointment information and click '''Save Changes''' to finalize. | ||
[[File:appointment_howto_video.mov|thumb|center|600px|'''Tutorial Video''' – Walkthrough of scheduling appointments in VEHRDICT.]] | [[File:appointment_howto_video.mov|thumb|center|600px|'''Tutorial Video''' – Walkthrough of scheduling appointments in VEHRDICT.]] | ||
== Navigating the Appointment List == | == Navigating the Appointment List == | ||
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* View full scheduling fields such as Category, Provider, Room, and Duration | * View full scheduling fields such as Category, Provider, Room, and Duration | ||
[[File:Appointments_nx.jpg|thumb|center|600px|'''Appointment Overview''' – View and manage scheduled visits.]] | [[File:Appointments_nx.jpg|thumb|center|600px|'''Appointment Overview''' – View and manage scheduled visits.]] | ||
== Using the Calendar == | == Using the Calendar == | ||
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* '''Filters''' – Use sidebar filters to organize appointments by provider or facility. | * '''Filters''' – Use sidebar filters to organize appointments by provider or facility. | ||
[[File:New_NX.jpg|thumb|center|600px|'''Calendar View''' – Schedule and manage appointments visually.]] | [[File:New_NX.jpg|thumb|center|600px|'''Calendar View''' – Schedule and manage appointments visually.]] | ||
== Appointment Categories == | == Appointment Categories == | ||
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* '''Procedures''' – Clinical or surgical procedures | * '''Procedures''' – Clinical or surgical procedures | ||
[[File:appointment_cat_nx.jpg|thumb|center|600px|'''Appointment Categories''' – Choose from multiple visit types.]] | [[File:appointment_cat_nx.jpg|thumb|center|600px|'''Appointment Categories''' – Choose from multiple visit types.]] | ||
== Patient Portal Integration == | == Patient Portal Integration == | ||
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* View upcoming visits synced with the provider’s calendar | * View upcoming visits synced with the provider’s calendar | ||
== Managing Appointments == | == Managing Appointments == | ||
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* '''View Patient Schedule''' – Access the full appointment history from the patient’s dashboard to avoid conflicts. | * '''View Patient Schedule''' – Access the full appointment history from the patient’s dashboard to avoid conflicts. | ||
= Adding an Appointment via Calendar = | = Adding an Appointment via Calendar = |
Revision as of 15:29, 4 July 2025
Appointment Scheduling
To schedule an appointment, navigate to Appointments > Add Appointment. Select an available date and time, then choose a category (e.g., Telemedicine Call for a virtual session). Enter all required appointment information and click Save Changes to finalize.
- Patient Dashboard – Click Patient Dashboard from the left sidebar to view full patient records including encounters, vitals, appointments, documents, labs, and more.
- View Appointments – Under Appointments, see all scheduled visits. Columns include:
* Date & Time * Visit Type * Status * Provider * Facility * Notes
- Appointment Details – Click any row to:
* Edit or delete an appointment * View full scheduling fields such as Category, Provider, Room, and Duration

Using the Calendar
- Calendar Overview – A visual, color-coded schedule of appointments.
- View Options – Toggle between Day, Week, Month, or List view.
- New Appointments – Click New Event to open the appointment editor.
- Filters – Use sidebar filters to organize appointments by provider or facility.

Appointment Categories
When creating a new appointment, select a category that reflects the nature of the visit:
- Office Visit – In-person consultations
- Telemedicine Call – Virtual video consultations
- Health & Behavioral Assessment – Specialized evaluations
- Procedures – Clinical or surgical procedures

Patient Portal Integration
If enabled, the patient portal allows patients to:
- Request and confirm appointments
- Schedule their own telemedicine sessions
- View upcoming visits synced with the provider’s calendar
Managing Appointments
- Update Status – After a visit, mark the appointment as Completed, Cancelled, or No Show.
- Edit Appointments – Adjust date/time, provider, or details as needed.
- View Patient Schedule – Access the full appointment history from the patient’s dashboard to avoid conflicts.
Adding an Appointment via Calendar
Follow these steps to add an appointment directly from the Calendar view:
Step 1: Select a Time Slot
- Navigate to the Calendar using the left-hand menu.
- Click a time slot:
* For a short appointment, click once. * For a longer appointment, click and drag over multiple time slots.
- The Edit Event window will appear.
Step 2: Enter Appointment Details
Fill in the following:
- Category – Choose from Office Visit, Telemedicine, etc.
- Facility – Select the visit location
- Patient – Click Add to link a patient
- Start Date/Time – Defaults to your selected time; adjust as needed
- Duration – Set appointment length in minutes
- Title – Add a short descriptive title
- Billing Facility – Optional if different from visit location
- Provider – Assign a provider
- Status – Choose Confirmed, Pending, Cancelled, etc.
- Room – Optional room assignment
- Notes – Additional comments or instructions
Step 3: Save
- Click Save Changes to add the appointment to the calendar.
- Click Close to exit without saving.
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By following these steps, you can efficiently manage your appointment workflow using VEHRDICT’s EHR platform — improving scheduling visibility, reducing errors, and ensuring patient satisfaction.