Scheduling
A booking is refused when the provider or the room is already taken, and schedules its own reminders.
Where to find it
- Module: EHR
- Group: Access & Operations
- Section: Administration
- Screen: Scheduling
Address in the console: /ehr/appointments
List · 9 columns · 10 fields on its form · 1 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Appointment | Code | appointment_no |
| Patient | Text | patient_name |
| Type | Status | appointment_type |
| Provider | Text | provider_name |
| Department | Text | department_name |
| Room | Code | resource_code |
| Starts | Date and time | starts_at |
| Telehealth | Yes or no | is_telehealth |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Patient required | Choice | Looked up from existing records | |
| Provider | Choice | Looked up from existing records | |
| Department | Choice | Looked up from existing records | |
| Room or resource | Choice | Looked up from existing records | |
| Type | Choice | Configuration list | |
| Starts | Date and time | ||
| Ends | Date and time | ||
| Reason | Text | ||
| Telehealth | Yes or no | ||
| Status | Choice | scheduled, confirmed, arrived, roomed, in_progress, completed, no_show, cancelled |
What you can do here
Book primary
Book an appointment
Asks for: Patient* Provider Department Room or resource Type Starts* Minutes Reason Telehealth
Check in primary
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.