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Appointments Tab 

Note:  Appointments should be added from the Appointments window.  (Click the Appointments Icon)

Click the Patient Icon

Open Patient

Click the Appointments Tab 

List of Appointments Tab

Scheduled and Current Appointments:  Displays all future appointments for this patient, this case.

Appointment History:  Displays the appointment history for this patient, this case.

Clinic:  Select the Clinic from the Clinic drop down to display appointments for a specific clinic.

Show: 

• All: Quixote defaults to All, this displays All Appointments
  
• Scheduled: Select Scheduled to only display Appointments with a Scheduled status.
  
• Rescheduled: Select Rescheduled to only display Appointments with a Rescheduled status.
  

Note:  Rescheduled means the appointment was rescheduled prior to the schedule appointment time.  (before it turned to a Missed status)

• Canceled: Select Canceled to only display Appointments with a Canceled status.

Note:  Canceled means the appointment was canceled prior to the schedule appointment time.  (before it turned to a Missed status)

• Deleted: Select Deleted to only display Appointments with a Deleted status.
• Recorded: Select Recorded to only display Appointments with a Recorded status.
• Completed: Select Completed to only display Appointments with a Completed status.
• Missed: Select Missed to only display Appointments with a Missed status.
• Missed and Canceled: Select Missed and Canceled to only display Appointments with a Missed and Canceled status.

Note:  Missed and Canceled means the appointment was Missed and then canceled.

• Missed and Rescheduled: Select Missed and Rescheduled to only display Appointments with a Missed and Rescheduled status.

Note:  Missed and Rescheduled means the appointment was Missed and then Rescheduled.  (Staff is doing a good job getting missed appointments rescheduled.)

Options:  Clicking any where in the Appointment History will activate the following appointment buttons:

• Reschedule
  
• Cancel
  
• Delete
  

Tooltips:  Check Tooltips and hover over any appointment to see details about the appointment. 

Tip:  Click column heading to sort selected column.

Hide / Display Options:  Right click and select Hide / Show Columns

Select which columns you would like to Hide (uncheck) or Show (check)

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New:  Click the New Button to schedule a New appointment for this patient, this case.  Note: Appointments are usually scheduled through the Appointments / Workflow window.

Reschedule:  Highlight appointment and click the Reschedule Button to reschedule an appointment for this patient, this case.  Note: Appointments are usually rescheduled through the Appointments / Workflow window.

Cancel:  Highlight appointment and click the Cancel Button to cancel an appointment for this patient, this case.  Note: Appointments are usually canceled through the Appointments / Workflow window.

Delete:  Highlight appointment and click the Delete Button to delete an appointment for this patient, this case.  Note: Appointments are usually canceled through the Appointments / Workflow window.

Review:  Highlight appointment and click the Review Button to review details for an appointment for this patient, this case.

Q-mmunicate Status: Highlight appointment and click the Q-mmunicate Status Button to view the Q-mmunicate status for an appointment for this patient, this case.  (Q-mmunicate is an optional appointment reminder service.)

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Print:  Click the Print button to select from drop down printing options

Cases & Policies:  Select Cases & Polices to print or view a Cases Report

• Cases:  Select Case from drop down to View/Print Case Report for a specific Case.
  

• Case Type: Select Case Type from drop down to View/Print Case Report for a specific Case Type.

• Case Status:  Select Case Status from drop down to View/Print Case Report for a specific Case Status.

• Fee Schedule:  Select Fee Schedule from drop down to View/Print Case Report for a specific Fee Schedule.

• Balance: Select Min and enter Minimum Amount and/or Max and enter Maximum Amount to View/Print Cases Report with specific balances.

• Credits:  Select Min and enter Minimum Amount and/or Max and enter Maximum Amount to View/Print Cases Report with specific credits amounts.
  

• Wrap Text if truncated (makes report longer):  Check Wrap Text if truncated to Wrap text.  Note: Creates longer report.
  
• Include Phone Numbers: Check Include Phone Numbers to View/Print Case Report with Phone Numbers
  
• Show Policies for each Case (with Balance breakdown): Check Show Policies for each Case (with Balance breakdown) to View/Print Case Report with Policies and balance breakdowns.
  
• Include deleted Policies:  Check Include deleted Policies to View/Print Case Report with deleted Policies included.
  
• Filter by Payor: Select Filter by payor from drop down to View/Print Case Report for a specific Payor.

• Include:  
  • Patients: Select Patients to View/Print Case Report for Patients.
  • Non Patients: Select Non Patients to View/Print Case Report for Non Patients.
  • Companies: Select Companies to View/Print Case Rep