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)

Reference Guide

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.)

Reference Guide

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 Report for Companies.

• Billing Provider:
  

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