Manage Pending Appointments

The Pending tab is designed to hold temporarily appointments that cannot be fully scheduled yet. Typically, appointments may be moved to the Pending tab because they require additional scheduling information.

Example: You are scheduling an appointment with a patient on the phone and the patient needs to call back to confirm the appointment, or if you are uncertain of a provider’s availability during a certain appointment block.

You can access the Pending tab to search for pending appointments. You can also perform a variety of other tasks related to appointments from the Pending tab.

Note: This tab is not applicable to Availability mode.

To manage pending appointments:

  1. Open the Scheduler module and click the Pending tab.

  2. Search for pending appointments.
    1. Complete the fields as necessary and click Search.
      2. Field Description
      Group

      Select a provider group from the drop-down list.

      Provider

      Click the ellipsis to display the Providers List window and select a provider.

      User

      Click the ellipsis to display the Users List window and select the entry user.

      If necessary, click the X to remove a selected user.
      Clinic Select a clinic from the drop-down list.
      Code

      Click the ellipsis to display the Appointment Code window and select an appointment type.
      For Patients assigned to Provider

      Note: This field is only enabled if the Provider field displays a provider.

      Select the checkbox to indicate that only pending appointments with patients assigned to the selected provider will be included in the search.
  3. Review the pending appointments.

  4. To perform another task, complete one of the following:

    1. Right-click a pending appointment and select Edit to display the Edit Appointment window.

      2. Tip: You can also double-click the appointment to display the Edit Appointment window.

    2. Make any necessary changes and click Accept.

    1. Right-click an appointment and select Cancel to display the Cancellation window.

    2. Complete the fields as necessary and click OK.

    1. Right-click a pending appointment and select Schedule to display as a yellow floating appointment.

    2. Click the Active tab and navigate to an open date/space in the calendar as necessary.

    3. Click and drag the floating appointment to position as necessary, then double-click to schedule at the new date/time.

    The Appointment Expert allows you to search for available times in the Scheduler and book appointments.

    1. Right-click a pending appointment and select Schedule With Expert… to display the Appointment Expert (Scheduling Appt) window.

    2. Complete the fields as necessary and click OK.

    1. Right-click an appointment and select Show History... to display the Appointment History window.

    2. Select a listed record and review the information as necessary.

    1. Right-click an appointment and select Appointment Planning… to display the Appointment Planning window.

    2. Add and manage appointments for the patient as necessary.

    1. Right-click an appointment and select Add to Wait List to display the Add to Wait List window.

    2. Complete the fields as necessary and click OK.

    Chart requests control access to paper charts so only one person may use a chart at one time. In most cases, an automatic chart request is sent when the appointment is scheduled, but you can make manual chart requests when necessary.

    1. Right-click an appointment and select Chart Request to display the Request Chart-Out window.

      2. Note: If the patient has an electronic chart, a prompt displays. Click Yes to display the Request Chart-Out window.

    2. Record the time, location, and reason needed and click OK.

    1. Right-click an appointment and select Patient Recalls to display the Patient Recalls window.

    2. Add and manage recalls for the patient as necessary.

    1. Right-click an appointment and select Appointment Treatments to display the Appointment Treatments window.

      2. Note: Only approved planned treatments display.

    2. To add planned treatment(s) to the appointment, select the listed treatment(s) and click the > button to move to the Appointed Treatments pane.

    3. Click Close.

    1. Right-click an appointment and select Notes to display the Appointment Notes window.

      • To add a note, enter the note text and click the Add a new Record () icon.

      • To delete a note, select a listed note and click the Delete Record () icon.