Reassign Appointments in a Request Go to the Appointment reassignment section. 2. Within the Appointment Reassignment section, you must follow a series of steps to reassign appointments correctly. Complete the required date range fields (From/To) and, if you wish, apply optional filters such as Professional, Request, Practices, or Patient. 3. Then press Search. 4. Select […]
Edit Practices in a Request Go to the Requests section. 2. In the Actions column, click the Edit button. 3. Go to the Practices/Modules panel and find the procedure you want to modify. Click Edit in the corresponding Actions column. 4. Make the necessary changes and click Save Practice. 5. If needed, you can also […]
Assign Schedule to a Professional and View Calendar Go to the Requests section. 2. In the Actions column, click the Assign Schedule button. 3. Once inside, in the Procedures/Modules panel, in the Actions column, click Edit on the procedure you want to assign. 4. Next, click Assign Professionals. 5. Assign a professional to each appointment […]
Approve/Reject Practices/Modules in a Request Go to the Requests section. 2. In the Actions column, click the Accept/Reject Procedures/Modules button. 3. Within the request, in the Actions column, choose whether you want to accept or reject the necessary procedures. 4. Then, press “Accept”. 5. At the top right you will see the notification confirming that […]
Activate/Deactivate Request Go to the Requests section. 2. In the Actions column, click the Activate/Deactivate request button. 3. To deactivate a request: select the start date and end date for the deactivation, then click Accept. 4. Finally, press “Confirm”. 5. To activate an inactive request: follow the same procedure and click Activate. 6. Finally, press […]
Cancel Request Go to the Requests section. 2. In the Actions column, click the calendar icon with a cross to cancel the request. 3. Choose the type of cancellation: 4. Partial cancellation by practice/module: select the practices or modules to cancel, write the reason, and click Accept. 5. Total cancellation: enter the reason and click […]
Edit Request Go to the Requests section. 2. Within the Requests section, in the Actions column, click the pencil icon (Edit). 3. Make the necessary changes: Edit the Clinical Data (Main diagnosis and Admission diagnosis). 4. Next, click on “Apply changes”. 5. Add new practices in the Practices/Modules panel. 6. If you add, you will […]
Create Request Go to the Requests section. 2. Click + Create Request. 3. Select the patient by searching with their first name, last name, or ID number. 4. If the patient has more than one payer, select the appropriate one. Set the start and end date range for the request. 5. In Clinical Data, enter […]
View Appointments on Calendar After approving a request with appointments, open the Calendar. 2. Select the day you want to review to see the scheduled appointments. Appointments will be displayed with the following statuses: Pending Approval, To Visit, Canceled, Completed, and In Progress. Related topics
Sign Appointment Complete the patient’s health fields inside the appointment. Tap Finish Appointment. 2. Request the patient’s or family member’s signature: tap + Add and enter the corresponding clarification. 3. If the signature was entered incorrectly, you can edit it and try again. 4. Press Confirm to finalize the appointment correctly. Related topics
