Managing your Clinic’s EMR Queues and Appointments

EMR > Queues

Medical Records users have queue labels of their own. They have the ability to view patients in queue, accept patients in queue, delete/reject and skip patients in queue, postpone and re-queue patients, proceed patient to next queue, and lastly, bill the patient for their encounter.

Steps in Managing Queues

1. To accept patients in queue:
   • Click on the patient’s name.
   • Confirm the accommodation.
2. To postpone or reject patient in queue:
   • Click the “more options” button
   • Click “Postpone” to put patient in the postpone tab.
   • Enter reason for postponement.
   • Click “Cancel” to remove patient in queue.
   • Enter reason for cancellation.

IMPORTANT NOTE:Postponing can also be done in the queue list by clicking the “More Options” button and then selecting “Postpone”.

NOTE: Once accommodated, the user will be directed to the encounter page wherein they can perform the same actions as discussed in Records Management.

1. To bill a patient:
   • Click the “Bill Encounter” button.
   • User will automatically be directed to a billing invoice wherein users can add more service item, product item, and coupon item.

1. Click “Save” to proceed patient to their next queue.
2. Click “Save & End Encounter” to end the patient’s encounter. 

Appointments

Users can also set the patient’s next appointment.

1. To add a new appointment:
   • Click the appointment button
   • Select the appointment type, time, the clinic staff to attend to the patient, the name of the patient, and the reason for appointment. 
   • Click “create” to save.

1. To set an appointment through the Doctor Dashboard:
   • Click the desired date of the appointment. 
   • Select the appointment type, time, the clinic staff to attend to the patient, the name of the patient, and the reason for appointment. 
   • Click “create” to save.

1. To confirm an appointment:
   • Click the time of the appointment on the calendar.
   • Click “confirm”. 
   • To cancel, just click “Cancel Appointment”.