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
- To accept patients in queue:
- Click on the patient’s name.
- Confirm the accommodation.
- 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. |
- 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.
- Click “Save” to proceed patient to their next queue.
- Click “Save & End Encounter” to end the patient’s encounter.
Appointments
Users can also set the patient’s next appointment.
- 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.
- 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.
- To confirm an appointment:
- Click the time of the appointment on the calendar.
- Click “confirm”.
- To cancel, just click “Cancel Appointment”.