Appointment Scheduling

• View Appointment
• Create Appointment
• Checking Provider Availability
• Edit Appointment
• Changing Appointment Status
• Cancel Appointment
• Print Appointment Schedule

View Appointment

1. Click on the 'Calendar' icon on the Home Page and go to the 'Settings' option.
2. Check all the Provider and Facility Resources you need to show in the Calendar.
3. If the Providers are licensed to perform Telehealth Consultations, you can use the 'State License' filter to choose the State and view the Providers who are licensed for that State (The USA only).
   

Create Appointment

1. Click on the 'Calendar' icon on the Home Page.
2. Change the Calendar view to the 'Day' view.
3. Select the 'Provider' or 'Resource' View.
4. Provider view calendar:
   
5. Resource view calendar:
   
6. Click on an empty time slot to schedule an appointment or reserve the Facility Resource for the Patient. If you wish to book for a different date, select the date and schedule an Appointment or reserve the Facility based on availability.
   
7. Select the Patient by searching the Name (or) Record ID. If the Patient is new to the Practice, use the 'New Patient' link to add them to your Practice.
8. Choose the 'Visit Type'. Choosing the 'Visit Type' sets the duration of the Appointment automatically as per the pre-configured settings.
9. Choose the 'Appointment Mode'.
10. If the Appointment is needed over a period, then set the 'Date' option to 'Period' and choose the dates.
11. Enter the 'Reason' for the Appointment.
12. Enter the message in the 'Message to Patient' field if you wish to give any instructions to the Patient.
13. You can share the Consent forms and Pre-Appointment Questionnaires that need to be filled by the Patient from the Patient Portal Login (or) Kiosk.
14. Click on the 'Confirm' button to book the Appointment.

Double booking Appointments

If an Appointment is already booked for a slot, you can still book an Appointment for the same by clicking on the slot (the space near the previous Appointment). This opens up a new Appointment dialog box.

Checking Provider Availability

When the Patients call for Appointments, finding the Providers' availability by checking the schedule each day is a tedious task. To solve this problem, Charm allows you to find out the 'Provider Availability' with the help of filters.

To check the Provider's availability, follow the steps given below.

1. Choose the Provider Name.
2. If you need to filter the Providers who are licensed to do video consultation in a particular State, choose the State from the 'State License' dropdown.
3. Select the visit type or enter the duration of the visit.
4. Click on the Appointment slot that needs to be edited.
5. If required, enter the Patient's preferred Date/time.
6. Click on the 'Check Availability' button.

The available slots of the Provider are fetched and shown based on the selected criteria. From the available slots shown, click on a slot to book the appointment.

Edit Appointment

The Practice can edit an Appointment by following the steps below.

1. Click on the Calendar icon on the Home Page.
2. Change the Calendar view to Day, Week, or Month view.
3. Click on the Appointment slot that has to be edited.
   
4. Click on the 'Edit' option in the 'Appointment Details' dialog box and edit the appointment.
5. Click on the 'Confirm' button to save the changes.
   

Changing Appointment Status

The Appointment Status configured under the 'Settings > Calendar > Appointment Status' section can be changed according to the need. To change the Status, follow the steps given below.

1. Click on the Calendar icon on the Home Page.
2. Go to the ListView.
3. Click on the dropdown menu near the status of the Appointment.
   
4. Choose the Appointment status as required.
5. Click on the time to view the 'Workflow Audit'.
   
   

Cancel Appointment

The Practice can cancel an appointment by following the steps given below.

1. Click on the Calendar icon on the Home Page.
2. Change the Calendar view to Day, Week, or Month view.
3. Click on the appointment slot to be canceled.
4. Click on the 'Cancel Appointment' button in the 'Appointment Details' dialog box.
   
5. Mention the reason for the cancellation of the Appointment.
   
6. Click on the 'Confirm' button to save the changes

Print Appointment Schedule

To print an Appointment schedule, follow the steps given below:

1. Go to the Calendar icon on the Home Page.
2. Click on the 'Print' icon and select the 'Print Appointment' option.
3. Choose the date range, select the Providers whose Appointment schedules are to be printed, and click on the 'OK' button. You can also include the 'Other Events' and 'Cancelled Appointments' options in the printout.
4. You can choose either the 'Print Appointment' or 'Print the Current View' option based on your needs.