Appointment Scheduling

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

View Appointment

1. Navigate to Home page and click on Calendar icon
2. Click on the 'Settings' link at the right end.
3. Check all the provider and facility resources you want to show on the calendar
4. 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 (USA only feature)
   

Create Appointment

1. Navigate to Home page and click on Calendar icon
2. Change the calendar view to 'Day'
3. Change the view to Provider or Resource
4. Provider view calendar:
   
5. Resource view calendar:
   
6. Click on any empty time slot to schedule an appointment or reserve facility resource for patient for that day. If you wish to book for a different date, select a date through Calendar icon and schedule appointment or reserve 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" automatically sets the duration of the appointment as per the pre-configured settings.
9. Choose the "Appointment Mode"
10. If the appointment is needed over a time period, then set the "Date" option to "Period" and choose the dates.
11. Enter the "Reason" for the appointment.
12. Enter the "Message to Patient", if you wish to any instructions to the patient.
13. You can optionally share consent forms and pre-appointment questionnaires that needs to be filled by the patient from his patient portal login (or) Kiosk.
14. Click on 'Confirm' button to book the appointment

Double booking Appointments

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

Checking Provider Availability

When patients call in for appointments, finding provider's availability by going through each day on the calendar is a tedious task. To solve this problem, ChARM allows you to find out 'Provider Availability' with the help of filters.

To check provider's availability

1. Choose the Provider Name
2. If you want to filter providers who are licensed to do video consultation in a particular state, choose that state from the 'State License' drop down.
3. Select the visit type or enter the duration of the visit
4. Click on appointment slot which has to be edited
5. If required, enter the patient's preferred date/time
6. Click on the 'Check Availability' button

Available slots of the provider are fetched and shown based on the selected criteria. Out of the available slots shown, click on a slot to book the appointment.

Edit Appointment

Practice can edit an appointment if needed by following the steps mentioned

1. Navigate to Home page and click on Calendar icon
2. Change the Calendar view to Day, Week or Month view.
3. Click on appointment slot which has to be edited
4. Click "Edit" on "Appointment Details"
   
5. Edit the appointment
   
6. Click on "Confirm" button to save changes

Cancel Appointment

Practice can cancel an appointment if needed by following the steps mentioned

1. Navigate to Home page and click on Calendar icon
2. Change the calendar view to Day, Week or Month view.
3. Click on appointment slot which has to be cancelled
4. Click "Cancel Appointment" button on "Appointment Details"
   
5. Mention reason for the cancellation of the appointment
   
6. Click on "Confirm" button to save changes

Print Appointment Schedule

To print appointment schedule, follow the steps given below:

1. Navigate to Home page and click on Calendar icon
2. Click on the 'Print' icon
   
3. From the popup, choose the date range, select the provider's whose appointment schedules has to be printed and click on 'OK' button. You can also include 'Other Events' and 'Cancelled Appointments' in the print out by selecting the respective options.