Deck 13: Setting up Appointments

Question 1

Carlos Lopez has just called to say that he lost his appointment card and cannot remember the time of his December 1 appointment. He thinks he may have a scheduling conflict. If the appointment is in the morning, he wants it changed to 2:00 the same day. If the 2:00 slot is not available, he needs to make the appointment for the next day at the earliest possible time.
1. In Office Hours, go to December 1, 2010.
2. Find out who Lopez?s doctor is by calling up the Patient/Guarantor dialog box in Medisoft. Select the Other Information tab, and check the Assigned Provider box. Then select Lopez?s provider from the Provider drop-down list in Office Hours.
3. Locate Mr. Lopez?s appointment.
4. Check to see whether 2:00 P.M., the time he wants the appointment changed to, is available.
5. Since 2:00 is not available, move to December 2 on the calendar, and see if 8:00 A.M. is available.
6. Go back to December 1. Move Mr. Lopez?s appointment from December 1 to December 2. (If you do not remember how to move an appointment, see Chapter 11.)

Answer 1

Carlos Lopez      Appointment

Question 2

Jackson?s sister is on the phone. She will be taking care of the Jackson twins, Darnell and Tyrone, on Saturday, December 11, 2010, and she needs to make appointments for both of them for physicals and tetanus shots sometime after 9:00 A.M. That is the only day they can come in, so she hopes you can accommodate her. She does not remember the name of their doctor.
1. Find out who the boys? doctor is by looking up the information in Medisoft.
2. Go into Office Hours, and check the provider?s schedule for December 11. The doctor is booked solid from 8:00 A.M. until she leaves at 1:00 P.M.
3. Check the schedules of Dr. McGrath and Dr. Beach. Since Dr. McGrath is unavailable, book Darnell in the 10:30 A.M. time slot and Tyrone in the 10:45 A.M. slot with Dr. Beach.

Answer 2

Darnell Jackson, Tyrone Jackson      Appointments