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Filopto Help Manual

Navigation: Front Office Tab > Scheduler

Appointment Info Summary

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Located in the Scheduler section, the Appointment tab presents the users with a summary of key information for a selected patient appointment. This function is only available when an appointment is selected (or highlighted) in the scheduler grid. The patient Info Summary automatically displays.

 

SchedulerPopup

 

Item #1 Displays the Patient Banner which contains patient key information

 

patientinfopanel

 

Item #2 allows users to view and change the current status of the patient.  

 

Item #3  the Room field provide information as to where and what process the patient is at during his/her visit.

 

Item #4 provides a quick access to key contact information of the patient. The  telephone icons in the contact and other screens permit users to automatically dial the patient's selected telephone number. This feature is called the Auto Dialer.  (see Auto Dialer)

 

Item #5 Provides quick access to the Patient EMR of the day.  Providers should use the EMR manager to access the exam record since it provides additional features not available with this button.

 

item #6 provides a quick link to edit the appointment screen.  You can also use the scheduler appointment icon or double click on the appointment to edit the appointment record.

 

Item #7 creates or opens an invoice associated with this appointment

 

Item #8 Gives access to the various reports and forms that the administrator has provided for use at appointment time.  You can add, delete or modify the forms and reports available by using the system Report and Form Manager.

 

Item #9 Gives access to the patient file and records.

 

Item #10 list the reason for the visit, it displays the comments or reason for exam entered in the appointment dialogue used to create the appointment.

 

Item #11 list the ad hoc reason/notes for the visit,  it displays the comments or reason for exam entered in the appointment dialogue used to create the appointment.

 

 

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