PATIENT MANAGEMENT PROGRAM
Appointment Status
The appointment status will let you know if a patient is expected, arrived, completed, rescheduled or has
cancelled their appointment based upon the colour and font of the patient name on the appointment book.
Some hotkeys are offered to change the status of appointments. To use hotkeys position the cell pointer (black
box) on the patient that you wish to change the status of by using the arrow keys on your keyboard.
Arrived
‘Arrived’ appointments are blue. To 'Arrive' a patient simply press the A key.
Missed
‘Missed’ appointments are red. When a patient has missed an appointment, press the
M key.
Unconfirmed
An ‘Unconfirmed’ appointment is italicized. It does not have a hotkey.
Unconfirmed appointments require reminder calls.
Confirmed
‘Confirmed’ appointments are black. Change the status of an
‘Unconfirmed’ appointment to ‘Confirmed’ by pressing the C key.
Rescheduled
A 'Rescheduled' appointment has a red underline. It has no hotkey.
Postponed
‘Postponed’ appointments are italics with a black strikeout. The hotkey is the P key.
Postponing an appointment will add the patient to the Past Due Recall list.
Cancelled
A ‘Cancelled’ appointment are italics with a red strikeout. There is no hotkey.
’Cancelled’ will add the patient to the Long Term Recall List.
Done
When you have finished processing a patient the appointment status automatically
changes to ‘Done’.
At any time throughout the day you can see exactly what the status is for each and every patient on your
appointment book.
Names within a yellow cell indicate patients who are at least 5 minutes late.
Changing the Appointment Status
To change the appointment status on the appointment book, use the hotkeys where applicable by positioning
the cell pointer on the patient name and typing the hotkey associated with the correct status. The cell pointer
has a black border. Move the cell pointer by using the arrow keys on the keyboard. To change a status that
does not have an associated hotkey click onto the patient name from the appointment book screen and choose
the status of choice from the Edit Appointment Information screen. Click Finish.
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Customizing PMP for Your Office