Desktop

Users with a Billing ID in their user profile display in the provider selection list.

• Users can set their schedule to display upon login by going to Tools > Preferences > [user] > Application Settings > General and selecting the Automatically pull schedule checkbox
• Users without a billing ID can select this checkbox and then select a provider or resource from the For User list to set a default schedule display
• Clinic Administrators can set the Patient List display to the schedule of the logged in user only by going to Tools > Preferences > CLINIC > Clinic Settings: Display and selecting the Limit provider schedule display to current user only checkbox
• The ability to view cancelled appointments on the patient list can be enabled by the Clinic Administrator by going to Tools > Preferences > CLINIC > Clinic Settings: Display and selecting the Display cancelled appointments on patient list checkbox

The Patient List defaults to the current date but can be adjusted using these features:

• Today button: sets the calendar view to the current date
• (back) and (forward) buttons: advance the calendar view backward or forward in one-day increments
• (calendar): opens a calendar for the selection of a specific date

Appointments on the patient list are generated from a practice management (PM) system interface. Changes to appointments cannot be made through the Patient List and must be updated in the PM system. Clinics without a PM interface are able to add and update appointments manually.

• The Patient List refreshes automatically but can be updated on demand by clicking the Refresh button
• The following status icons can display next to a patient appointment:
  • (green check mark): patient checked in
  • (purple check mark): patient checked out
  • (red x): no-show appointment
  • (grey x): cancelled appointment
  • (white/open circle): patient has an open encounter for the appointment
  • (grey circle): patient has a finalized encounter for the appointment
• The absence of an open or finalized encounter icon indicates an encounter has not been created for the appointment
• To create a task from the patient list, select the patient and click Create Task
• To view a patient's chart or current open encounters, select the patient and click Open or double-click the patient data row

Permissions

Users must have an Access Level of Restricted Chart Entry or Full Chart to create a new encounter.

Encounters for scheduled appointments should be created directly from the Patient List. Using a workflow different than the steps listed below will not associate the encounter with the scheduled appointment.

1. From the Patient List, select the appointment and click Start Encounter
2. Select the encounter Type
3. Optional: select the encounter Location
4. Click OK

The date for encounters created from the Patient List will default to the scheduled appointment date. Selecting a different date will prompt a warning on the encounter creation window and each time the encounter is opened.

1. From the Active Charts list, click Pull/Create Chart
2. Type the patient information in one or more of the patient search fields
   1. A search cannot be performed on First Name or Birth Sex criteria only
3. Optional: refine the search results by specifying any of the following filters:
   • Search Mode: select Exact to return results that are an exact match to the typed information or leave defaulted to Partial to include partial match results
   • Search For: select Inactive/Deceased, All, or leave defaulted to Active to display patients who match the selected status in the search results
   • Clinic Provider: select a provider or leave defaulted to All to display patients assigned to the selected Clinic Provider

4. Click Search

   

5. From the Patient Search results, select a patient and click Pull to add the patient to the Active Charts list or click Pull+Open to add the patient to the Active Charts list and open the patient chart

Clicking Clear Fields resets the search criteria to enable the user to perform another patient search.

1. From the Active Charts list, click Pull/Create Chart
2. Perform a patient search to verify the chart does not exist
3. Click Create Chart
4. Populate the required fields:
   1. Last Name
   2. First Name
   3. Birth Sex
   4. DOB
   5. Clinic Provider
   6. Acct #
      1. Type the number in the field or click Generate Temporary Account Number
      2. Account # can be alphanumeric
   7. Zip Code
5. Populate the remaining demographic fields if the information is available
6. Click Create Chart
7. Click OK to acknowledge the patient has been created

The new patient chart will display in the Patient Search results. Click Pull to add the patient to the Active Charts list or click Pull+Open to add the patient to the Active Charts list and open the patient chart.

Warning

Clinics with a practice management (PM) system interface should create patient charts in the PM system. Charts created in Sevocity are not created in the PM system and could result in duplicate patient records.