What's included in the Appointment Menu?

Details on the appointment context menu links.

Instead of constantly having to navigate through various menus and windows, the appointment context menu is a useful group of links that provide navigation shortcuts.

Some of the menu items are based on what you have enabled in your system.  If it has not been turned on by default in your system then it may not be a feature you require.

Example: You will not have the Complete and Chiro Bill turned on if you are not a Chiropractor working out of Manitoba.

 How Does it Work?

Simply select any appointment on the schedule to display the menu.

This link provides a detailed view of the appointment. See the full process of creating an appointment here. If the appointment is in Open or Arrived status, it will remain editable.

This link provides an option to essentially copy & paste the appointment.
Locate and select the preferred time on the schedule to complete the process.
Learn how to skip the product/service from being copied over here.

This link provides a simple appointment reschedule.
Locate and select the preferred time on the schedule to complete the process.

Shows the appointment is confirmed on the appointment block.  Once this has been selected you will get another option to Remove from Confirmed if needed.

This Patient Arrived link adjusts the appointment status border (enabled in Settings) and reveals the menu option to Remove From Arrived if necessary and Reset Back to Arrived if needed.

  



If an appointment is set to Appointment Finished, the border will appear as completed and the menu will reveal the No Bill option. This will remove the appointment from the Billing tab, and remain labelled as completed.

If your clinic is set up with Telus direct billing, this link will attempt a predetermination (not all insurers provide a Pre-determination option) to verify coverage validity and the total amount estimated to cover the appointment.

If your clinic is set up with a biller (such as Manitoba Health), use this link to submit a claim.

If your clinic is set up for Chiropractic Billing, use this link to generate a claim.  If this appointment has been arrived and set to Appointment Finished, there will be an option called Chiropractor Billing instead.

Set the appointment as completed and display the invoice checkout window.  If this appointment has been set to Arrived and set to Appointment Finished from the Arrived tab this will read Invoice Appointment.

A direct link to the Patient's Profile.

A practitioner can use this to view the patient's previous charts or create one for this appointment.

This link displays the Schedule Follow-up menu and to create a New Follow-Up.

This link can be set up to function as one of two methods.

It will either display a filterable window of appointment history, or
open a printable PDF of the patient's upcoming appointments.

If Print Labels are enabled, this link will display a menu to further define the size of the label required for print.

Select this link to view this specific appointment's actions history (staff edits).

This link sends the user directly to the Patient Profile > Insurance tab.

This link sends the user directly to the Patient Profile > History > Invoices tab.

View Link Sample Image

This opens a popup where you can select which intake forms you would like to email the patient.

This allows you to send an instant email reminder to the patient.

Allows you to send a text message to the patient if you have the text messaging package enabled.

This link displays the cancellation reason menu with an option to rebook from the waiting list.