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.

 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.

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

  



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.

Set the appointment as completed and display the invoice checkout window.

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 Followup menu.

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.

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