Configuring appointment reasons

You can create different appointment reasons that automatically populate a default length, description, and fee code, such as for complete physical exams.

Steps

1. From the scheduler menu, choose Configure > Appointment Reasons. The Appointment Reason Maintenance window opens with a list of your current appointment reasons.

2. To add an appointment reason, click the new button .
3. To modify an appointment reason, click its Internal ID.
4. Use the following table to enter information.
Field Description

Internal ID
(read-only)

Leave blank; automatically-generated number.

Default Visit Template

Optionally select the SOAP template that automatically opens for visits with this appointment reason. For example, if a patient has an appointment with the appointment reason “Diabetes checkup”, you can have the CDM Diabetes SOAP template open automatically.

Complete Description

Type a descriptive name for the appointment reason.

Short Description appearing on screen

Type a short description of the appointment reason. This appears in the appointment slot on the scheduler.

Include in Continuity Count

To include appointments with this appointment reason in the Continuity Count Reports, select the Include in Continuity Count check box.

Color

To display a specific background color in appointments with this appointment reason, click Set Color and choose the colour you want.

Default Fee Code

When a bill is created for a visit with a specific appointment reason, you can specify a default service code to automatically populate the bill.

Default ICD9 Code

When a bill is created for a visit with a specific appointment reason, you can specify a default ICD9 diagnosis code.

Default Length

Select the length of time the appointment is automatically booked for.

Default Demand

If your clinic uses advanced access scheduling (see Advanced access scheduling), set the default demand to External or Internal.

Web Booking area

See Enabling specific days and time slots for online booking.
5. To edit an appointment reason, click it in the list and change its information.
6. To delete an appointment reason, click its Internal ID in the list and from the File menu, click Delete.
7. Click Save .

 

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