Using Scheduling Templates to Your Advantage · cut back on confusion and scheduling errors Created appointment called “Day Clinic” and only schedulers are allowed to use this
Post on 17-Mar-2020
1 Views
Preview:
Transcript
Using Scheduling
Templates to Your
Advantage
Presented by Kylie Mills
Ortho Northeast
Ortho Northeast
An Orthopedic practice founded in 1962
12 locations throughout northeast Indiana
26 physicians, 7 anesthesiologists, 13 CRNAs, 24
mid-levels, 14 PT/OT
This might be how you feel when
hearing the words “Schedule
Template”…...But……
….I am here to help you take full
advantage of the tools that are
at your fingertips. So you have
more time for….
Patients
Physician & Staff
Objective 1 - Review the basics of building
Centricity Schedule Templates
Objective 2 – Gain understanding of how
templates and schedules can be used to save
time later
Objective 3 – See 3-5 tools that can reduce
scheduling errors and help mid to large size
practices keep track of staff and providers
Limit Appointment Types
We limited the amount of appointment types we have
We limited each provider to 15 minute appointment time intervals to
cut back on confusion and scheduling errors
Created appointment called “Day Clinic” and only schedulers are
allowed to use this spot within 24 hours.
Helps with last minute/emergent add on patients
Templates
• Symbols
• Date
• Other options:
• Day of the
week and
time frame
using the
templates
• When to
“inactivate”
Daily Limit: Appointment
Type and Financial Class
Manual Template Changes
BeforeAfter
Resource Appointment vs.
Block Out Appointment
• You can report on Block out
Appointments
• You cannot report on Resource
Appointments
• We use Resource appointments
as this pulls thru to our physicians
calendars
Physicians Calendar (viewable on their phones)
On Call
Schedule
On Call Calendar
• Do you have multiple facilities?
• Do you have rooms to count?
• Do you have physicians wanting to sign in
last minute?
We have those same issues daily and we
created a report to give us a view of the
whole week where each provider is and how
many rooms are avail at each location.
Tracking Issues?
“Who’s Where” Report
“Who’s Where” Room Count
Tracking Early/Late Clinics
Late Clinic Calendar
Mid-Level Templates
Mid-Level Float Schedule
More Mid-level Float Schedules
Tips
List viewenables you to view past
schedules
“Coloring” Preparation for Appointments
Auto - Coloring
Appointment Status for Staff Scheduling
X-ray and
PACS based
on appt type
• Based on observations from the EMR, with several built in
filters the appt type is automatically changed to “x-ray” so
when the patient arrives, the x-ray staff are alerted thru auto
flags in the EMR that the patient needs an x-ray prior to
seeing the physician.
• The EMR flag helps generate the PACS demographics.
Triage Scheduling Form
Pop ups in the Triage form that help staff
schedule correctly in Centricity PM
Contact Information:
Kylie Mills
Kmills@orthone.com
Hopefully you feel a
little more like this…….
top related