List View
‘List View’ allows users to view a client’s schedule as well as appointment details in a convenient list view.
Below are the descriptions of the fields in the List View which helps the user to filter the appointments view:
1. Zone - Zone name (Select from the drop-down)
2. Client - To view appointments of a particular client. (Select from the drop-down)
3. Authorisation - To view appointments for all the clients of specific authorization. (Select from the drop-down)
4. Service Type - It can only be selected after selecting an authorization. (Select from the drop-down)
5. Provider - To view all the appointments for a certain provider. (Select from the drop-down)
6. Days - To filter days of the appointments (Select from the drop-down, multiple days can be selected)
7. Status - (Select from the drop-down)
8. Funding Source - (Select from the drop-down)
9. CPT Code - Filter through CPT code. (Enter or choose from the drop-down)
10. From Date - (Enter *date* in the date format MM/DD/YYYY)
11. To Date - (Enter *date* in the date format MM/DD/YYYY)
12. Not Billable - To filter non-billable appointments (Checkmark)
13. Not Payable - Filter appointment is not payable to the providers. (Checkmark)
14. Internal Appointment - (Checkmark)
15. Include Inactive - To view appointments for inactive clients and providers. (Checkmark)
(New Feature)
16. Has Issue - To display appointments that have some issues. (Checkmark). After clicking the check box you will receive an option to select the issue.
Choose the filters accordingly to reach your exact search. Click on 'Filter' and all the appointments will be displayed which you can view as per day, week, or month.
Authorized users have the ability to create appointments from the List View by clicking on the Create Appointment button.
Users can view Soap notes from the List View which are indicated by three lines as shown below:
Different colors of the soap note indicate its status.
Green - complete and submitted
Red - incomplete and saved in draft
Grey - not filled
Similarly for the signature (Sign). It is the parent signature that a provider attains before rendering the session. If it is not signed by the parent then the sign icon will show red color and if it is done will show green.
If there is any issue with your appointment which could be double-booked, over frequency, or anything then the user can click on the issue icon and see the issue.
The scheduler can add notes for the appointment under Notes.
P notes are the provider notes that the provider fills if they need to add any additional information regarding the session.
In addition, users can make changes in the appointments. To edit an appointment, click on the checkbox next to the appointment. To make bulk changes, users can select multiple appointments by clicking the Select All button which is located at the bottom of the page. At the bottom of the page, the user will also be able to view the Action drop-down from where you can change session status, location, and provider to existing sessions by selecting an appropriate action from the dropdown menu. After selecting the appropriate action, select the appropriate selection from the secondary menu and click on 'OK' to save the changes.
A user can edit some of the information by clicking on the edit icon (next to the checkbox) as well.
As seen in the below picture, some sessions are outlined with the yellow highlighted color which are indicating that the provider has been paid for those sessions. Similarly, a session outlined in blue indicates that the session is billed for the client. If the session is billed as well as paid then it will show a green outline.
***New Feature***You may now view Appointments with issues in list view.
Go to Appointments/List view/Check the box for has issues/Select from the issues list/scroll to the right to view issue column/Click on the green circle with the white exclamation mark and a pop will appear at the top of your screen with the description of the issue.
