Appointment List Updates

Owned by Dawn Mackey
Last updated: Jun 30, 2022
2 min read

Change Highlights:

  • Added Appointment ID Filter to Non EVV View

  • Moved the Appointment ID column from last to first order

  • Reordered validation column in appointment list export

Appointment ID Filter Added to Non EVV Billing View

Good to Know:

  • Series id and single occurrence appointment id can be searched.

  • Enter only “number” format.

 

Single Occurrence Appt ID Search

Enter Appointment ID for single occurrence appointments

Good to Know:

  • The system does not require the Appointment Date From and To fields to be entered since a single occurrence appointment has its own unique ID.

  • A single occurrence appointment can be created when:

  1. User creates appointment that is not recurring

  2. User verifies or completes a session note for an appointment that was part of the series, which results in the system creating a unique appointment id.

 

Series ID Search

  • The system requires the Appointment Date From and To fields to be entered since the appointment series can include appointments that exceed a 92 day period.

 

If there are appointments that have both a series ID and Appt ID, the single occurrence Appt ID will be displayed in the Appt ID column

 

HAPPY SEARCHING!