EHR Update: Gain more insight into appointments from your scheduler

Your feedback goes into everything that we do as we continue to make your EHR even better. This December, we’re excited to launch three top-requested features to the scheduler. You’ll now be able to easily track copay collections, confirm appointments, and receive alerts for facility conflicts right from your EHR.

Easily track copays in the Schedule

Patient copay information from their primary insurance will now flow into a new Copay column in the Appointments tab of your Schedule. Add, edit, or mark as paid to easily manage patient payment information.

View our step-by-step guide to learn more about tracking patient copays.

Update appointment confirmations

Quickly mark whether an appointment is confirmed or unconfirmed to keep track of a patient’s appointment status. Click Edit confirmation from the Appointments tab of the Schedule to update their information.

Scheduled appointments

View our step-by-step guide to learn more about appointment confirmations.

Receive appointment conflict notifications

You’ll now also receive notification if the provider you’re scheduling is already booked at another facility for that selected time. Click Cancel to edit the appointment or click Allow schedule conflict to complete the booking.

facility conflict

View our step-by-step guide to learn more about conflict notifications.

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