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How to Schedule a Patient

*WARNING: It is important that you schedule your patient correctly and do not "ghost" chairs. Ghosting is when you reserve a chair for a patient that you have not confirmed the appointment date/time with or who you do not intend to actually see that day, but are using to hold the chair for another patient. If you are found ghosting, you will face disciplinary action by Dr. Johnson, Associate Dean of Clinical Operations and Patient Services.*

 

Scheduling via the EHR

Scheduling via the EHR can be done, but requires extra attention. It is based on the procedure that you wish to perform and does not consider which chairs are available or your clinic schedule. Make sure that you are requesting an appointment for a time slot that matches an available clinic session.

Steps:

  1. Find your available clinic sessions in the clinic schedule (the schedule for each semester is sent out at the end of the previous semester and can also be found in the "Scheduler" module in axiUm)
  2. Contact your patient to confirm that their schedule allows them to come to one of your available clinic sessions
  3. Open axiUm and select the patient that you wish to schedule in your Rolodex
  4. Go to your patient's EHR and click on the procedure that you wish to perform
  5. Option-click (right-click) on the procedure and select "Add Appt Request"
  6. Under "Appt. Code", select "2HR 30MIN"
  7. Under "Tx Discipline", select the appropriate discipline
  8. In the "Reason" box, write the procedure you plan to do that day
  9. In the "Clinic" drop-down menu, select the clinic you want to schedule in
  10. In the date selector, choose the date of your appointment
  11. In the "Session" drop-down menu, select the session you wish to schedule
  12. If you wish to leave a note for the schedulers, type it in the "Note" box and then click "Add Note"
  13. If this is a recall appointment, check the "Recall" box and click on the "Recall" button to open the patient's recalls. Double-click the recall to link it to this appointment request
  14. Click "Accept"
  15. You will be notified in the "Messenger" module when your appointment is scheduled

 

 

Scheduling via the "Active" tab

Scheduling via the "Active" tab is the easiest way to schedule an appointment because it is based on your clinic schedule and specific chairs/faculty is not considered. You will be given the first available chair in the specific discipline that you request.

Steps:

  1. Find your available clinic sessions in the clinic schedule (the schedule for each semester is sent out at the end of the previous semester and can also be found in the "Scheduler" module in axiUm)
  2. Contact your patient to confirm that their schedule allows them to come to one of your available clinic sessions
  3. Open axiUm and select the "Scheduler" module
  4. Click on the "Active" tab and select the desired date by clicking on the green date on the bottom left
  5. Option-click (right-click) on the time you wish to schedule your appointment and select "Make Appt Request"
  6. When the Rolodex pops up, select your patient
  7. Under "Appt. Code", select "2HR 30MIN"
  8. Under "Tx Discipline", select the appropriate discipline
  9. In the "Reason" box, write the procedure you plan to do that day
  10. In the "Clinic" drop-down menu, select the clinic you want to schedule in
  11. In the "Session" drop-down menu, select the session you wish to schedule
  12. Click on the "Tx Plan" box
  13. Select the procedure you wish to schedule and add it to the "Appointed Treatments" column by clicking on the ">" symbol and click "Close"
  14. If you wish to leave a note for the schedulers, type it in the "Note" box and then click "Add Note"
  15. If this is a recall appointment, check the "Recall" box and click on the "Recall" button to open the patient's recalls. Double-click the recall to link it to this appointment request
  16. Click "Accept"
  17. You will be notified in the "Messenger" module when your appointment is scheduled

 

 

    Related Information: Chair Reference Guide