For further information on Appointments, please refer to our User Manual. This section will assume basic understanding of the Atlas software, including creating and manipulating Patient Appointments.
When a User (staff) right-clicks on a scheduled Appointment they are presented with a menu of options. At the top of those options they will see either 'Cancel' or 'Missed'. These two designations interchange dependent on the time of the scheduled Appointment and the time the User is right-clicking. If the Appointment time the User is working with has passed, the option will read 'Missed'. Alternately, if the Appointment time is in the future, the option will be 'Cancel'. Both options will put the Patient into the Safety Net, however they will display in the 'reason' section as 'missed' or 'cancelled' and will color code in the Appointment Ledger accordingly.
To demonstrate the process of adding a Patient to the Safety Net we will outline a specific scenario. The bullet points in the 'Scenario' will be referenced throughout this section of information.
Scenario:
(Situation) Jim calls the office and explains he has been called away for work and will not be able to make his appointment scheduled for tomorrow. He goes on to say, he will call when he returns from his trip to reschedule the appointment. Jim is a relatively new patient to the office who has only been in for a couple of Appointments.
- Jim is a relatively new Patient
- He does not have any future Appointments booked
- His recommended care is 3x per week for 6 weeks (initial phase)
(Action) The CA would find Jims appointment and right-click on the appointment to display the menu with the option to CANCEL. When Cancel is selected the Contact Manager window opens for input. The Contact Manager is the interface to the Safety Net - where Users enter the details about the interaction with the Patient communication and schedule further action as needed.
See next section for details on the Contact Manager.