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Appointment Book Icons

Here are the definitions for all of the icons that will appear on the appointment book.

1. Future Appointment Status

Icon "<<" will help you know if you need to book a future appointment for the client.

  • Smith, Jane
    • There are future appointments booked for Jane Smith
  • <<Smith, Jane<<
    • There are NO future appointments booked for Jane Smith

2. Point of Care Form Attached

Quickly see if a PoC Form is attached and if it's complete.

    • PoC Form attached but not completed

    • PoC Form attached and completed

Attach a PoC Form by doing the following:

  • Right-click Appointment
  • Click Attachments
  • Click PoC Form Entries Tab
  • Right-Click white space
  • Click Add

3. Visitor

The client is from another location.

    • Appointment is not at client's default location

4. Appointment Type

Quickly identify which appointment type is booked.

Configure this icon by doing the following:

  • Click System Setup Tab
  • Click Clinical
  • Click Appointment Types
  • Add/Edit Appointment
  • Click Icon (top right)

5. Funding Stream

Quickly see how this client is being funded. 

    • Client pays own appointments

    • A standard third party funder is covering the appointments

    • Government funding is covering the appointments

    • This appointment is covered as a work related injury

    • This appointment is covered as a motor vehicle accident

Edit this icon in the client's treatment plan by doing the following:

  • Open Client Folder
  • Click Records Tab
  • Edit Treatment Plan
  • Click Diagnosis Tab
  • Set Funding Stream
  • Click OK

6. Appointment Status

Keep track of the status of the appointment.

 Confirmed

    • Client has confirmed they will attend appointment

 Rebooked

    • Client has rebooked their appointment

Cancelled

    • Client has cancelled their appointment

 No Show

    • Client did not show up for their appointment

 Arrived

    • Client has arrived for their appointment

 Completed

    • The appointment has been completed

 e-Reminder Sent

    • e-Reminder has been sent

 e-Reminder Confirmed

    • e-Reminder has been confirmed

Change the status by doing the following:

  • Right-click Appointment
  • Click Set Status
  • Select Status

7. Financial Status

Quickly see the financial status of the appointment.

 Balance owing on account

    • Balance owing on client's account
    • Appointment is not charged

 Appointment charged and balance owing on account

    • Balance owing on client's account
    • Appointment is charged

 Appointment charged and no balance on account

    • No balance owing on client's account
    • Appointment is charged

8. Third Party Coverage Status

Quickly see the status of third party coverage.

 Patient Payable

    • No coverage plan
    • Coverage plan has run out or expired
    • Coverage plan does not cover 100%

 More than 75% remaining

    • Coverage with more than 75% limits remaining

 Less than 75% remaining

    • Coverage with less than 75% limits remaining

 Plan expired

    • The plan has expired due to one or all of the following areas:
      • Expiry date
      • Max Covered
      • Max Treatments

You can review the status of the client's payment plan by doing the following:

  • Open  Client Folder
  • Click Billing Tab
  • Edit Payment Plan (top window)
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