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 25% remaining

• Coverage with more than 25% limits remaining

 Less than 25% remaining

• Coverage with less than 25% 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)