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IMPORTANT NOTES ON THIS FEATURE: The following are instructions on how to hold an appointment for patients who reach out to you, but need to be scheduled with you through the Call Center. This feature will ensure that the patient appointment is created within the limits of your schedule, and when the patient contacts the Medical Center (Call Center) to schedule the appointment with you, they will have the ability to see the appointment you held for your specific patient to book accordingly. If patients are not referred to you through Tridiuum, you run the risk of claims being denied by the insurance company. Please reach out to your affiliated organization with any questions in regards to claims and billing.

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4. The “Create Hold” box will appear to input the appointment information. If you belong to more than one site, select the site you’d like the appointment at, the patient MRN (Tridiuum will search for the patient MRN in the organization's electronic health record system), the date and time the appointment will be scheduled for (appointments will always be 1 hour long, as this is for intake appointments ONLY). Indicate whether the appointment will be in person, or virtual. Choose your assessment type. Select email, text, or both by checking the corresponding box. Enter or confirm patient email address/ phone number. Also, add any notes you’d like to add about the patient or appointment for your purposes. Click “Create” to add the appointment to your calendar.

*IMPORTANT: Do not input any leading zeros when entering the MRN. Example: If patient’s MRN is 00001234, input 1234 as the MRN. Once MRN is input, click on the ‘Start Date’ box so the system knows you are done inputting the MRN which will allow it to confirm the MRN with Kaiser and populate the box with the patient’s info as seen in screenshot below.

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