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  1. Managing appointments through Tridiuum helps prevent double booked appointments.

  2. Appointments scheduled by the Call Center through Tridiuum will automatically prevent the provider’s available time slot from being booked again. Your intake availability slot will be visible on your calendar to ensure you know that it was an intake availability slot filled.

  3. When an appointment is scheduled in Tridiuum, the patient will receive an email from Tridiuum1 Notifications for them to confirm their appointment. If they do not confirm their appointment, they will still receive reminder notifications and assessments and the appointment can still be held.

  4. Patient appointments can also be managed from the patient profile under the VISITS tab. Click +ADD VISIT.

  5. Create your appointment.

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Creating patient appointments

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  1. A hold appointment is for when a patient is requesting to meet with a specific provider but needs the proper authorization to ensure their needs are met and the claim is approved. The provider can create a hold to block out a time that is convenient for both the patient and the provider. The patient must then be told to contact their local Medical Center to go through the proper screening to have the appointment booked with you or their provider.

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It is very important to note that a hold appointment is not a guaranteed referral, it just let’s the patient know that you are available for them.

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  1. If you schedule the visit on the Tridiuum ONE scheduling calendar, select the Visit Type (Psychiatry Intake 60 mins for an intake appointment or Psychotherapy - 60 min for ongoing appointment).

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  2. Click In person appointment.

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  3. Next, select the Assessment Type (Mental Health for an adult and Youth Mental Health for a child).

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  4. To ensure that the appointment is sent to the patient, you must select the Send via Email and/or Send via Text option and type in the patients preferred email address and phone number. This ensures they are also providing consent to communicate via email or text.

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  5. Once scheduled, the patient’s assessment will be sent to them 20 minutes in advance to complete the assessment. If the assessment is not completed by the patient, we recommend the provider proctor the assessment to the patient at the time of their visit.

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  1. Your Tridiuum ONE profile is a combination of your personal, professional, and site information to ensure that the patients meeting with you best match you based on your specialties and location. Your patient will also receive a link to your profile when an appointment is booked with you. It is important to complete all your profile information to ensure you receive the best patients for you.

  2. The personal and professional portion of profile creation must be completed by the individual provider. Another user can not manage this portion of their profile.

  3. The site portion of the profile is meant for all users who work at that location. It is not specific to each individual user. It is the only portion fo the profile that effects all users who work at that location and it is critical for all site profile information to be complete to ensure providers receive patient intake appointments.

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Reports

Viewing the Provider Appointments and Provider Availability reports will how show a quick snapshot of a provides open availability and booked appointments. NOTE: Provider intake availability time slots will not disappear from a providers schedule if a patient was booked during that time. This is for your tracking purposes to ensure you had that availability open at one point. Also, if an intake appointment is cancelled, the intake availability slot will reopen to have another patient booked during that time.

  1. Go to REPORTS tab and select Provider Appointments or Provider Availability from the drop-down options.

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  2. Select the AREA from the drop-down.

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  3. Select the provider or providers who you would like to see their booked appointments.

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