Scheduling Updates

< (Back) Behavior When Viewing the Patient Profile from the Scheduling Screen

For those users with access to Scheduling, when the scheduler selected a patient to view their profile, the < back sign (not the browser back button) was not taking the scheduler back to the scheduling page. This issue has been corrected.

Original Result

1. Login

2. Go to the Scheduling tab

3. Select a scheduled appointment

4. Click on the patient name to open the patient profile

5. Click the < (to the left of the patient name)

   1. Open

      

6. Page refreshes and does not return to the previous page in the app

Corrected Result

1. Login

2. Go to the Scheduling tab

3. Select a scheduled appointment

4. Click on the patient name to open the patient profile

5. Click the < (to the left of the patient name)

   1. Open

      

6. Page goes back to the Scheduling screen.

Availability from a site that is Incomplete from the iPad App

Corrected an issue, so that scheduling admins can no longer create availability to a site that is not complete from the iPad app.

Original Result

1. Open the iPad app for a user where the site information is incomplete.

2. Add availability to the incomplete site.

3. The availability gets added successfully.

Corrected Result

1. Open the iPad app for a user where the site information is incomplete.

2. Attempt to add availability to the incomplete site.

3. The availability will not get added and an error message will be displayed.

Note: Once the Home page or the Profile page is refreshed, the user will be blocked from adding availability until the site information is complete.

Open

Rescheduling a Hold Appointment to a Different Provider

When a hold appointment was created, booked by a call center agent, and then rescheduled with a different provider, the original appointment was not being canceled. This issue has been corrected.

Original Result

1. Create a hold appointment

2. As a call center agent, book the hold appointment

3. Reschedule the appointment with a different provider

4. Enter that patient’s MRN again and check the confirmation page

5. 2 appointments are listed: the new appointment and the original appointment (which should have been canceled)

Corrected Result

1. Create a hold appointment

2. As a call center agent, book the hold appointment

3. Reschedule the appointment with a different provider

4. Enter that patient’s MRN again and check the confirmation page

5. The new appointment is listed and the original appointment has been canceled

Visit Status

When visits were created for call center screeners, they were all saying "Scheduled", regardless of the state of the call. We have added two new statuses: In Progress and Complete.

For Call Center encounters:

• When the encounter is initially created, the status will be “In Progress”

• When the call concludes and the results are sent to the electronic health record system, the visit status will change to “Complete”.

For non-Cloverleaf Appointments

• When the appointment is initially created, the status will be “Scheduled”

• When the patient starts the assessment associated with the appointment, the status will change to “Complete”

Open