SOS Appointment Scheduler
SOS Appointment Scheduler is an add-on product designed for use with SOS Office Manager and SOS Case Manager. It includes the following features:
- Maintains schedules for an unlimited number of providers, with each schedule item specifying the provider, the time period, the service to be provided, the site, and the resource (e.g.: room). The appointment form also include fields for home and work phone numbers, a text box for remarks and a drop list for appointment type (treatment, evaluation, personal, etc). The type determines whether the appointment will generate a pre-visit encounter form, will export to the billing system daysheet, and will print on the check-in list. Appointment types can be configured to display with distinctive colors.
- Highlights patients that have been assigned a scheduler reminder or "do not schedule" reason in OMWin and displays the reminder in the patient selection list box.
- Allocates available appointment time slots for each provider based on templates for each day of the week, and optionally the site and resource for each slot.
- Displays managed care authorization alerts when scheduling appointments.
- Incorporates the powerful SOS security and toolbar help systems.
- Offers a color-coded display of booked, blocked, and open appointment slots, by provider, for one day, one week or six weeks at a time.
- Allows multiple provider schedules to be open on the desktop simultaneously.
- Displays resource (such as treatment room) usage by day, week, or six week period.
- Warns of scheduling conflicts.
- Provides user configurable start and end times for the day, with appointment intervals of 15 minutes or multiples thereof.
- Selects person to be scheduled from the billing/records program’s active patient list, or permits entry of a name or description if not scheduling an existing patient.
- Allows "blocking" of days or time periods that the provider is not available.
- Optionally schedules multiple patients, as in group therapy meetings, in a single appointment time. Alternatively, the system can be set to prevent multiple scheduling.
- Provides a powerful search system that will return available appointments for specified date range, day of the week, times; single provider, specified providers, at one or more sites. The search window provides for very powerful queries of the appointment data based on date range, time period, day of the week, patient, provider, appointment type, service, site, resource, and appointment status.
- Deletes appointments according to user-provided criteria provided in the Search window.
- Copies appointments into the future according to specified number of instances and interval, e.g.: 3 appointments at 7 day intervals.
- Easily cancels and reschedules an appointment. Details of appointment being canceled are retained for later browsing and reporting.
- Efficiently creates the same appointment for multiple providers (like a staff meeting).
- Creates Appointments for Period report, which displays all appointments for the selected provider(s), in chronological order, for the period specified.
- Creates Provider’s Daily Log appointments report, which includes patient name and ID, expected co-payment amount, balance, primary diagnosis, and home and work phone numbers. It also includes blanks for the provider to write in the fee, payment received, and next appointment time.
- Creates user-configurable encounter forms for the day’s appointments.
- Creates Check-in Report, which shows all appointments for the day, sorted by start time, for use in checking in patients as they arrive. Includes checkbox, appt time period, name, id, provider, service.
- Search and display future appointments for patient.
- Exports appointments directly to the billing system's daysheet.