USING THE MULTI SCHEDULING OPTION

 

TPS2000 gives you the ability to quickly and easily schedule multiple appointments.  From the Appointment Scheduler, click on [MULTI].

 


Select the patient for whom you are scheduling.  If you are scheduling a patient that was seen today, TPS2000 will fill in the appointment time, and the column resource with same data that was used today.  For example, if our patient, Anne MacDowell was seen today by Dr. Don (column #3) at 9:00AM, then this is the information that will fill in.  You may change this information if this is not correct.  Now select the days in which you will schedule this patient (in our example we selected Monday and Friday).  You may then select the frequency.  Is this patient to be seen every week?  Then select Weekly.  Every other week?  Then select Bi-Weekly.  Etc.  Finally, select the time frame.  In our selection, we selected weekly for nine weeks.  When all selections have been made, click on [CREATE APPOINTMENTS].  This will create all of the appointments that you requested.

 

CONFLICTS

If, when creating appointments, the column and time frame are already in use by another patient (or a closed day), you will see the word *CONFLICT* to the right of the appointment date.  To resolve this conflict you have a couple of choices:

1.                  Double click on the first CONFLICT.  This will take you to that day’s schedule.  You may then choose another time or column for this appointment.  When you click back on [MULTI] this conflict will be resolved.  Continue in this way until all conflicts are handled.

2.                  You may delete the conflicts.  Hold down the CTRL key and click on each line that shows a CONFLICT.  When you have all of them highlighted, click [Delete Appointment(s)] at the bottom of the screen.

 

After you have entered all appointments for this patient, you may print the Future Appointment Report for this patient.  Click on the small printer button at the bottom of the Multi Appointment screen.  This will bring up the Future Appointment print function.


Print this out for your patient to remind them of when they are scheduled.


DELETING APPOINTMENTS

If you have a situation where a patient discontinues care, or perhaps they have an obligation that requires changing all of their Friday appointments to Thursday.  Again click on the [MULTI] button and select this patient.  Now click on [Load Appointments for Claim].  This will bring up and display all scheduled appointments for this claim.  When they are on the screen highlight the ones that need to be removed.

Specific Dates

Hold down the CTRL key and click on each date that you need to remove. 

All Dates

Click on the first date displayed.  Click on the bar on the right and slide it all the way to the bottom of the screen.  Now hold down the SHIFT key and click on the last name.  This will select all dates in the range.

 

When the correct dates have been selected, click on [Delete Appointment(s)].