Patient Appointment Scheduling Process

Appointment Scheduling Procedures

• Start by verifying and updating patient communication preferences and insurance information.
• Click the “NEXT” button to proceed to the appointment scheduling page.
• The newly booked appointment will appear in the selected time slot on the schedule.

Appointment Confirmation

• Appointments scheduled less than 48 hours in advance are automatically confirmed.
• If not automatically confirmed, confirmation must be obtained either in-office or by the patient.
• To confirm, click on the unconfirmed appointment (highlighted in burgundy) and check the “Confirmed: 24 hour confirmation call complete” box.
• Confirmed appointments will change color to maroon.

Patient Check-In and Check-Out Procedures

• Check a patient in or out by selecting their appointment from the appointments page.
• After selecting the patient, locate the check-in or check-out button at the bottom of the page.
• The checkout button only appears after a patient is checked in; checked-in appointments turn purple and checked-out appointments turn blue.

Next Eye Exam (NEE) Setup

• After clicking the checkout button, a prompt will appear to set up a Next Eye Exam (NEE) for the patient.
• Indicate whether a prescription was written for personalized future communications with the patient.

Life Cycle of an Appointment in TAB

• Understand the entire appointment life cycle to improve retention rates and enhance patient experience.
• Appointments begin when initially scheduled, either by staff in-office or by patients online.
• For appointments scheduled over the phone, find an available time slot and click to access the “Create appointment” page.
• Enter at least two letters of the patient’s last name and one letter of the first name to search for existing patients.

Patient File Management

• If a patient exists in the system, their name will appear (highlighted in green); click to continue the appointment process.
• For new patients or those without a file, return to the “Create appointment” page to complete the booking.
• Ensure all required fields (marked with an “*”) are filled out and select the appointment type from the dropdown menu.

This quiz covers the essential steps in the patient appointment scheduling process. Learn how to verify and update patient communication preferences and insurance information, and understand the confirmation steps for successfully booking an appointment. Perfect for healthcare professionals looking to enhance their scheduling skills.