A quick-start guide for your first appointment in EZClaim Scheduling
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Your First Appointment Quick Start
Your First Appointment Quick Start
Begin by creating your Resources, which are Persons, Places, or Things that require scheduling. For example, a patient may be scheduled with a specific doctor, exam room, and/or equipment.
- Select the ‘Setup’ icon
from the menu bar.
- Click on the ‘Resources’ tab
- Click in the blank line beneath the column headers to enter the resource name and additional information.
- Continue adding ‘Resources’ and ‘Resource Attributes’ as needed.
- Select Filters at the bottom of the dialog box to assign user options.
- Click ‘Save’ and then ‘Close’.
- Use the dropdown arrow to verify that your resources are now listed.
Create an appointment
- Select the Scheduler view by clicking on a ‘View’
icon on the ribbon bar. Scheduler can be viewed as Day, Week, or Month and can be changed at any time by clicking a different view icon.
- Select a Patient to schedule using the dropdown arrow on the left sidebar.
- You can now ‘Drag’ the patient icon and ‘Drop’ it into a timeslot to create an appointment, or you can double-click a timeslot to create an appointment for that patient.
- Once the appointment is created, you can double-click or right-click the appointment to modify appointment properties.
What’s Next?
We suggest reviewing the following topics to help you set up the program and understand the features.
- Scheduler Screen Overview– Become familiar with the icons and screen area names
- Program Setup – Add doctors (resources), set your colors and other program options
- Patients – Add, Edit, and Find patient information
- Appointments– Add, Edit, and Find appointments. Includes setting the appointment attendance status.
- Blocking Appointments– Create blocking appointments for lunch breaks and other ‘un-available’ times
- Printing a Schedule – How to print the schedule
- View Options – Change the calendar view and show or hide resources
Additional Program Features
- Reports – Print different schedule formats and other reports
- Appointment Templates – Use appointment templates to quickly create an appointment with certain properties such as color, border, or description.
- Appointment Waiting List – Add patients to a waiting list and quickly find them when a timeslot opens up in the schedule.
- Tracking Authorizations – Track who is authorized and who is not.
- Patient Payments – Entering payments and printing receipts.
- Superbill Report – Customizing the superbill report.