Managing Appointment Type / Reason for Visit for Reminders – OceanMD

Patient Reminders uses appointment types or reason for visit to determine who and what to send automated reminder emails to. You can customize your appointment types and reasons for visit by following the steps below.

Log in to your PS Suite EMR.
From the Dashboard window, click "Settings" and select "Preferences..." from the dropdown menu of options.

From within the Preferences window, select "Appointments". Click the "Add..." button to add a new appointment type.

The "Appointment Type" fields will show up below, where you can name the appointment type and determine what appears as the details suffix for patients booked under this appointment type.
Be sure to save your changes before you leave.
Once you've created your appointment type(s), you can select them from the "Type" dropdown list when booking patients in for appointments.

Log in to your Med Access EMR.
Look to the top right corner of the Day Sheet and click Tools. In the menu that appears, select Appointment Set Up > Appointment Type.

The Appointment Types window will open. Here you will see all appointment types in your EMR.

Double click on an appointment type to update the appointment type or copy its name.
Click New in the top right corner to create a new appointment type. Click Save when you are done.

Appointment Type
- Log in to your Accuro EMR and click on the Accuro target logo at the bottom left side of the screen, navigate to "Schedule" and select "Scheduler Management".
- Navigate to the "Types" tab and use the "Accuro Appointment Types" table on the left side to add, edit, or delete appointment types.
- Type Column:
  
  Double click on the box under this column to name your appointment type.
  
  Colour Column:
  
  Double click the box under this column to change the colour of your appointment type.
  
  Shared Column:
  
  Check off the box under this column to have this appointment type shared across all of your Accuro users.
  
  Green Plus (+) Button:
  
  Click this button to add a new appointment type (a new row in the table will be added).
  
  Red X Button:
  
  Click this button to delete an existing appointment type.
Reason for Visit
- Log in to your Accuro EMR and click on the Accuro target logo at the bottom left side of the screen, navigate to "Schedule" and select "Scheduler Management".
- Navigate to the "Priorities, Reasons and Statuses" tab and use the "Reasons" table at the bottom left to add, edit, or delete reasons.
- Reason Column:
  
  Double click on the box under this column to name your reason for visit.
  
  Provider Column:
  
  Double click the box under this column to choose the provider you want this reason for visit to be associated with (or leave it as "All" if all your providers offer the same services).
  
  Office Shared Column:
  
  Check off the box under this column to have this reason for visit shared across all of your providers.
  
  Green Plus (+) Button:
  
  Click this button to add a new reason for visit (a new row in the table will be added).
  
  Red X Button:
  
  Click this button to delete an existing reason for visit.
Using Appointment Types and/or Reasons for Visit
- Once you've created your appointment type(s) and reason(s) for visit, you can select one or both from the "Type" and "Reason" dropdown lists when booking patients in for appointments.

Appointment Type
- Log in to your OSCAR EMR and click on Administration at the top of your window. Select Schedule Management and Appointment Type List.
- Here, you can create new appointment types or copy the Name of an existing appointment type and paste it into Ocean.
Reason for Visit
- When booking an appointment for a patient, you can select a Reason from the drop down menu. Ocean will look at this value for the appointment's reason.
Using Appointment Types and/or Reasons for Visit
- Once you've created your appointment type(s) and reason(s) for visit, you can select one or both from the "Type" and "Reason" dropdown lists when booking patients in for appointments.
- Ocean can also key in on the free-text Reason field. Please refer to Reminder Rules - Using Javascript Conditions.
Appointment Status
- Status codes can be applied to booked appointments using the "Status" dropdown menu within the appointment.
- Patients booked with status code "C" (uppercase) or "C_" (where "_" is any other character, e.g., "CS") will not receive an automated reminder from Ocean, as this is the default status code for cancelled appointments.
  
  Appointment Statuses can be modified by navigating to Administration, clicking Schedule Management, and selecting the Appointment Status Setting menu.