Cerner Soarian Scheduling with Cerner Soarian Financials Volume III of III

Transcription

1 Cerner Soarian Scheduling with Cerner Soarian Financials Volume III of III Document ID: A5EC Application Version: 2.7 Released Date: 7-January-2016 Note: This document is maintained in electronic form. Printed copies are for information only and may be out of date.

2 Document ID: A5EC Page 2 of 59 Released Date:7-January-2016

3 Revision History Document ID: A5EC (Course ID) Revision Version (vvrr) Release Date (DD-MMM-YYYY) Description of Change V January-2016 Initial Placement IT Course V4- repurposed for EUT Core training. Document ID: A5EC Page 3 of 59 Released Date:7-January-2016

4 Edition Notice Copyright 2016 Cerner Health Services, Inc. All rights reserved. This document contains confidential and/or proprietary information belonging to Cerner Health Services, Inc. and/or its related affiliates ( Cerner ) which may not be reproduced or transmitted in any form or by any means without the express written consent of Cerner. Any reports or other figures that appear in this manual are merely illustrative and do not contain names of or data on real people. Any similarity in names of people, living or dead, or in data is strictly coincidental and is expressly disclaimed. Cerner does not warrant that the material contained in its Documentation is error-free. Documentation supplied to Cerner by third parties and included with this Documentation is not warranted for accuracy or completeness The information contained in this manual is subject to change. Revisions and updates will be issued from time to time to document changes and/or additions. Portions of the Application listed on the front of this manual make use of free and open source software (OSS) in which third parties claim copyright. Client's right to use the OSS beyond the use licensed within the Application is governed by the relevant OSS license terms and conditions. In the event of conflicts between the Cerner license terms and the relevant OSS license terms, the OSS terms shall govern, but only with respect to the OSS portions of the Application. The manual Soarian Scheduling Free and Open Source License Manual contains the complete list of such OSS as of the date of publication and the text of such licenses as well as other information that Cerner is required to provide to the Client under such licenses. Further, if any programs contained in Soarian Scheduling are licensed under any OSS license that requires that source code be made available, then such source files may be found by accessing Cerner Client World, Product Information, Open Source Software (at the bottom of the page) or Clients may request the corresponding source code. Send a letter of request to Cerner Health Services identifying the Application and the OSS source code requested to the attention of the Office of Assistant General Counsel, Cerner Health Services, Inc. Mailcode T06, 51 Valley Stream Parkway, Malvern, PA USA Cerner may from time to time change the list and number of OSS components. Cerner will in each case include the relevant OSS license terms and conditions as part of the new Update, Release, or Version or otherwise provide access to these terms and conditions. All other brand names and product names used in this document are trademarks, registered trademarks, or trade names of their respective holders. Cerner Health Services, Inc. 51 Valley Stream Parkway Malvern, PA Telephone: (610) Document ID: A5EC Page 4 of 59 Released Date:7-January-2016

5 TABLE OF CONTENTS Exercise 1 Register New Patient... 6 Exercise 2 Schedule Single Activity Using Find... 7 Exercise 3 Schedule Multiple Activities Using Find... 9 Exercise 4 Schedule Single Activity Using Update Exercise 5 Schedule Multiple Activities Using Update Exercise 6 Schedule First Appointment of Series Exercise 7 Schedule Series Exercise 8 Schedule an Appointment using In Progress Exercise 9 Add Appointment Request Exercise 10 Add a Patient to a Reason-Based Worklist Exercise 11 Patient Appointments Appointment Status Exercise 12 Patient Appointments Filtering Appointments Exercise 13 Patient Appointments Change Activity Exercise 14 Patient Appointments Appointment Details Exercise 15 Check Patient In (Encounter) Attend Appointment Exercise 16 No Show Encounter Exercise 17 Complete Appointment Exercise 18 Reschedule Appointment Exercise 19 Cancel Appointment Exercise 20 Cancel Encounter Exercise 21 Pend Appointment Exercise 22 Right Click Select Patient Exercise 23 Right Click View Appointment Detail Exercise 24 Right Click Edit Appointment Data & Questionnaire(s) Exercise 25 Right Click Move Appointment Exercise 26 Right Click Copy Appointment Keep Resources Exercise 27 Right Click Copy Appointment New Resources Exercise 28 IBS Toolbar Manage Resource Schedule Exercise 29 - Block Exercise 30 Manage Block Exercise 31 - Unblock Exercise 32 Move Appointment to Other Resource Exercise 33 Resource Book Exercise 34 Resource Appointments Display Exercise 35 Confirm Appointment Exercise 36 Unconfirm Appointment Exercise 37 Pended Appointments Worklist Exercise 38 Appointment Request Worklist Exercise 39 Reason-Based Worklist - Authorization Exercise 40 Revise Encounter Details Document ID: A5EC Page 5 of 59 Released Date:7-January-2016

6 Exercise 1 Register New Patient Select Appointment Management from the Soarian Financials Home Page. Click Select Patient. Select Patient On the Soarian Financials Patient Locator, key in the patient s last name and click Search. This exercise assumes no patient has the same last name you entered. Therefore, The results field should be blank. Click Add New. The Schedule Appointment Summary screen displays. Enter required information (yellow background) as well as any additional information required by your department. Be sure to use information provided when adding data. Patient Name: Click Schedule. The Scheduling Integrated Booking Space displays Click the Patient Identifier link in the patient banner. Medical Record Number: Click Close on the Patient Identifiers dialog. Document ID: A5EC Page 6 of 59 Released Date:7-January-2016

7 Exercise 2 Schedule Single Activity Using Find On the Integrated Booking Space, select a Department from the drop down list. Note: Some activities have a linked pre-note. Do not use Cardiac Rehab, Hyperbaric, Pulmonary Rehab, Wound Care or Diabetes Education for this exercise. Tab down or click in the Activity field and select an Activity from the list. Click the, use ALT+A or press Enter to move the Activity to the Collection. Department: Activity: Enter any appointment data for the activity on the Appointment Data tab. You may have to resize the tabs by using the icons at the top right of the Book View. Note: The Order Physician cannot be changed. Any diagnoses codes that are entered will be viewable in Soarian Financials. The Encounter Reason is displayed in the Reason field, if valued in Soarian Financials. Changing the Reason field will not change the Encounter Reason field. Diagnosis: Reason: Comments: Click Find. Document ID: A5EC Page 7 of 59 Released Date:7-January-2016

8 The Available Times tab will display maximized with the first 20 times displayed. Use the More Times button at the bottom to display the next 20 times. Click the box to the left of the line number to highlight it. Resource/Date/Time: Click Select at the bottom right. Notice the Selected Appointments tab now has (1) appointment. Step 5 Click Save. The Summary of Saved Appointments dialog will display Note: If a default Encounter Location/Encounter Provider is not defined for the Department/Location a dialog will display to specify the EL/EP for the appointment. Step 6 Click the triangle next to the appointment to see the appointment details. Click the Encounter Status Indicator. Encounter Number: ECD Number: Encounter Provider: Encounter Location: Click Close on the Encounter Details dialog. Step 7 Click Close on the Summary of Saved Appointment dialog to return to the Soarian Financials home page. Document ID: A5EC Page 8 of 59 Released Date:7-January-2016

9 Exercise 3 Schedule Multiple Activities Using Find From the Soarian Financials Home Page select Appointment Management. Click Select Patient. On the Soarian Financials Patient Locator, enter the patient that was registered in Exercise 21. Click Search. Select your patient in the Results section and click Select. On the Existing Encounters dialog click New. The Schedule Appointment Summary screen displays. Notice that the information entered when the patient was registered in Exercise 21 displays. Enter any information about the encounter you desire. You must assign the Guarantor before proceeding. Click Schedule. The Soarian Scheduling Integrated Booking Space displays. Select a Department from the drop down list. Do not use Cardiac Rehab, Hyperbaric, Pulmonary Rehab, Wound Care or Diabetes Education for this exercise. Select an Activity from the drop down list. Department/Activity: Click the, use ALT+A or press Enter to move the Activity to the Collection. Step 5 Select a different Department from the drop down list. Select an Activity from the drop down list Department/Activity: Click the, use ALT+A or press Enter to move the Activity to the Collection. Click Find. Step 6 The Available Times tab will display with 20 groupings of available times. Click the box next to the row number to highlight the appointments. Document ID: A5EC Page 9 of 59 Released Date:7-January-2016

10 Appointment Date/Time: Appointment Date/Time: Step 7 Click Select. Notice the Selected Appointments tab has (2) appointments. Step 8 Click Save. The Summary of Saved Appointments dialog displays Step 9 Click the Encounter Status Indicator to display the Encounter Details. Appointment 1 Encounter Number: ECD number: Encounter Provider: Encounter Location: Appointment 2 Encounter Number: ECD number: Encounter Provider: Encounter Location: Click Close on the Encounter Details dialog. 0 Click Close on the Summary of Saved Appointments dialog to return to the Soarian Financials home page. Document ID: A5EC Page 10 of 59 Released Date:7-January-2016

11 Exercise 4 Schedule Single Activity Using Update Select Appointment Management from the Soarian Financials Home Page Click Select Patient. On the Soarian Financials Patient Locator, enter the patient that was registered in Exercise 21. Click Search. Select your patient in the Results section and click Select. On the Existing Encounters dialog click New. The Schedule Appointment Summary screen displays. Notice that the information entered when the patient was registered in Exercise 21 displays. Enter any information about the appointment you desire. You must assign the Guarantor before proceeding. Click Schedule. The Soarian Scheduling Integrated Booking Space displays. Select a Department from the drop down list. Do not use Cardiac Rehab, Hyperbaric, Pulmonary Rehab, Wound Care or Diabetes Education for this exercise. Select an Activity from the drop down list. Department/Activity: Click the, use ALT+A or press Enter to move the Activity to the Collection. Click Update. Step 5 The resources configured to perform the activity you selected will display in the columns in the Book View. Schedule an appointment for today or to change the date, click a date in the calendar. Click a time slot in one of the resource columns to highlight it. Click that same time slot again (to un-highlight it) and then click a different time slot (to highlight it). Step 6 Click Select in the bottom right corner. Document ID: A5EC Page 11 of 59 Released Date:7-January-2016

12 Notice the Selected Appointments tab has (1) appointments. Step 7 Click the Selected Appointments tab at the bottom of the screen. The patient has changed their mind and cannot come on that day. Click the box next to the appointment just selected, and click selected appointment. to remove the Step 8 Highlight a different resource/date/time for the appointment. Click Select Resource/Date/Time: Step 9 Click Save. The Summary of Saved Appointments dialog displays. 0 Click the Encounter Status Indicator to display the Encounter Details. Encounter Number: ECD number: Encounter Provider: Encounter Location: Click Close on the Encounter Details dialog. 1 Click Close on the Summary of Saved Appointments dialog to return to the Soarian Financials home page. Document ID: A5EC Page 12 of 59 Released Date:7-January-2016

13 Exercise 5 Schedule Multiple Activities Using Update Select Appointment Management from the Soarian Financials Home Page Click Select Patient. On the Soarian Financials Patient Locator, enter the patient that was registered in Exercise 21. Click Search. Select your patient in the Results section and click Select. On the Existing Encounters dialog click New. The Schedule Appointment Summary screen displays. Notice that the information entered when the patient was registered in Exercise 21 displays. Enter Encounter Reason, diagnosis code(s) and Ordering Physician. You must assign the Guarantor before proceeding. Click Schedule. The Soarian Scheduling Integrated Booking Space displays. Select a Department from the drop down list. Do not use Cardiac Rehab, Hyperbaric, Pulmonary Rehab, Wound Care or Diabetes Education for this exercise. Select an Activity from the drop down list. Department/Activity: Click the, use ALT+A or press Enter to move the Activity to the Collection. Select a Department from the drop down list. Do not use PT/OT/ST for this exercise. Select an Activity from the drop down list. Department/Activity: Click the, use ALT+A or press Enter to move the Activity to the Collection. Click Update. Step 5 If necessary resize the display to view the Appointment Data tab by clicking one of the icons in the top right of the display. One of the activities being scheduled has a different reason. Document ID: A5EC Page 13 of 59 Released Date:7-January-2016

14 Click the data fly out. icon to the right of one of the activities to display the appointment Key a different reason for this activity and click OK. The icon to the right of the activity now displays as Step 5 The resources configured to perform the activities you selected will display in the columns in the Book View. You might need to use the horizontal scroll bar to see all of the resources. Schedule an appointment for today or to change the date, click a date in the calendar. Click a time slot in one of the resource columns for each activity to highlight it. Step 6 Click Select in the bottom right corner. Resource/Date/Time: Resource/Date/Time: Notice the Selected Appointments tab has (2) appointments. Step 7 Click Save. The Summary of Saved Appointments dialog displays. Document ID: A5EC Page 14 of 59 Released Date:7-January-2016

15 Step 8 Click the Encounter Status Indicator to display the Encounter Details. Appointment 1 Encounter Number: ECD number: Encounter Provider: Encounter Location: Appointment 2 Encounter Number: ECD number: Encounter Provider: Encounter Location: Click Close on the Encounter Details dialog. Step 9 Click Close on the Summary of Saved Appointments dialog to return to the Soarian Financials home page. Document ID: A5EC Page 15 of 59 Released Date:7-January-2016

16 Exercise 6 Schedule First Appointment of Series Select Appointment Management from the Soarian Financials Home Page Click Select Patient. On the Soarian Financials Patient Locator, enter the patient that was registered in Exercise 21. Click Search. Select your patient in the Results section and click Select. On the Existing Encounters dialog click New Series. The Schedule Appointment Summary screen displays. Notice that the information entered when the patient was registered in Exercise 21 displays. Enter any information about the appointment you desire. You must assign the Guarantor before proceeding. Click Schedule. The Soarian Scheduling Integrated Booking Space displays. Select Wound Care from the Department drop down. Select the CONSULTINITIAL - Initial Consult activity for the Wound Care Department or ORIENTATION Patient Orientation from the Department Cardiac Rehab. Department/Activity: Click the, use ALT+A or press Enter to move the Activity to the Collection. Step 5 Click either Find or Update to schedule the Initial Consult activity. Resource/Date/Time: Click Select. Click Save. The Summary of Saved Appointments dialog displays. Step 6 Click the Encounter Status Indicator to display the Encounter Details. Encounter Number: ECD number: Document ID: A5EC Page 16 of 59 Released Date:7-January-2016

17 Encounter Provider: Encounter Location: Click Close. Step 7 Click Close on the Summary of Saved Appointments dialog to return to the Soarian Financials home page. Document ID: A5EC Page 17 of 59 Released Date:7-January-2016

18 Exercise 7 Schedule Series Select Appointment Management from the Soarian Financials Home Page Click Select Patient. On the Soarian Financials Patient Locator, enter the patient that was registered in Exercise 21. Click Search. Select your patient in the Results section and click Select. The Recent Encounters dialog displays. At the bottom of the screen click the check box next to the treatment series that was created in Exercise 26, then click Add to Series. Click Schedule. The Soarian Scheduling Integrated Booking Space displays. Select the department used in Exercise 26 from the drop down. Select the DRESSINGCHG30 activity from the drop down for the Wound Care department or PHASE2 from the dropdown for the Caridac Rehab department. Department/Activity: Click the, use ALT+A or press Enter to move the Activity to the Collection. Step 5 The patient has preferences on when they would like the appointments scheduled. Click in the Search Criteria section to display the Patient Preferences dialog. Enter day or time preference for the patient and click OK. Notice the icon displays a red heart. Step 6 Click Find. Notice that the Available Times tab displays times according to the patient preferences. Document ID: A5EC Page 18 of 59 Released Date:7-January-2016

19 Step 7 Highlight 4 times on the Available times display. Resource/Date/Time: Resource/Date/Time: Resource/Date/Time: Resource/Date/Time: Step 8 Step Click Select. Click the Selected Appointments tab to display the appointments that have been selected. Select one of the appointments from the list by clicking the check box to the left and then click Add Appointment Comment the display. at the top of The Add Appointment Comment dialog displays. Add a comment to this selected appointment and click OK. Comment: Notice the indicator to the right of the appointment with the added comment. 2 Click Save. The Associate New Recurring Appointments dialog displays.. Right click the line with the triangle at the top of the display. Select the option to link these appointments to the existing recur series. Click OK. The Summary of Saved Appointments dialog displays. Document ID: A5EC Page 19 of 59 Released Date:7-January-2016

20 3 Click the Encounter Status Indicator to display the Encounter Details. Encounter Number: ECD number: Encounter Provider: Encounter Location: 4 Click the Series Indicator to display the Series Appointment List. Notice the appointments that were just scheduled have a blue dot next to them. Click Close. Click Close on the Summary of Saved Appointments dialog to return to the Soarian Financials home page. Document ID: A5EC Page 20 of 59 Released Date:7-January-2016

21 Exercise 8 Schedule an Appointment using In Progress Select Appointment Management from the Soarian Financials Home Page. Click Select Patient. On the Soarian Financials patient locator, enter the patient that was registered in Exercise 21. Click Search. Select your patient in the Results section and click Select. On the Existing Encounters dialog click New. The Schedule Appointment Summary Screen displays. Enter any information about the encounter you desire. You must assign a Guarantor before proceeding. Click Schedule. The Soarian Scheduling Integrated Booking Space displays. Click In Progress. The Soarian Scheduling In Progress screen displays. Step 5 Select a Department from the drop down list. Select an Activity from the drop down list. Department/Activity: Optionally enter Patient Preferences and any appointment data about the appointment. Step 6 Click Find The Available Times dialog displays. Step 7 Select a time for the appointment and click Save. The In Progress screen will display briefly before the Summary of Saved Appointments dialog displays. Click Same Patient. Step 8 The Soarian Scheduling Integrated Booking Space displays. Document ID: A5EC Page 21 of 59 Released Date:7-January-2016

22 Exercise 9 Add Appointment Request Select Appointment Management from the Soarian Financials Home Page. Click Select Patient. On the Soarian Financials Patient Locator, enter the patient that was registered in Exercise 21. Click Search. Select your patient in the Results section and click Select. On the Existing Encounters dialog click New. The Schedule Appointment Summary screen displays. Notice that the information entered when the patient was registered in Exercise 21 displays. Enter any information about the appointment you desire. You must assign the Guarantor before proceeding. Click Schedule. The Soarian Scheduling Integrated Booking Space displays. Select a date from the calendar, a department from the department drop down, and an activity from the activity drop down. You can optionally select a location and preferred resource. Add this information to the Collection. Patient Name: Preferred Date: Department: Location: Preferred Resource: Activity: Document ID: A5EC Page 22 of 59 Released Date:7-January-2016

23 Step 5 Add a reason to the appointment. You may have to resize the view in order to see the tabs. Reason: Click Save as Request button. Step 6 The Save Request(s) and Add to Worklist(s) dialog displays Select <Request Worklist> check box. Enter a comment that the patient prefers an afternoon appointment. Comment: Click OK. Step 7 Step 8 The Integrated Booking Space displays with no patient selected. Click Close to return to the Soarian Financials Home Page. Document ID: A5EC Page 23 of 59 Released Date:7-January-2016

24 Exercise 10 Add a Patient to a Reason-Based Worklist Select Appointment Management from the Soarian Financials Home Page. Click Select Patient. On the Soarian Financials Patient Locator, enter the patient that was registered in Exercise 21. Click Search. Select your patient in the Results section and click Select. On the Recent Encounters dialog click New. The Schedule Appointment Summary screen displays. Notice that the information entered when the patient was registered in Exercise 21 displays. Enter any information about the appointment you desire. You must assign the Guarantor before proceeding. Click Schedule. The Soarian Scheduling Integrated Booking Space displays. Select a date from the calendar, a department from the department drop down, and an activity from the activity drop down. You can optionally select a location and preferred resource. Add this information to the Collection. Patient Name: Preferred Date: Department: Location: Preferred Resource: Activity: Document ID: A5EC Page 24 of 59 Released Date:7-January-2016

25 Step 5 Add a reason to the appointment. You may have to resize the view in order to see the tabs. Reason: Click Save as Request button. Step 6 The Save Request(s) and Add to Worklist(s) dialog displays. Select a worklist reason of Needs Authorization Enter a comment that the patient prefers an afternoon appointment. Comment: Click OK. Step 7 Step 8 The Integrated Booking Space displays with no patient selected. Click Close to return to the Soarian Financials Home Page. Document ID: A5EC Page 25 of 59 Released Date:7-January-2016

26 Exercise 11 Patient Appointments Appointment Status Select Appointment Management from the Soarian Financials Home Page. Key in your patient information from Exercise 21. Click Search. Select your patient from the Results section. Click Select. The Soarian Scheduling Patient Appointments screen displays. In the blue box change the Appointment Status from Scheduled to Cancelled Click Go. The Patient Appointment screen displays with a list of the patient s cancelled appointments. Note: Cancelled appointments can be rescheduled. Change the Appointment Status from Cancelled to Pended. Click Go. The Patient Appointment screen displays with a list of the patient s pended appointments. Pended appointments will also appear on a Worklist until 7 days past the date of the intended appointment. Change the Appointment Status from Pended to Scheduled. Click Go. The Patient Appointments screen displays with a list of the patient s scheduled appointments. Document ID: A5EC Page 26 of 59 Released Date:7-January-2016

27 Exercise 12 Patient Appointments Filtering Appointments From the Soarian Scheduling Patient Appointments screen, ensure that you are viewing the appointments with a Scheduled appointment status. Click Filter List. The Filter Appointment List dialog displays. Select 1 or 2 items from the list to filter on Click OK. The Patient Appointment screen displays with the filters applied. Notice that the column headings you chose to filter on are orange. Click Remove Filter. The Patient Appointments screen displayed with all of the patient s scheduled appointment displayed. Note: Filters can also be removed one at a time by clicking the orange column heading. Document ID: A5EC Page 27 of 59 Released Date:7-January-2016

28 Exercise 13 Patient Appointments Change Activity From the Soarian Scheduling Patient Appointments screen, ensure you are viewing the patient s scheduled appointments. Select a non-recurring appointment from the list. Click Change Activity or right click and select from the menu. The Change Activity dialog displays. Select a Reason from the drop down. Select a new activity. Click OK. The Integrated Booking Space screen displays with the date, time and appointment data displayed in the search criteria. To complete the function, you will need a resource and an activity. Use the Department, Resource and Activity browsers to select each. Resource: Activity: Date/Time: Click Save. The Summary of Saved Appointments dialog displays. Step 5 Click Same Patient. The Integrated Booking Space displays. Note: The Change Activity function does not create an entry in the appointment audit. Document ID: A5EC Page 28 of 59 Released Date:7-January-2016

29 Exercise 14 Patient Appointments Appointment Details From the Soarian Scheduling Integrated Booking Space click Patient Appointments. Click the date/time hyperlink for one of the appointments. The Appointment Details dialog displays. This is the same dialog that displays when selecting View Appointment Details from the right click menu on the Integrated Booking Space Book View. Click Close on the Appointment Details dialog. The Patient Appointments screen displays. Click Close in the frame to return to the Soarian Financials home page. Document ID: A5EC Page 29 of 59 Released Date:7-January-2016

30 Exercise 15 Check Patient In (Encounter) Attend Appointment Select Appointments & Encounters Worklist from the Soarian Financials Home Page. Locate your patient on the worklist Click on the patient name hyperlink Select Check Patient In The Check In Summary form displays. Complete any required fields (bolded labels and yellow background) that have not been valued. Click Done. The Insurance screen displays. Optionally allocate insurance to this encounter. For this exercise, click Done. The Finish Check In dialog displays. Click Yes. The Print Artifacts screen displays. Click Done. The Appointments & Encounters Worklist displays. Step 5 Select Appointment Management from the Soarian Financials Home Page. Search for and select the patient that you just checked in the encounter for. The Recent Encounters dialog displays. Click Manage Appointments. Step 6 Step 7 Notice the encounter status for the appointment is Attended. Click Cancel in the frame to return to the Soarian Financials home page. Document ID: A5EC Page 30 of 59 Released Date:7-January-2016

31 Exercise 16 No Show Encounter Select Appointments & Encounters Worklist from the Soarian Financials Home Page. Locate your patient on the worklist. Click on the patient name hyperlink Select No Show Encounter The Record No Show form displays Optionally select a Reason for missed encounter from the drop down. Click Done. The Finish Record No Show dialog displays. Click Yes. The Print Artifacts Screen displays. Step 5 Click Done. The Appointments and Encounters Worklist displays. Note: Any appointments linked to this encounter have been marked a No Show in Scheduling. Document ID: A5EC Page 31 of 59 Released Date:7-January-2016

32 Exercise 17 Complete Appointment Select Appointment Management from the Soarian Financials Home Page. The Integrated Booking Space displays. Click Resource Appointment tab. Enter a resource or resource group code and a date and click Go. Select a current or past appointment from the list. Click at the bottom of the screen. Note: Attendance and Completion function can also be performed from the Integrated Booking Space Book View, Patient Appointment list, Resource Book. The Attendance and Completion dialog displays. Select Appointment Complete. Leave the Actual End Date and Time at the default. Click OK. The Resource Appointment screen displays with the Appointment Complete indicator. Note: In the Integrated Booking Space the Attendance and Completion indicator displays beside the patient s name in the resource column as well as in the appointment hover, in a column on the Patient Appointment List as well as on the 1-Day Resource Book. Click Cancel to return to the Soarian Financials Home Page. Document ID: A5EC Page 32 of 59 Released Date:7-January-2016

33 Exercise 18 Reschedule Appointment Select Appointment Management from the Soarian Financials Home Page. Click Select Patient. On the Soarian Financials Patient Locator, key in the name or identifier of the patient registered in Exercise 21 and click Search. Choose your patient from the Results section and click Manage Appointments. The Patient Appointment list displays. Select an appointment from the list and click Reschedule the screen. at the bottom of Note: Appointments can also be rescheduled from the Integrated Booking Space Book View as well as from the Resource Appointments screen. No matter where the function is initiated it responds the same. The Reschedule dialog displays. Select a Reschedule Reason from the drop down. Click Reschedule. The Integrated Booking Space Book View displays with the activity displayed in the Collection. Note: All resources configured for the activity will be in the resource tab and will be checked. The user would need to specify the preferred resource if required before selecting Find or Update. Step 5 Click Find or Update. Highlight a time from either the Available Times tab (Find) or the Book View (Update) Step 6 Click Select. Click Save. The Summary of Saved Appointments dialog displays. Document ID: A5EC Page 33 of 59 Released Date:7-January-2016

34 Step 7 Click the Encounter Status Indicator. Encounter Number: ECD Number: Encounter Provider: Encounter Location: Click Close on the Encounter Details dialog. Click Same Patient on the Encounter Details dialog. The Integrated Booking Space Book View displays. Document ID: A5EC Page 34 of 59 Released Date:7-January-2016

35 Exercise 19 Cancel Appointment Select Appointment Management from the Soarian Financials Home Page. Click Select Patient. On the Soarian Financials Patient Locator, key in the name or identifier of the patient registered in Exercise 21 and click Search. Choose your patient from the Results section and click Manage Appointments The Patient Appointment list displays. Click Cancel at the bottom of the screen. Note: Appointments can also be cancelled from the IBS, 1-Day Book and Resource Appointments. The Cancel Appointment(s) dialog displays. Select a Reason from the drop down. Click Cancel Appointment. Step 5 The Integrated Booking Space Book View displays. Click Cancel to return to the Soarian Financials home page.. Document ID: A5EC Page 35 of 59 Released Date:7-January-2016

36 Exercise 20 Cancel Encounter From the Soarian Financials Home Page select Cancel Encounter. Click Select Patient. On the Soarian Financials Patient Locator, enter an encounter number from a previous exercise or click Find Patient to enter the patient s name. Click Search. Select your patient from the results section and click Select. If you used the patient name for inquiry a list of encounters will display. Select an encounter from the list and click Select. If you used the encounter number for inquiry the encounter will display at the bottom of the dialog. Click Select. The Cancel Encounter screen displays. Click View Appointments button. The Appointments Scheduled dialog displays. The information here is view only. Resource/Date/Time: Click Done. The Cancellation Date/Time defaults to the current date/time. Optionally select a Reason for Missed Encounter from the drop down. Click Done. A dialog will display alerting you that the encounter you are cancelling has associated appointments. Click Yes. The Finish Cancel Encounter dialog will display. Click Yes. The Print Encounter Artifacts screen displays. Click Done The Soarian Financials Home Page displays. Document ID: A5EC Page 36 of 59 Released Date:7-January-2016

37 Step 5 Select Appointment Management from the Soarian Financials Home Page. On the Soarian Financials patient locator, search for and select the patient that you cancelled the appointment for above. Select Manage Appointments on the Recent Encounters dialog Step 6 The Soarian Scheduling Patient Appointment list display. Change the appointment status to Cancelled and click Go. Step 7 Notice the encounter status is cancelled. Select the appointment you just cancelled and click Reschedule. The Integrated Booking Space displays with the appointment information displayed in the collection. Step 8 Click Find or Update to reschedule the appointment. Highlight, Select and Save an available time. The Summary of Saved Appointments screen displays. Note: if you rescheduled a recurring appointment the Recur Series dialog will display. Associate the appointment to the existing recur series. Step 9 Click Cancel to return to the Soarian Financials home page. Document ID: A5EC Page 37 of 59 Released Date:7-January-2016

38 Exercise 21 Pend Appointment Select Appointment Management from the Soarian Financials Home Page. Click Select Patient. On the Soarian Financials Patient Locator, search for the patient registered in Exercise 21 Click Search. Select your patient from the Results section and click Select. Select Manage Appointments on the Recent Encounters dialog. The Soarian Scheduling Patient Appointments screen displays. Select an appointment from the list to Pend Click either Reschedule or Cancel at the bottom of the screen. Note: Appointments can be Pended from the Integrated Booking Space Book View, 1-Day Resource Book and Resource Appointments screen. Depending on which option you choose, either the Reschedule Appointment(s) or Cancel Appointment(s) dialog will display. Step 5 Select a Reason from the drop down. Click Pend. The Patient Appointments screen displays. Notice the Patient has (1) pended appointments notification at the top of the screen. Step 6 Change the appointment status from Scheduled to Pended and click Go. Notice the pended appointment and the encounter status of cancelled. Select the appointment you just pended and click Reschedule. The Integrated Booking Space displays with the appointment information displayed in the Collection. Document ID: A5EC Page 38 of 59 Released Date:7-January-2016

39 Step 7 Click Find or Update to reschedule the appointment. Highlight, Select and Save an available time. The Summary of Saved Appointments screen displays. Note: if you are rescheduling a recurring appointment the Recur Series dialog will display. Associate the appointment to the existing recur series. Step 8 Click Same Patient. The Integrated Booking Space displays. Document ID: A5EC Page 39 of 59 Released Date:7-January-2016

40 Exercise 22 Right Click Select Patient Select Appointment Management from the Soarian Financials Home Page. The Integrated Booking Space displays. To display resources in the Book View, key in a resource group code. If you are unsure of the resource group, use the Search for Resource or Resource Group button. For the most part, in the system we are using the Resource Group code matches the Department Code. Use a Resource Group that you scheduled appointments for in previous exercises. Click Update. If there are no patients scheduled on the displayed date, click a date on the calendar that you schedule appointments for in previous exercises Once you have found a date with patients scheduled, right click on a time slot where a patient is scheduled and choose Select Patient from list. The patient information will display in the banner. If the patient has a Patient Alert a dialog will display. Click OK on that dialog. Document ID: A5EC Page 40 of 59 Released Date:7-January-2016

41 Exercise 23 Right Click View Appointment Detail From the Book View on the Soarian Scheduling Integrated Booking Space, right click on an appointment you created in the earlier exercises. Choose View Appointment Detail from list. The Appointment Details dialog displays. Click the triangle next to Post-Scheduling Questionnaires and Instructions. You may have to use the scroll bar on the right to see this section and the following section. Click the triangle next to Pre-Scheduling Questionnaires and Instructions. Click the triangle next to Audit. Click Close. Document ID: A5EC Page 41 of 59 Released Date:7-January-2016

42 Exercise 24 Right Click Edit Appointment Data & Questionnaire(s) From the Book View on the Soarian Scheduling Integrated Booking Space, right click on an appointment. Choose Edit Appointment Data & Questionnaire(s). The Edit Appointment Data & Questionnaire(s) dialog displays. Enter a comment for this appointment. Click the Questionnaires and Instructions tab. Step 5 Click OK Step 6 Step 7 Step 8 Step 9 0 Right click on the same appointment time and choose View Appointment Detail. The Appointment Detail dialog displays. Scroll down to the bottom of the dialog and click the triangle next to Audit. Notice the Edit Appointment entry in the Audit. Click Close on the Appointment Details dialog. Document ID: A5EC Page 42 of 59 Released Date:7-January-2016

43 Exercise 25 Right Click Move Appointment From the Book View on the Soarian Scheduling Integrated Booking Space, right click on an appointment you created in the earlier exercises. Select Move Appointment from list Notice the appointment being moved is parked at the bottom of the screen. Highlight a different time slot on the same day, or use the calendar to change the date and highlight a time on that date. Choose Save Appointment from list. The appointment has been moved to the new time slot. Step 5 Right click on the appointment you just moved and choose View Appointment Detail from list. View the Audit. Notice the Rescheduled transaction in the list with a Reschedule Reason of Book Move. Click Close on the Appointment Details dialog. Document ID: A5EC Page 43 of 59 Released Date:7-January-2016

44 Exercise 26 Right Click Copy Appointment Keep Resources Before proceeding with this exercise make sure the Activity Tab and the Resource Tab in the Collection area are empty. If there is anything in either tab, use the check box at the top of the column to select everything, if not already selected the click the X to remove them. Remember to check both tabs. From the Book View on the Soarian Scheduling Integrated Booking Space, right click on an appointment you created in the earlier exercises. Choose Copy Appointment Keep Resources from list. Notice that the Activity and Resource(s) were moved to the Collection. If there were more than 1 resource configured to perform the activity, all will be displayed on the Resource tab, but only the resource that the original appointment is scheduled with will be checked. Notice that any appointment data from the copied appointment displays on the Appointment Data tab. You may need to resize the display using one of the icons in the top right of the Book View to see the Appointment Data tab. Step 5 Click either Find or Update to make new appointment(s) using the original appointment data. Highlight the new appointment(s). Click Select. Click Save. The Summary of Saved Appointments Displays Step 6 Click the Encounter Status Indicator to display the Encounter Details. Encounter Number: ECD number: Encounter Provider: Encounter Location: Step 7 Step 8 Click Close on the Encounter Details dialog. Click Same Patient on Summary of Saved Appointments dialog. Document ID: A5EC Page 44 of 59 Released Date:7-January-2016

45 Exercise 27 Right Click Copy Appointment New Resources Before proceeding with this exercise make sure the Activity Tab and the Resource Tab in the Collection area are empty. If there is anything in either tab, use the check box at the top of the column to select everything, if not already selected the click the X to remove them. Remember to check both tabs. From the Book View on the Soarian Scheduling Integrated Booking Space, right click on an appointment you created in the earlier exercises. Choose Copy Appointment New Resources from list. Notice that the Activity and Resource(s) were moved to the Collection. If there were more than 1 resource configured to perform the activity, all will be displayed on the Resource tab and all will be checked. Notice that any appointment data from the copied appointment displays on the Appointment Data tab. You may need to resize the display using one of the icons in the top right of the Book View to see the Appointment Data tab. Step 5 Click either Find or Update to make new appointments using the original appointment data. Highlight the new appointment(s). Click Select. Click Save. The Summary of Saved Appointments Displays Step 6 Click the Encounter Status Indicator to display the Encounter Details. Encounter Number: ECD number: Encounter Provider: Encounter Location: Step 7 Step 8 Click Close on the Encounter Details dialog. Click Close on Summary of Saved Appointments dialog to return to the Soarian Financials home page. Document ID: A5EC Page 45 of 59 Released Date:7-January-2016

46 Exercise 28 IBS Toolbar Manage Resource Schedule Select Appointment Management from the Soarian Financials Home Page. The Integrated Booking Space displays.. To display resources in the Book View, key in a resource group code. If you are unsure of the resource group, use the Search for Resource or Resource Group button. For the most part, in the system we are using the Resource Group code matches the Department Code. Use a Resource Group that you scheduled appointments for in previous exercises. Click Update. Make sure the date that is displaying is today s date or a future date. Click the Resource Code at the top of the column. On the Soarian Scheduling Integrated Booking Space, click Manage Resource Schedule in the Toolbar. The Manage Resource Schedule screen displays. Click the 12:00 timeslot (the line will turn blue), and click Modify at the bottom of the screen. The Modify Template Slot(s) dialog displays. Step 5 Change the Quota Maximum to 0 (zero). Click OK. Step 6 The Manage Resource Schedule displays. Notice the slot navigator on the left side for the timeslot that was just modified. Step 7 Click the Integrated Booking Space at the top. Document ID: A5EC Page 46 of 59 Released Date:7-January-2016

47 Exercise 29 - Block From the Soarian Scheduling Integrated Booking Space, click a resource code at the top of the column and a timeslot in the column. Click Block in the toolbar. The Block/Unblock Schedule dialog displays. Enter a Block Range Start and End Date and Time. Leave the Recurrence Pattern set to None. Select a Block Reason from the drop down. Optionally enter a Block Comment. Click Block Resource. If the Existing Appointments in New Block dialog displays choose the Retain them as scheduled option. The timeslots blocked will now display in the Current blocked times section of the screen. Click Close. The Integrated Booking Space Book View displays with the blocked time slot(s). Document ID: A5EC Page 47 of 59 Released Date:7-January-2016

48 Exercise 30 Manage Block From the Soarian Scheduling Integrated Booking Space, click a resource code at the top of the column and a blocked timeslot in the column. Click Block in the toolbar. The Block/Unblock Schedule dialog displays. Select a different Block Reason from the drop down. Click Update. The Current blocked times information is updated at the top of the screen. Click Close. The Integrated Booking Space Book View displays with the updated block information. Document ID: A5EC Page 48 of 59 Released Date:7-January-2016

49 Exercise 31 - Unblock From the Soarian Scheduling Integrated Booking Space, click a resource code at the top of the column and a blocked timeslot in the column. Click Block in the toolbar. The Block/Unblock Schedule dialog displays. Select an Unblock reason from the drop down. Click Unblock The Current blocked times section is updated. Click Close The Integrated Booking Space Book View is displayed with the timeslots unblocked. Document ID: A5EC Page 49 of 59 Released Date:7-January-2016

50 Exercise 32 Move Appointment to Other Resource From the Soarian Scheduling Integrated Booking Space, display a date that has at least one appointment scheduled on it. Click the Resource Code at the top of the column. Click Move Appointment to Other Resource. The Move Appointment to Other Resource dialog will display. By default, all appointments on the day will be selected. If you do not want to move all of the appointments, uncheck the ones you don t want to move. Key in or search for a Resource to move the appointments to. All ancillary resources have an additional room. For example, CTROOM1 has a CTROOM2, MRIROOM1 has an MRIROOM2. The Resource you are moving to must be in the same Resource Group as the Resource you are moving the appointment(s) from. Select a Reason code from the drop down. Click OK. The Integrated Booking Space Book View will display with the appointments moved to the new Resource. Click Close in the Soarian Scheduling frame to return to Soarian Financials. Note: Depending on why the appointments were being moved to another resource, the user would probably need to block the resource s schedule to prevent other appointments from being scheduled. Document ID: A5EC Page 50 of 59 Released Date:7-January-2016

51 Exercise 33 Resource Book Select 1 Day Book. Review appointment management options. Schedule a new appointment for your patient using the 1 Day Resource Book. Select the appointment slot. Select the Schedule icon. Search for your patient by name. Following the system prompts and complete the appointment Block an appointment on the schedule Select an appointment slot. Select the Block icon. Complete the appointment block. Step 5 Step 6 Select the Manage Resource Schedule Tab Review schedule management options. Add slots to the end of the schedule. Select an existing slot Select the Copy slot option. Create 4 or 5 new appointment slots. Step 7 Step 8 Select the Session Management tab. Review the session templates for your resource. Select the mini-clinic session template to highlight it to orange. Select a Saturday on the calendar. Save the template. Repeat assigning the session template using a column selection (Saturday column selection) and a week selection. Note the differences. Document ID: A5EC Page 51 of 59 Released Date:7-January-2016

52 Exercise 34 Resource Appointments Display Select Appointment Management from the Soarian Financials Home Page. The Integrated Booking Space displays displays. Click Resource Appointments. The Resource Appointments screen displays. Select a date and enter a Resource or Resource Group Code in the blue box at the top of the screen. You can use the browser to locate a Resource Group Code if necessary. Refer to Exercises 2 5 for dates that resources have appointments scheduled. Click Go. The Resource Schedule displays for the specified date and Resource/Resource Group. Click Filter. Choose 1 or 2 items to filter the display. Click OK. The Resource Appointments screen displays with the filters in place. Click Remove Filter. The Resource Appointments screen displays with all of the Resource/Resource Group appointments displayed. Step 5 Click either the 5 or 7 next to the date on the left side of the screen. The Resource Appointments screen displays with either 5 or 7 days appointments for the Resource/Resource Group. Step 6 Step 7 Use the arrows on either side of the date to scroll the display. Click Close in the frame to return to the Soarian Financials Home Page displays. Document ID: A5EC Page 52 of 59 Released Date:7-January-2016

53 Exercise 35 Confirm Appointment Select Appointment Management from the Soarian Financials Home Page. The Integrated Booking Space displays. Click the Resource Appointments tab. Enter a resource or resource group code and a date that has appointments scheduled and click Go. The resource or resource group appointments display for the specified date. Step 5 Select an appointment from the list and click Confirm at the bottom of the screen. Note: Appointments can be Confirmed from the Integrated Booking Space Book View, Patient Appointment list and Resource Book. The Confirm Patient Appointments dialog displays. Step 5 Click the Confirm Appointment(s) check box. The date and time default to the current date/time. Optionally enter Comments. Click OK. The Resource Appointments screen displays. Step 6 Notice the blue check mark.indicating the appointment has been confirmed. This blue check mark will also display in the appointment hover on the Integrated Booking Space, and in columns on the Patient Appointment List, and 1-Day Resource Book. Document ID: A5EC Page 53 of 59 Released Date:7-January-2016

54 Exercise 36 Unconfirm Appointment From the Soarian Scheduling Resource Appointments screen select the appointment that was confirmed in Exercise 54. Click Confirm at the bottom of the screen. Note: Appointments can be un-confirmed from the Integrated Booking Space Book View, Patient Appointment list, 1-Day Book. The Unconfirm Patient Appointments dialog displays. Click the Unconfirm Appointment(s) check box. Click OK. The Resource Appointments screen displays. The blue check mark is removed from the appointment. Click Integrated Booking Space. Step 5 Update the book view to display the resource and date just used in Exercises 54. Step 6 Step 7 Step 8 Step 9 0 Right click on the appointment and select View Appointment Details. Scroll down to the bottom of the dialog to the Audit and click the triangle. Notice the in audit the entries for Confirm and Unconfirm as well as other entries for this appointment. Click Close on the View Appointments Detail dialog. Click Cancel to return to the Soarian Financials home page. Document ID: A5EC Page 54 of 59 Released Date:7-January-2016

55 Exercise 37 Pended Appointments Worklist Select Scheduling Worklists from the Soarian Financials Home Page. The Soarian Scheduling Worklist screen displays. Open a Pended Appointments worklist that has appointments on it by clicking the arrow in the middle of the line beneath the worklist name. The open worklist will display a list of appointment dates. Click the triangle next to one of the dates. The worklist will display the pended appointments for that date. Select one of the appointments by clicking the check box. Click Add Worklist Item Comment. The Add/Edit Worklist Item Comment dialog displays. Step 5 Enter a worklist item comment Click OK. The Worklist screen displays with the added worklist item comment. There are other functions on the worklist that behave just as they do in the application. Step 6 Click Done to return to the Soarian Financials Home Page. Document ID: A5EC Page 55 of 59 Released Date:7-January-2016

56 Exercise 38 Appointment Request Worklist Note: Soarian does not have a waitlist worklist. Ue the appointment request worklist or the reasonbased worklist to request a waitlist. Select Scheduling Worklists from the Soarian Financials Home Page. The Soarian Scheduling Worklist screen displays. Step 5 Open an Appointment Request Worklist from your Worklist screen in Soarian Scheduling. Open the blind for today s date and locate the appointment request you created in exercise 32. Depending on the worklist you are looking at there may be other requests on the worklist besides the one you created. Use the Sort function to change the sort of the items on the worklist. This will only work if there is more than one item on the worklist. Click on the down arrow beside the Activity and change the activity on the request. Click OK. New Activity: Step 6 Click the Submitted time link to display the Request Details dialog. Open the Audit blind. Notice the Activity Changed entry. Click Close. Step 7 Select a request from the worklist and click the Terminate button. The Terminate Requests dialog displays. Select a Reason from the dropdown and click OK. The Worklist list screen redisplays. Step 8 Select Appointment Management from the Soarian Financials Home Page. The Integrated Booking Space displays. Click the Patient Appointments tab. The Patient Appointment list displays. Step 9 Change the appointment status from Scheduled to Terminated and click Go. Document ID: A5EC Page 56 of 59 Released Date:7-January-2016

57 The terminated appointment request displays. 0 Click Cancel to return to the Soarian Financials Home Page. Document ID: A5EC Page 57 of 59 Released Date:7-January-2016

58 Exercise 39 Reason-Based Worklist - Authorization Select Scheduling Worklists from the Soarian Financials Home Page. The Soarian Scheduling Worklist screen displays. Step 5 Open the Reason-Based Worklist from your Worklist screen in Soarian Scheduling. Open the blind for today s date and locate the Waitlisted appointment you created in exercise 30. Depending on the worklist you are looking at there may be other requests on the worklist besides the one you created. Use the Sort function to change the sort of the items on the worklist. This will only work if there is more than one item on the worklist. Click on the down arrow beside the Activity and change the activity on the request. Click OK. New Activity: Step 6 Click the Submitted time link to display the Request Details dialog. Open the Audit blind. Notice the Activity Changed entry. Click Close. Step 7 Select a request from the worklist and click the Terminate button. The Terminate Requests dialog displays. Select a Reason from the dropdown and click OK. The Worklist list screen redisplays. Step 8 Click Schedule in the Frame. The Integrated Booking Space displays. Click the Patient Appointments tab. The Patient Appointment list displays. Step 9 Change the appointment status from Scheduled to Terminated and click Go. The terminated appointment request displays. 0 Click Done to return to the Soarian Financials Home Page. Document ID: A5EC Page 58 of 59 Released Date:7-January-2016

59 Exercise 40 Revise Encounter Details On the Soarian Financials Home Page select Revise Encounter Details. The Soarian Financials patient locator displays. You can search for your patient by encounter number or click Find Patient to search by name. The Encounter Details screen displays. Notice that the Revise Encounter Date/Time button is grayed out. This is because there are appointments associated with this encounter. In order to revise the encounter date/time you would need to reschedule the appointment(s). Click the View Appointments button which is enabled since there are appointments associated. The Appointments Scheduled for: dialog displays. Review the appointment information. Click Done. Step 5 Optionally enter or change any encounter information. Click Done. Step 6 The Finish Revise Encounter dialog displays. Click Yes. Step 7 The Print Artifacts screen displays. Click Done. Step 8 The Soarian Financials Home Page displays. Document ID: A5EC Page 59 of 59 Released Date:7-January-2016