Q: How do I set up a Provider?
A: To set up a provider:
Go into Settings>Provider Availability and click on "Add Provider" in the upper right side of the screen & select the provider you want to add
Provider must be a "Primary Provider" for at least 1 patient in ChiroTouch
In "Display Name" box, type in the provider name you want the patient to see
In " Description" box, only use if you want additional information to display along with the provider name
In "Max Appointment per Time Block" box, use the drop down to select the maximum number of appointments that can be booked per time block
Check "Available for online scheduling" box
Click on the visit purposes that a patient can schedule with this provider. A gold border will show around the visit purposes selected.
"Provider availability hours" section. Click on each day of the week to enter the regular office hours the provider is normally available to see patients
"Set exceptions for specific days" section. Use this section to block off specific days or specific times if the provider is not going to be available for some reason in the regular "Provider availability hours" section. (For example, holidays or scheduled days off). Click on "Save" button.
If the provider is only available for specific hours for specific visit purposes, click on the "gear" icon in that specific visit purpose. Enter the "Purpose availability hours" for each day, then check the "Override provider availability hours" box and click on "Save " button
Click on "Save " button
Q: If we have multiple providers can we use online scheduling?
A: Yes, you can set up each provider and assign the appointment purpose the provider is available for.
Q: If we don't set aside specific hours that are for new patients only, what is the best practice for setting up a new patient visit purpose for a particular provider?
A: You may want to set up an additional provider using a slightly different variation of the provider’s name. That way there will be a separate column on the scheduler for new patients increasing availability for online scheduling.
Q: When a provider is taking time off, how do I block off his/her schedule?
A: When a provider is out of the office, go to Scheduling - Settings - Provider Availability. Select Edit for the appropriate provider and scroll down to the section Set exceptions for specific days. Click on the day and enter a Block From and Block To time or All day to prevent patients from scheduling during those specific times or on that specific day. Hit Save.
You can also block off the provider's schedule by adding an event on the ChiroTouch Scheduler for the specific times/days.
Q: I added a provider to our EMR/EHR, but they are not available in Provider Settings - Add Provider. How do I get the provider to show up on the list?
A:
ChiroTouch: Assign the provider as the primary provider on at least one patient's case. The provider will be visible under Add Provider after the next data sync.
Genesis/Vericle:
Make sure the provider has an active flag on the Practitioner ID list. The provider will be visible under Add Provider after the next data sync.
Identify the provider details associated with the schedule by locating the Practitioner list in Genesis. It is possible that the provider is associated with a different name.
select Search
select Providers
click on clinic name
select Practitioner tab
Q: How does the Max Appointment per Time Block setting work?
A: This feature works best when a provider has multiple appointment or visit purposes with different time schedules and different numbers of allowed appointments per time block. For example - set the Max Appointment per Time Block to 5 for the provider and set the corresponding visit purposes to 1 and 5 as shown below.
1 new patient is allowed at each of the following times on Mondays:
9:15AM
10:30AM
3:00PM
4:15PM
5 existing patients are allowed per 15 minute block on Mondays between:
8:00AM - 9:15AM
9:45AM - 10:30AM
3:30PM - 4:15PM
4:45PM - 6:00PM