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This topic contains the following sections:

Manage Patient Appointments

Schedule a Patient Appointment 

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1. Click the Practice tab.
2. Click Wait List Dashboard in the left navigation bar.
3. Select the wait list - Admit, Appointment, Bed, or Group - to view from the Type menu.
4. Enter the remaining search criteria.
5. Click Search. 
6. Click the check mark icon in a wait list entry in the search results, and then update the status.

Manage Group Sessions

Schedule a Group Session Event

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1. Click the group session in the calendar. 
2. For each patient, the Check In link in the Action column in the table within the popup window. You can select multiple patients to check in.
3. Click the Check In link in Action column for a patient. The payment screen appears. Enter the payment details and click Save.
4. Click the patient's name to create a new encounter.

Send Appointment Reminders

DrCloudEHR enables you to send appointment reminders to patients. The feature is enabled through integration with the ClientTell automated appointment reminder solution.

Send Appointment Reminders

You use the ClientTell Log feature to submit appointments that you want to send reminders for. You select the appointment date for which to send reminders. Reminders are sent to all patients that have an appointment scheduled on the selected date.

1. Click the Practice tab.
2. Click Administrative in the left navigation menu, and then click ClientTell Log.
3. Click the calendar icon next to Upload appointments for date and then select the date of the appointments you want to upload.
4. Click Submit.

View Appointment Reminder Status

You can also view the status of previous appointment reminders. You can view reminders that were successfully sent, or reminders that failed to be sent and need to be resubmitted. 

1. Click the Practice tab.
2. Click Administrative in the left navigation menu, and then click ClientTell Log. 
3. Select the reminders to display:
   1. Select Target Appointment Date to view reminders based on the appointment date.
   2. Select Generated Date to view reminders by the date sent.
4. Click the calendar icons and select the target date or a date range that you want to view.
5. Select whether to view reminders that were successfully sent, or reminders that failed to be sent.
6. Click Go.

Configure Appointment Reminders When You Create Categories

You can configure the application to send appointment reminders when you create a category. Reminders will be sent for all appointments created under the category.

When you create a calendar category, select the Include in ClientTell Script check box. The number of days before the appointment to send the reminder is determined by the ClientTell settings.

For more information on creating categories, see Create Categories. 

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