Overview: Appointment Status Indicator

The Appointment Status Indicator allows users to specify whether a patient appointment is for a New Problem or a Follow-Up using a simple selection option. Identifying the appointment status improves care continuity tracking and reporting accuracy, ensuring a more efficient and structured approach to patient visit management. 

This user guide outlines the steps on how to add an appointment status indicator to an appointment and view the same indicators in the Appointment Search View.

 

Adding the Appointment Status Indicator

Go to Scheduler > Appointment View > New Appointment.

In the In the New Appointment interface, select the Appointment Status to specify whether an appointment is for a new problem or a follow-up to a previous visit.

 

Appointment Status Options

New Problem

Select this option if the appointment is for a new condition or is unrelated to a previous visit.

📌 Examples: 

• A patient schedules an appointment for a sore throat that has not been previously evaluated.
• A patient comes in for sudden knee pain that has not been assessed before.
• A patient wants an evaluation for recurring headaches that have not been previously diagnosed.
• A patient books a consultation for a newly developed rash.
• A patient seeks care for stomach pain that started recently and has no prior diagnosis.

Follow-Up

Select this option if the appointment is related to a prior visit or is for ongoing treatment.

📌 Examples: 

• A patient returns for a follow-up visit after being prescribed medication for high blood pressure to assess effectiveness and potential adjustments.
  A patient revisits to monitor blood sugar levels after an initial diabetes diagnosis.
• A patient has a post-surgery follow-up to check healing progress.
• A patient follows up after an X-ray for a fractured wrist to discuss treatment.

A patient returns for a second dose of a vaccine.

 

Appointment Search View

Go to Scheduler > Appointment Search > Search appointment. 

In Appointment Search, the Appointment Status Indicator helps users quickly identify whether an appointment is for a New Problem or a Follow-Up.

• The Appointment Type Status is displayed alongside the appointment details, allowing staff to efficiently manage and track patient visits.

 

This status ensures accurate scheduling, continuity of care, and proper categorization of visits.

 

By using the Appointment Status Indicator, practices can optimize workflow, improve documentation accuracy, and enhance patient care.