PM Milestone 4 - Scheduling and Reports

This course guides users through creating and editing appointments and reviews how to access reports.

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Course curriculum

1. Review Milestone 3 Objectives
2. Introduction to Milestone 4
1. Accessing the Scheduler
1. Introduction to the Patient Scheduler
2. Patient Scheduling Tools
3. Capacity Consumption Summary
4. How to Add an Appointment
5. Assigned Providers
6. Reviewing and Editing Appointment Details
7. Moving an Appointment on the Calendar
1. Introduction to the Provider Scheduler
2. Provider Scheduling Tools and Capacity Consumption Summary
3. Adding, Reviewing, and Moving an Appointment
1. Creating Recurring Appointments
2. Editing a Recurring Series
1. Cancelling and Uncancelling Appointments
2. Rescheduling a Cancellation
3. Late and Mass Cancellations
1. Using the Clinic Scheduling View
1. Using the All Providers Scheduling View
2. Dashboard Alerts
1. Introduction to Reports
2. Contracts Reports
3. Providers Reports
4. Payroll Reports
5. Scheduling Reports
6. Patient Reports
7. Billing and Collections Reports
8. Locations Report
1. Next Steps Before Milestone 5

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