Patient Virtual Appointments Execution
To execute an Appointment, you must follow the next steps:
In the DoctorHelper®’s app, click the Site map icon , and then click “Appointments Board”.
On the Appointments Board, right click the Appointment and change the status to "In Progress."
The Appointment color will change to green.
On the Appointment Board the appointment will change the color too.
Hover over the appointment and then click “Appointment EHR” number displayed in this dialog.
The appointment will be opened.
Or you can go to the Appointments section and click the appointment number.
Then click “In Progress”.
All the Appointment tabs and information will be displayed. One day before the appointment date “Virtual Appointment Link” will be generated and configured in the Appoinyment.
Join now to access the meeting.
If you want to chat with the Patient
Tu turn on your video or microphone
Tu share your screen
Select Desktop
Start your appointment.
In the DoctorHelper®’s app, click the Site map icon , and then click “Appointments Board”.
On the Appointments Board, right click the Appointment and change the status to "In Progress."
The Appointment color will change to green.
On the Appointment Board the appointment will change the color too.
Hover over the appointment and then click “Appointment EHR” number displayed in this dialog.
The appointment will be opened.
Or you can go to the Appointments section and click the appointment number.
Then click “In Progress”.
All the Appointment tabs and information will be displayed. One day before the appointment date “Virtual Appointment Link” will be generated and configured in the Appoinyment.
Virtual Appointment
Click on to open the appointment. Open MS Teams. Click on Open Microsoft Teams.Join now to access the meeting.
If you want to chat with the Patient
Tu turn on your video or microphone
Tu share your screen
Select Desktop
Start your appointment.
General Information
To add information to the Appointment’s General Information, follow the steps below and do not forget to complete the required fields (*). Fields marked with (-) are auto completed.-
- General Information
- (-) Appointment Number: This field will be autocompleted.
- (*) Patient: Select Appointment's Patient from the lookup list (click on or click on enter)
- (-) Age: This field will be autocompleted after the Patient is selected.
- (-) Birthdate: This field will be autocompleted after the Patient is selected.
- (-) Gender: This field will be autocompleted after the Patient is selected.
- (*) Type: Select Appointment's Type from the lookup list (click on or click on enter). In this case select “Virtual Consultation”. Depending on the Type selected other fields will be displayed.
- (*) Appointment Reason: Select Appointment's Reason from the lookup list (click on or click on enter)
- Save and Close.
- Patient Flags: To insert Patient's Flag, click on then click on " New Patient Flag"
- General Information
- Complete the Patient's Flags. Fields with (*) are required fields and must be completed before save the record. Fields marked with (-) are auto completed.
- (*) Patient Flag: Select Patient's Flag from the look up list (click on or click on enter)
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- Orders to Print: After the Practitioner insert a medical order, depending on the selected, the orders to print fields will be auto completed.
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- Image Order
- Procedure Order
- Medication Order
- Laboratory Order
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- Encounter
- Follow Up: Enter next appointment optional date
- Companion: Select Patient's Companion from the lookup list (click on or click on enter). If the person doesn’t exist please created as a potencial patient.
- Orders to Print: After the Practitioner insert a medical order, depending on the selected, the orders to print fields will be auto completed.
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- Relationship to Patient: Enter companion relationship with patient
- Patient Insurance: Select Patient's Insurance from the lookup list (click on or click on enter)
- Encounter Note: Select from: No Alert, Allergy, Diagnostic Health, Medication or Pregnancy
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- (-) Virtual Appointment Link: This field will be auto completed after the appointment is booked.
- Satisfaction Rating: Select Patient’s appointment satisfaction rating
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- (-) Appointment Rating: The appointment rating value will be auto calculated depending on satisfaction rating selected: Bad, Poor, Average/Natural, Good, Excellent.
- (-) Practitioner: This field will be auto completed after the appointment is booked.
- (-) Date: This field will be auto completed after the appointment is booked.
- (-) Start Time: This field will be auto completed after the appointment is started.
- (-) End Time: This field will be auto completed after the appointment is completed.
- (-) Duration; This field will be auto completed after the appointment is completed.
- Save
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