Appointments Function

The Appointments function is a robust scheduling and confirmation tool providing an alternative means to review, edit, confirm, and schedule new visits. This category provides guidance and instructions on the Appointments functionality in the HHAeXchange system.

Go to Visit > Appointments to access the Appointments function.

The Appointments function under Visit > Appointments is a robust scheduling and confirmation tool which provides an alternative means of scheduling new visits, such as:

• Schedule and confirm visits,

• Create or edit Master Weeks,

• Delete scheduled visits, and

• Perform Availability Searches for multiple Patients or Caregivers at once.

To search for a visit, specify the View By option of either Patient or Caregiver and select the required Office and From Date fields. Use other available search filters to narrow searches to specific information.

The View By option serves the primary sorting criteria for the search providing results based on the selection. One can search for the Patient receiving the service, or the Caregiver assigned to the visit. The selected View By option changes the available filter fields to facilitate precise searches.

For example, if searching by Patient, the Appointments functionality provides filter fields applicable to Patients, such as: Patient Contract, Patient Discipline, and Admission ID.

If searching by Caregiver, the system replaces Patient specific fields with fields such as Assignment ID, Caregiver Discipline, and Caregiver Code.

The Display Empty Rows checkbox is selected by default. With this enabled, the search includes all Patients or Caregivers depending on the selected View By option regardless of whether they have any scheduled visits for the selected week. To view only Patients or Caregivers who have scheduled visits, unselect this checkbox.

Once a search is run, click the Minimize Filters option on the bottom-right corner to collapse the search filters and expand the page to only show the search results which facilitates the viewing of the information.