1. Lesson 5: Epic Past Appointment Scheduling

2. Epic Past Appointment Scheduling
In this lesson you will learn to:
─ Create a past appointment
─ Navigate the warning signs
─ Update the appointment status

3. Epic Past Appointment Scheduling
Reasons why it may be necessary to create an appointment with a past date to maintain accurate appointment statistics include:
Patients that have been seen by the provider, but did not have a scheduled appointment.
Recovery following downtime.

4. Epic Past Appointment Scheduling
When it’s necessary to schedule an appointment with a past date in Scheduling, the steps are the same as entering a regular appointment.
When you enter a past date and start your search you will get a date warning message.

5. Epic Past Appointment Scheduling
The warning sign appears again when you select the time slot.
To continue scheduling appointments with a past date, click “OK”.

6. Epic Past Appointment Scheduling
Scheduling a past appointment will display an Appointment Status window during the scheduling workflow.
Use this window to record the actual appointment status for your statistics for the patient and your Practice. Click on the magnifying glass or press F5.

7. Epic Past Appointment Scheduling
Select the appropriate outcome of the past appointment.
Note: In order for visits to interface to other systems, the appointment must be scheduled and checked in. Consider this workflow when choosing the appointment status.

8. Epic Past Appointment Scheduling
Click Accept to complete the process.

9. Epic Past Appointment Scheduling
When the appointment has been defined with the Visit Type, Provider/Resource, Date, appointment time and outcome, the appointment selection process is the same as scheduling future appointments.
Since the appointment has already occurred, you can click Accept on the appointment review and update the appointment information screen as needed.