Default to Initial Consult for existing patients who haven't been seen for a while??

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  • Idea
  • Updated 4 years ago
Currently the default appointment types are setup per practitioner, which is great, but would it be possible to have a setting whereby if a patient hasn't been seen in 3-months / 6-months / current year/.. etc the default appointment type is Initial Consult? Save the reception staff having to change the item code later and also ensure that they are correctly billed not billed as a subsequent consult.
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david donkin

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Posted 4 years ago

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Andrew, Community Manager

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Hi David

While it is currently up to the user to choose the appropriate appointment type for the booking, there are features in Front Desk that make it clear when a patient hasn't been seen for a set period.

If under the Appointment Book (Warnings) tab of System Information you have enabled 'No Appointments for XX months' the user will receive an appropriate warning at the time of creating the appointment.



Below is the message that would appear when booking an appointment for a patient who hasn't been seen for 6 months.



I understand this is not completely automated as you have suggested, but I did want to make this feature known as the current solution.

As always we are happy to gauge interest in your idea by the 'Likes' and 'Comments' your post receives from other users.
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SydSportsMed

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This would be a problem for podiatry as patient's can only ever have one initial appointment, regardless of how long ago their appointment was.
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Joyaa Antares

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I'd definitely vote "yes" for the idea David.  As an option of course (thinking of folks in SSM's position), and variable according to the user's needs.  The set-up could be similar in principle to the "no appointment for" that Andrew refers to.
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SydSportsMed

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As long as the variable (tick-box) is system wide for the practice, rather than against each practitioner, as it also applies to remedial massage.  Also our physio's don't always charge an "initial" price if it is a regular patient / pensioner etc.
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david donkin

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sounds the like the podiatry association are even more ineffective than the physio association, how they can only ever charge 1 initial consult despite probable different injuries is bizzare - and off topic sorry! We similarly might not charge the initial fee on a regular but will charge the initial consult using the initial code through hicaps / tyro so that the client receives the increased rebate of an initial consult.
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david donkin

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Thanks Andrew, I knew I'd seen a feature like that and we do have it set. As you say not exactly what I was hoping for but does work as intended ta. Would it be possible to add a "this calendar year" option to the existing system in lieu of the change suggested above?? Thanks, Dave
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Neil Dembo

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Andrew- Does this need to be set per computer or done via Admin it relates to the whole system