Synchronising Appointment Type & item numbers on bookings

  • 4
  • Idea
  • Updated 5 years ago
  • Under Consideration
  • (Edited)
When making a booking I would like to have it come up automatically that the appointment type matches the item code for example, if an item code of 505 is entered the appointment type of Subsequent Private is automatically entered on that booking.  One example of the problem this causes is if you have an EPC patient under Medicare who has utilised all of their EPC visits under Medicare & chooses to then attend & pay privately, currently the next booking will automatically come up even if you change the item number as Appointment Type - Medicare /DVA.   If not changed manually at the time of booking, the appointment still shows on the diary as Medicare/DVA and this causes a lot of confusion with regards to the booking/ charges etc.   This would stop this confusion & save a lot of time in the manual corrections.
Photo of Lin


  • 24 Posts
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Posted 5 years ago

  • 4
Photo of Timothy

Timothy, Business Care Manager

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Hi L

Thank you for your post.

I confirm that the logic behind how practitioners, patients, appointment types, item codes, fee categories and charges interrelate is by design, and satisfies the needs of the majority of our users. Behind the scenes, it is using "fuzzy logic" to try to minimise the number of steps required by the reception staff when making an appointment. For example, Front Desk will book in an initial consult cost pertinent to a practitioner when booking in a new patient and then a subsequent consultation cost for future appointments. It is not a perfect science, and does require the input of a trained receptionist when booking patients in and billing. We understand that you would like it to work in another way, which we can certainly consider based on the input of other users.

I have changed the post to an idea rather than a problem.
Photo of Kirsty


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We have the same issue when clients have a mix of extended and normal consults. It is easy for the item code to miss being changed when the appt type is changed. Our reception staff are usually pretty good at picking it up when billing, but it can be overlooked. It is embarrassing if we overcharge and not financially viable if we under charge!