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Universal Office Help Centre

Practice Management - HCAI, MVA, EHC, WSIB

 
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Scheduling

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Schedule Appointments

The Appointment Book is designated for scheduling and managing patient appointments. The system provides detailed information on the scheduled appointment itself....
  • 0

Add and Modify Appointment Note

This article helps you add notes to an appointment, either to share information with a coworker or as a reminder...
  • 1

Maintain Waiting List

This article helps you add and manage patients who are waiting for an appointment time to become available. When an...
  • 2

Check-in and Modify Appointment Status

This article will help you update the status of an appointment when patients check-in, cancel or miss visits. To perform...
  • 1

Flag Appointments for Transportation and Translation

This article helps you flag appointments for patients who need Transportation and/or Translation services, so you can make the necessary...
  • 0

Manage Appointments

This article helps you manipulate appointments in the Appointment Book. To perform the following procedures, open the Appointment Book. Extend...
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Preview Patient Information and Print Schedule

This article helps you preview a patient’s Contact Information and Case Summary, as well as print a Provider Schedule. To...
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About the Appointment Book User Interface

This article introduces the Appointment Book and provides general information about working with it. See the Scheduling category to learn more the...
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Add Charges to Scheduled Appointments

This article helps you add charges to existing appointments (you may also pre-charge appointments, for more information see Schedule Appointments...
  • 0

Article Index

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