Getting Started Scheduling

Definitions
  1. Clinic Schedule – A graphical representation of the daily schedule. Each provider has an individual column. Most clinics prefer to use the Clinic Schedule.
  2. My Schedule – A graphical representation of the schedule which allows day, week, and month views. All providers has are grouped in one column by default. A filter for individual providers is available. Most clinics prefer to use the Clinic Schedule.
  3. Appointment Status – An indicator on the clinic Dashboard regarding the status of a patient appointment.
  4. Appointment vs Visit Records – An appointment is the record on the Chart Talk schedule and Clinic Dashboard. A visit record is a SOAP note, has Dx and procedure codes. A visit record is associated with an appointment record. An appointment record does not need to be associated with a visit record. For example, if a patient cancelled an appointment, the appointment status would be changed to ‘Cancelled’ and no visit record would be created for that appointment.
Patient/Appointment Status