Legacy Calendar
Fastest Way to Schedule a Patient (Legacy Calendar)
When a patient presents for an appointment (via in person or telephone), please follow these instructions for the best performance. Please note, this cannot be done for patients that have not been scheduled previously. 1. Go to the patient's chart ...
(Legacy Calendar) How To Setup a Provider for Multiple Locations In The Calendar
This article describes how to set up the calendar to show a provider who works at two or more locations. A group administrator will need to make these changes. In this demonstration, both providers will be put on the calendar for two locations. 1. ...
(Legacy Calendar) A Clinician was Modified in the Appointment Book, but their Old Appointments are Missing
If a clinician was deleted from the ICANotes Appointment Book, or if their entry was modified in any way, you may find that previously-entered appointments are missing for them. This is because appointments are tied to that specific "clinician" ...
(Legacy Calendar) Adding Clinician Groups to the Appointment Book
If your practice has multiple locations, shifts, or other "groupings" of clinicians, group administrators can sort clinicians into groups to make it easier to view their appointments in the Appointment Book . 1. To start this process, open the ...
Printing Daily Schedule on Legacy Calendar
1. From the Legacy Calendar, click the button. 2. Choose the date range. For this example, I am printing one day, 12/13/2018. Choose the status and clinicians that you want to print. 3. Once all of the selections have been made, click the button. 4. ...
Group Appointments (Legacy)
This knowledge base article will show you how to create group appointments and how to collect copayments through the group appointment. 1. From the Legacy Calendar, click the button (shift-click on the calendar). 2. From the Event Details - Add ...
Blocking Out Time on the Legacy Calendar
To block out time in the ICANotes Appointment Book for lunch, a vacation, or something similar, please follow these instructions: 1. Open up the Legacy Calendar and start a new appointment (shift-click on the calendar to open the appointment). 2. On ...
(Legacy Calendar) How to Create a Calendar Note
To make or edit a calendar note that will appear on an appointment in the Appointment Book, please follow these steps. The note will display in the event details of the appointment and by the patient's name at the top left in the Appointment Book. 1. ...
(Legacy Calendar) Exporting Appointments from the Appointment Book
If you want to export information from the calendar to use an Appointment Reminder Service, or simply to get the data to an Excel Spreadsheet, first select the day using the button, then press the export button located in the upper right corner of ...
Tips & Tricks: Collect Copay via Calendar (Legacy)
1. For this to work, you need to make sure the patient has a copay requirement, which can be setup in the Insurance Information tab of Demographics. Suggested: Turn on 'add $ before name on appt with patients who have copay'. 2. From the Calendar, ...