Short Call Function

Often patients want come in earlier than their next scheduled appointment. They ask you to call them when there is a cancellation. Here is a great way to track these patients:

When scheduling initial appointment:

1. Schedule the appointment as usual; draw the appointment on the appointment book or press Command U to search for availability.
2. In the Appointment information window, place a checkmark in the box labeled Short Call.
3. In the Grid Notes field, add details about the patient's desired times. This is optional but helpful.

When a patient cancels:

1. Go to Matrix > Appointments.
2. Select your date range. It's useful to look out at least a few weeks into the future.
3. For your first column, select Short Call/Prep.
4. For your second column, select Grid Notes.
5. For your third column, select Procedure/Status.
6. Click the Short Call/Prep heading to group all Short Call appointments together at the top of the list.
7. You now have a call list to fill the empty slot on your schedule!

NOTE: Make sure to confirm with your doctor that it's okay to see the patient earlier.