New Calendar Navigation
Index
- Sections
- Selecting a Patient
- Creating a Note
- Billing
- Create a New Chart
- Collect a Copay
- Collect Copay From Group Appointment
While working in the New Calendar, it is possible to skip the Chart Room and do your navigation from the New Calendar.
When you first log into ICANotes, go to the Calendar from the Calendar button.
Selecting a Patient
I can select a patient from the patient window by (a) clicking the magnifying glass and bringing up the find patient window. (b) Type in search criteria and search for the patient. (c) When you find the patient, click on his or her name and the patient will be shown on the calendar patient window.
Patient information is accessed from the icon in the patient window. From here, I can see the ID number, DOB, phone numbers, insurance carrier, patient balance, and the principal provider. Click the
to close the window (or click outside of the window).
Creating a Note
From the button, a user can create a note for a patient. I’m demonstrating this process with a progress note.
Once on the finished note screen, I can go back to the Calendar from the Calendar button.
Billing
If a patient asks about his or her billing, from the calendar I can search for the patient like before (Alice Doe) and then click the button to go patient account.
To return back to the calendar, click the Back button.
Create a New Chart
1. When a new patient calls, I can create her chart from the button.
Collect a Copay
When a patient checks in, you can collect the copay from their appointment.
1. Double click the appointment and click the button.
2. Enter the Source and other pertinent information and then click the Done button.
3. Click the Save button.
Collect Copay From Group Appointment
You can even collect copays for group appointments!
1. Double click the appointment on the Calendar and click the Expand button.
2. Click on the pencil icon for the patient that you want to document the copay.
3. You will be brought to the edit window for the patient. Click the icon.
4. Enter the Source and other pertinent information and then click the Done button.
5. Click the OK button.
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