Version 20.11
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Tracking Schedule
Path: Clinical, Practice Management, or Billing tab > Schedule button > Tracking radio button
Tracking is used for different workflows throughout a Practice. It is typically used by the Clinical and Provider staff to initiate a Visit or to view the progress of a patient’s appointment. Billing staff also manages most daily charge posting from the Tracking Schedule window. The Show Billing Panel checkbox can be selected or deselected to show or hide charge/billing information. Each user can determine which columns are displayed in their Tracking view.
Tracking Schedule Map
Number | Section | Description |
1 | Date | The Date field selects the date for appointments to be displayed in Tracking. |
2 | Show Tasks | The Show Tasks radio buttons determine the Tasks and count and for each patient. |
3 | Other Window Options |
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4 | Action buttons |
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5 | Calendar and Tracking radio button | These radio buttons are used to toggle between the Calendar view and the Tracking view of the Schedule. |
6 | Tracking Grid | The Tracking grid displays all the patients that are on the schedule for the selected date. The grid displays appointment information in columns. Users may select which columns they want to show or hide. For steps on how to do this in OP, click here. Some of the columns most commonly shown include: Time, Patient, Appointment Reason, Arrival Time, Room, Visit Status, Tasks, and Billing Status, but the importance of the shown columns will depend upon the user. Additionally, other columns such as Curbside and Portal Account can be displayed as they are relevant to features the practice uses. The view of a user's Tracking tab can be saved as a preference by clicking the Save Active Form button located in the Personalize tab. |
Version 14.19
About Tracking Schedule
Path: Clinical, Practice Management, or Billing tab > Schedule button > Tracking radio button
Tracking is typically used by the Clinical and Provider staff to view a patient’s progress in the office. A patient’s progress is tracked in stages. It is important to know exactly where a patient is at all times during a visit. Patient Tracking Stages will allow everyone to see what stage the patient is on during the visit. Each entry in the Patient Tracking Stages list has an associated virtual stage. If populated, the system will automatically advance the tracking stage as nurses and doctors open the encounter note.
Note: If your practice has multiple locations, all rooms must be associated with a respective location. You are not able to reuse the room numbers. |
Tracking Schedule Map
Number | Section | Description |
1 | Date | The Date field selects the date for appointments to be tracked. |
2 | Show Tasks | The Show Tasks radio buttons determine what patients are displayed in the tracking grid based upon the selected department. |
3 | Show Billing Reconciliation | Selecting the Show Billing Reconciliation checkbox opens the Billing Reconciliation window where payments can be applied, payers can be changed, insurance can be updated, and charges can be posted/displayed. |
4 | Print button | The Print button prints the displayed tracking grid. |
5 | Validate button | The Validate button validates the insurance for all the appointments in the tracking grid. |
6 | Statements button | The Statements button prints family statements for all the patients on the schedule. |
7 | Tracking grid | The tracking grid displays all the patients that are on the schedule for the selected date. The grid displays appointment information in columns. Users may select which columns they want to show or hide. For information on how to do this in OP, click here. Some of the columns most commonly shown include Time, Patient (whole name including alternate first name as set in the Register), Appointment Reason, Arrival Time, Room, Visit Status, Tasks, and Billing Status but the importance of the shown columns will depend upon the user. The view of a user's Tracking tab can be saved as a preference by clicking the Pref button on the Smart Toolbar. |
8 | Confirm button | The Confirm button opens the Patient Message eXchange in order to send messages to all unconfirmed appointments. This button is not visible when OP Notify is enabled. |
9 | Send Message button | The Statements button prints family statements for all the patients on the schedule. |
