Track Who added an appointment and when
Would like to be able to access who within the practice scheduled an appointment and when they scheduled it.
You have the ability to see who inserted an appointment for which patient and at what time the appointment was created all in the Activity Feed and Audit report. Simply go to your reports section and click Activity Feed and Audit Report. This is where you can sort and filter personal and practice activities.
Cynthia Flores commented
I think it'd be easy enough just to have an "author" date and time stamp on the appointment in the same way we see an author when a Task is created.
Ms Nicole Lanz commented
The report is better, but it is still general in terms of what was done. For example, If insert a patient appointment, and 3 other staff members Update that appointment. Having more information such as "01/01/01 Joe Smith: Updated appointment from 12/12/18 to 1/05/19" or 01/01/01 Joe Smith: Added comments “Follow Up” etc. This helps to train staff that may be adding/updating things incorrectly or inefficiently (not just assuming it was the first or last one to ‘touch’ that appointment) or if clarification is needed.
Dr Jason Kurtz commented
It would be extremely useful if we could see which staff member made each appointment - and at what time and date they entered the appointment. This would make our scheduling process much more efficient.
Ms Terry Egan commented
"Appointment history" right in the appointment view would definitely help. The "view recent history" has every action relating to the chart.
We have certain procedures that need to be followed up at a particular time and some staff members are scheduling too early. We would like to have a way of checking who scheduled each appointment in order to make sure they are properly trained going forward.
It would be wonderful to be able to see which staff member booked a particular appointment.
Katie Deines commented
It would be a wonderful addition to be able to view this on the individual appointment from the schedule. It was one of my favorite features in my last EHR and I would LOVE to see it here as well.
Keely Godwin, MD commented
We've had some SNAFUs in our schedule lately and we're trying to figure out which user might have accidentally mis-scheduled a patient.
Dr Ikenna Adugba commented
It would be nice if PF used a feature that shows who in the practice scheduled a patient appointment and when they scheduled the appointment with a time, date and signature stamp, Could easily be Initials of the employee. This would eliminate questions of who scheduled who when...
Thanks Marcia for the info! However, it would be nice to access this information directly from the appointment. Thanks!
This can be done now. When in the patient's chart, over on the right is a drop down box that says "actions". Click on that and scroll to the bottom. You should see "view recent activity". Once you click on that you can see who did what and when. Hope this helps!