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Customize Providers for Scheduling Dropdown

When scheduling a patient, all PF users are listed as "providers" in the dropdown list. I have only one billing provider, the other users are support staff and do not require schedules for the office. If I could customize the list of providers that are in the dropdown when scheduling appointments, it would save two clicks.

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Ms Katie Stafford shared this idea  ·   ·  Admin →

8 comments

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  • CMK commented  · 

    GREAT! Thank you for fixing it. Please see if the Provider name defaults to the provider who is listed ( in the user table) as the Primary provider for a facility when the new appointment screen is opened for that facility. (One less click is ONE LESS CLICK!!)

  • Mrs Dora Cantu commented  · 

    You could make it even better if you could automatically have the program select the ONE provider we have listed as AVAILABLE, or be able to designate a DEFAULT. It did not save us any time at all to deactivate unavailable providers. We still have to use the drop down box to select our 1 provider from a list of one available, instead of the 8 before.

  • Craig Title, M.D. commented  · 

    The main administrator should be able to select via a checklist which "users" appear (or not) in the dropdown list of "providers" when scheduling appointments....just as there is a checklist to select which 'users' are viewable on the schedule/calendar. We only need to see 2 "providers" on this dropdown menu from our list of 10 total users.

  • Anonymous commented  · 

    We should have the ability to determine 'who' appears (and who does not appear) in the Provider Drop down menu, as we do not need to see the list of 10 different staff members who are not actually 'providers.' Particularly when our MD's are in the midst of this unnecessarily long drop down list.

  • Craig Title, M.D. commented  · 

    When scheduling an appointment in the Scheduler, the drop down box for 'PROVIDERS' currently lists EVERY user in the practice (from Staff, Nurse, NP, and MDs). However, ONLY actual providers/clinicians (MD's or NP users) should be listed in this drop down menu. By keeping ALL users in the dropdown list, it makes it very difficult to quickly find/select the one true MD in a large practice with many staff within that dropdown box. Additionally, if a staff member -upon creating an appointment- accidentally selects a 'staff' member as the Provider instead of the MD, then the calendar now associates that patient with that staff member rather than with the MD; which will make it confusing since that patient will not appear/pop up when looking specifically at just the MD's schedule.

    While it is nice to know which 'user' made the appointment, it is extremely problematic and difficult (in a large medical practice with many users of PracticeFusion) to list every user in our practice within the 'Provider' dropdown box for scheduling appointments....and can again incorrectly associate patients with non-providers/clinicians and appear to 'lose' them in the schedule.

  • Anonymous commented  · 

    Right now our office has a number of staff members with whom patients will never be scheduled. However, when they add patients to the schedule the default provider is their own name. Is there a way to set it up so only providers who actually see patients can be available under the provider list.

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