Marking an Appointment as Completed

Be aware of these points:

• This removes the Departure List for that appointment.

• Any incomplete tasks will be reported as such in the Appointment Workflow Compliance Report.

• This report functions per day, so even if you complete the outstanding tasks the following day or later, they will still be reported as incomplete.

• You have the option to move any outstanding appointment bookings for that patient to the Follow Up area, to be completed at a later specified date / time. If you can postpone to later in the same day, and then complete the task, it will still be audited as a successful completion.

To remove a patient from the Departure pane and mark the appointment as complete

1. Either

   Click the blank checkbox to the left of the patient's appointment time/name in the Departure Task List:

   Open

   

    

   - or -

   Click the hand icon in the appointment book:

   Open

   

    

   If there are any outstanding actions in the Departure List, this will cause a Departure Check List screen to appear:

    

2. As a minimum you need to select one of the options to enable the Continue button.
   Note that the option you choose will reflect in the The Appointment Workflow Compliance Report as a failure to complete the workflow.

3. If there are outstanding actions, your next step depends on how the Departure List has been configured. In this configuration there are 3 options for "Send unbooked appts to the follow up tab":

    

• Prompt: With this configured, EXACT will prompt you with a popup window, by means of which you can specify a Follow up date and a Follow up List to which to add the patient:
  
  

  To select a follow up date:
  
  

  To select a Follow up List:

   

  • Always: With this configured, EXACT will always send the unbooked appointments directly to the followup tab.

  • Never: With this configured, EXACT will skip this step, and not send the appointments to the followup tab.

1. Assuming the configuration is for Prompt, you are prompted as in the image above, and you select Yes....

   Tip: The auditing of task completion works per day, so if you can postpone the task until later in the same day, and then complete it, it will still be audited as a completed task.

   The Follow Up appointment will appear in the Follow Up tab at the bottom of the Main screen:

    

   In the Appointment book, the patient appointment will be shown as completed:

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