You can schedule an appointment in three ways: from a patient’s chart, from the calendar, or from Atlas.md Mobile. All allow you to set the time, notify the patient, and add a note.
Scheduling from a patient’s chart
- Open the patient’s chart and click Create New Entry.
- Choose Appointment from the note type options.
- Enter the date, time, appointment length, and the physician the appointment is with.
- Save the appointment.
Scheduling from the calendar
- Open the Calendar.
- Start a new appointment and type the patient’s name.
- Confirm which user you are.
- Set the date, time, length, and description, and whether the appointment repeats.
- Save the appointment.
You’ll see it appear on the calendar.
Scheduling from Atlas.md Mobile
You can also book a visit from your phone, without opening the EMR.
For the full walkthrough, see this support article.
Notifying the patient
You can tell the patient when you schedule the appointment.
As you enter the appointment details, look for the notification dropdown. The options you see depend on the contact details in the patient’s chart, and can include a text message or an email.
Pick how you want to reach the patient, then click Add New Appointment.
Adding a custom note
If you chose to notify the patient, you can add a note that tells them what to expect from the appointment.
For an SMS notification, keep the note to 100 characters or less.
To save time, use a macro: type # followed by the macro name, and the macro autocompleter fills in the rest.
When the note looks right, finalize the appointment. The patient is notified with your custom note.
Sending automatic reminders
Atlas.md sends two reminders for every appointment. The first goes out one week before, and the second goes out one day before.
Each reminder uses the patient’s preferred contact method, either email or SMS. This is set during online enrollment by the patient, or later from the patient’s chart by a clinic user. You can adjust the reminder settings for your clinic.
