Post by danielleboise on Oct 21, 2015 10:58:04 GMT -6
With OPTO there was an alert when you scheduled a pt and they already had that same type of exam.
Jon Smith has an exam on OCT 30, 2015 and he calls and wants to move it forward. Yes we go into Jon Smiths file and see that he has the exam on the 30th, but we get talking at set up the exact type of appt for him on the 21st of OCT. In opto it used to say "Jon Smith already has a EXOP exam would you like to move it to this date? (but it would not do this for like a CPE, so we could schedule his exam and one week f/u because they were different kind of appointments.) It would give a few options: Leave both appts as they are, cancel the other one and make this one, ect but in crystal if you forgot in the course of conversation to cancel the old one, or didn't go into the old one on the 30th and move that exact appt block you end up with two appts and a no show on the 30th. Or hopefully someone notices.
It is something we have now talked about at 2 morning meetings, but it seems like if a zillion year old OPTO software had it licked we could get an alert built in for the same thing? Or just the option of moving it and canceling the old one?
It isnt an issue with our full timers so much as the part time folks that change. It would be nice to have this option added or if its already in there how do we turn it on?
Jon Smith has an exam on OCT 30, 2015 and he calls and wants to move it forward. Yes we go into Jon Smiths file and see that he has the exam on the 30th, but we get talking at set up the exact type of appt for him on the 21st of OCT. In opto it used to say "Jon Smith already has a EXOP exam would you like to move it to this date? (but it would not do this for like a CPE, so we could schedule his exam and one week f/u because they were different kind of appointments.) It would give a few options: Leave both appts as they are, cancel the other one and make this one, ect but in crystal if you forgot in the course of conversation to cancel the old one, or didn't go into the old one on the 30th and move that exact appt block you end up with two appts and a no show on the 30th. Or hopefully someone notices.
It is something we have now talked about at 2 morning meetings, but it seems like if a zillion year old OPTO software had it licked we could get an alert built in for the same thing? Or just the option of moving it and canceling the old one?
It isnt an issue with our full timers so much as the part time folks that change. It would be nice to have this option added or if its already in there how do we turn it on?
