Scheduling
The ClaimTrak Scheduling Module offers a wide array of functionality and tracking mechanisms to maximize the full power of appointment scheduling and meet reporting requirements.
Multiple views are available in the ClaimTrak Scheduling Module such as:
- By site / location
- By staff (day / week / month)
- By client (day / week / month)
- By 24-hour Schedule
- By multiple bookings (expanded & compact)
General Scheduler functionality includes:
- Color-coded and User Definable Types of Service for Ease of Viewing
- Multiple Levels of User Permissions
- Client Co-pay Tracking
- Deleted and Cancelled Appointment Tracking
- Search Capabilities by Client’s Future & Historical Appointments
- Capability to Offer, Schedule & Track First Available Intake
- Client Alert System (identifies actions that must occur prior to appointment being scheduled, i.e. must see clinician before appointment with psychiatrist)
- Pre-defined Work Schedules for Providers/Physicians
- Easy Drag-and-Drop Client Check-in
- Multiple Site Scheduling
- Multiple Provider/Physician Scheduling
- Bundle Appointment Scheduling (schedule multiple services simultaneously, i.e. intake and individual service)
- Reoccurring Appointment Scheduling
To schedule an appointment, the user simply clicks on an open time slot on the Scheduler and completes the appointment template.
The Scheduler allows users to search for future appointments using a variety of chosen criterion.
The user may also save appointment searches for multiple uses, e.g. med checks.
For outpatient facilities, the front desk / reception staff can easily check-in clients upon arrival via the electronic Client List button from the Scheduler. This feature will show the list of client appointments for the day in chronological order. It also identifies what clinician the client is seeing and if the client has any outstanding balances or owes any co-pays. Once the front desk / reception staff checks-in the client, the clinician will be automatically notified that the client has arrived.