The Appts Menu

Appointment Preferences

Allows you to set your preferences for your Appointment Book.

See Appointment Preferences.

Sync with Outlook and iCal

Genie's Appointment Book, Tasks and Address Book can be synchronised with Apple's iCal and Address Book applications, or with Outlook on Windows computer.Since these applications can be either published to the web, or subsequently synced to a PDA, this means that it is possible for you to access your appointments and to do lists from anywhere. Synchronisation occurs in both directions. That is, an appointment created or modified in iCal or Outlook is subsequently created or modified in Genie.

For more information on the setup and limitations of synchronising please refer to the Synchronising with iCal/Outlook section in the Clinical module.

Transcription Export and BDT Export

Opens the window which allows you to export documents to be typed by either Ozescribe, Syberscribe or BDT.

For more information on these services, please refer to Ozescribe, Syberscribe & BDT.

MedSpeech

Opens the window which contains the settings for MedSpeech.

Find Appointment

Allows you to search for a specific patient, and locates all of their past and future appointments.

This is a useful feature if you need to find out if a particular patient has an upcoming appointment to see a Doctor, as well as allowing you to see when they last had an appointment. If the patient is a new patient that has yet to be entered into the database ie. has a non-patient appointment in brown text then you can still search this by entering the name in the Notes field of the search box.

Find Appointment for Patient

Locates all appointments for the selected patient.

New Patient

Opens a New Patient Window.

Copy Patient

Copies the Surname, address and account holder details of the highlighted patient into a New Patient window. This is useful if you need to create new records for multiple members of the same family as it saves you from having to re-enter in all of their demographic information (providing that they all share the same address, etc).

Change Date

Allows you to change the date of the highlighted patient's appointment.

For more information, please refer to Moving/Copying Appointments.

Deleted Appointments

Allows you to Undelete any patient appointments which have been deleted in the past 7 days.

For more information, please refer to Deleting/Undeleting Appointments.

Appts Type Report

Produces a printed report by Appointment Type for any given day or period of time.

The report produces a numerical count of each appointment type where the appointment cell contains either a patient or non patient appointment. This can also be accessed through File > Maintenance & Reports: Appointments Report by Alt-clicking.

Fill Down

Allows you to select and fill multiple cells, either with a patient's appointment, or with a Type. Insert either a Patient appointment, or a type and highlight the number of cells you wish to fill. Select Appts > Fill Down and the patients name or the Type will be filled into the selected cells, as well as grouped.

Check Forward Referrals

This allows you to check that future appointments in a specified time frame have valid referrals.

Check Missing Invoices

This will check that all appointments for the day have had an invoice processed for them.

Check Missing Consults

This will check that all appointments for the day have a consultation record with notes entered into the History field.

Genie Two Way SMS

Allows you to send an SMS reminder to patients regarding their appointment times.

The SMS reminder includes information such as provider's name, appointment time and appointment date.  Additionally, you can enter a short message that will be included in the SMS reminder.

Please refer to Appointment Reminders for the setup and use of this function.

Get SMS Replies

Prompts Genie to search for any replies to previously sent SMS reminders. Any replies will then appear in the 'Confirmed' column of the doctor's individual tab in Appointment Book.

Toggle SMS Replies

Can be used in the All view of the Appointment Book to toggle between the patient's name and their SMS reply.

Email Reminders

Allows you to send an email reminder to patients regarding their appointment times.

The email reminder includes information such as provider's name, appointment time and appointment date. You also have the ability to add an additional message to the end of the email reminder.

Please refer to Appointment Reminders for the setup and use of this function.

Pending Procedures

Displays a list of all patients with Procedures which have not yet been linked to an appointment time.

From this window you can open the original procedure and make any necessary changes.

For more information, please refer to the Procedure chapter.

Pre-op Notifications Check

Displays a list of patients who have upcoming procedures scheduled and provides a summary of items that need to be checked for each procedure.

For more information, please refer to the Procedure chapter.

Print Theatre List

Prints a list of patients booked in for a specific hospital and provider.

For more information please refer to Printing Theatre Lists.

Waiting for Cancellation

Displays a list of patients marked as "Waiting for Cancellation".

For more information, please refer to Cancellation List.

Add a Recall

Allows you to add a recall for the patient selected.

For more information, refer to the Recalls chapter.

Recalls Due

Provides a list of patients with recalls overdue or due within 30 days.

For more information, refer to the Recalls chapter.

Review Correspondence

Opens up the Patient Correspondence window.  This can also be accessed via the appointments page, using the Patient Correspondence icon.

For more information on 'Review Correspondence' please refer to Reviewing Correspondence.

Pending Births (if set as GP or Obstetric practice)

Displays all pending deliveries, based on records in the Pregnancies table. The pregnancies are displayed by month and can be viewed for one or all doctors in a practice. You can access a patient's Pregnancy record by double-clicking on the patient's name.

Clicking the 20 wks Due or 30 wks Due button will open a window displaying all patients who are either 18-22 or 28-32 weeks pregnant respectively, allowing you to send out the relevant invoice.

In order to generate an automated 20 or 30 week invoice, a fee needs to be entered into the Pregnancy record in the 'Out of Pocket Expense' field in the 'Current Pregnancy' tab. The calculation of the 20 and 30 week invoices are based on the Agreed EDD field. If no fees are entered into the 20 and 30 week fee fields, then Genie will automatically calculate them at two-thirds and one-third respectively. Alternatively, you can enter the fees you wish to charge into these fields.

You can create your 20/30 week item numbers in Open>Billing Items by clicking on the blue plus to add a new item. Only an item number (eg. 20W & 30W) and description are required if you are splitting the fee 1/3, 2/3 otherwise enter the specified fee in private fee field. Alternatively, you can use the Medicare item eg. 15999.

You can allocate these item numbers through the Invoices Due window by clicking in the Item Number column and typing the relevant items for 20 and 30 week fees beside the appropriate invoice.  This only needs to be done once.

Note: Unless the patient is between 18 and 22 weeks pregnant or 28 and 32 weeks pregnant, the invoices will not appear when the 20 wks Due or 30 wks Due buttons are clicked on.