Missed Appointment Workflow
At the end of the morning and end of the afternoon, the front desk will:
- Open the patient chart if the patient missed their appointment
- Go to the Appointment History component
- Click on the missed appointment
- Click Remove
- Click on Missed Appointment and type in a note as needed
- Click Remove
Every morning, whoever posts the missed appointment fees will:
- Open the Report Library
- Click on Billing
- Run the Missed Appointments for Yesterday report
- Post a Missed Appointment Fee as appropriate
- In the EHR, navigate to the patient’s chart and open the History tab , then the Billing History tab.
- Click on Create Encounter at the bottom of the screen
- Fill in the Provider name and search for Missed Appointment Fee in the procedure code field
- Update the price if the default is $0. *If the fee is always standard, update it in the procedure table, found in the Table Editor in practice management
- Add payment if money has already been collected
- Print a receipt if desired
- Click on Save + Post in the bottom right corner of the screen