Missed Appointment Workflow

At the end of the morning and end of the afternoon, the front desk will:

  1. Open the patient chart if the patient missed their appointment
  2. Go to the Appointment History component
  3. Click on the missed appointment
  4. Click Remove
  5. Click on Missed Appointment and type in a note as needed
  6. Click Remove

Every morning, whoever posts the missed appointment fees will:

  1. Open the Report Library
  2. Click on Billing
  3. Run the Missed Appointments for Yesterday report
  4. Post a Missed Appointment Fee as appropriate
    1. In the EHR, navigate to the patient’s chart and open the History tab , then the Billing History tab.
    2. Click on Create Encounter at the bottom of the screen
    3. Fill in the Provider name and search for Missed Appointment Fee in the procedure code field
    4. 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
    5. Add payment if money has already been collected
    6. Print a receipt if desired
    7. Click on Save + Post in the bottom right corner of the screen
  • Last modified: April 12, 2021