Review the Schedule in Partner

If your practice uses the Partner sam program, what are the different ways you can review your schedule? Partner includes tools inside sam, along with stand-alone reports, which can help you review your schedule for a provider or for your whole practice.

Review and Update a Single Patient’s Appointments

If you are using the PCC EHR Appointment Book, you can review a patient’s schedule in the Appointment History component inside their chart. If you use sam, use the inquire tool to review and change a single patient’s appointments. Read the Review a Patient’s Appointments help articles to learn more.

Chart, Scan, and Other Partner Scheduling Reports

When you need to report on appointments, you can use the Appointment Reports section of the report library in PCC EHR.

You can create custom reports based on the parent “Appointment Report”, use the Huddle report for a daily snapshot, or examine Forced Appointment. For more information, visit Review Your Schedule With Appointment Reports.

If you use the Practice Management interface, and your practice schedules with the Scheduling Appointment Minder (sam), Partner scheduling reports are listed below.

scan

The Appointment Book Display (scan) displays the day’s schedule for one or more providers. In scan, you can flip through the days of your schedule using the right and left arrow keys.

PCC can customize the information shown in the scan report. Along with normal schedule information, it could show you who scheduled each appointment and the date the appointment was made.

The scan report is located in the Daily Operations window within the Partner Programs window. You can also type scan at a command prompt.

chart

The Appointment Book Display (chart) was written to help users pull charts. It displays a single provider’s appointments for a single day without showing spaces for available appointments. chart is usually shorter than the scan report, making it easier to read and print.

The chart report is located in the Daily Operations window within the Partner Programs window. You can also type chart at a command prompt.

samview

The samview program shows you the sam Day View or sam Detailed View without needing criteria. Run samview to use these two useful sam scheduling screens as a report, to help manage your schedule.

Doctor’s Free Time

While viewing any of the scheduling screens in sam, press F to see the Doctor’s Free Time report. Doctor’s Free Time is a text-based chart that displays available time for a single provider.

Doctor’s Free Time displays a single pound symbol (#) for every 2.5 minutes of available time. This allows you to quickly glance at a provider’s day and make judgments about available openings.

appts

The Appointment Summarizer (appts) is a powerful scheduling analysis report. In appts, you can list appointments by a variety of criteria and subtotal by provider, visit reason, and other items.

The appts report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type appts at a command prompt.

prscprint

The prscprint report will show every provider’s in and out times for a given date or date range. When you are configuring multiple providers’ schedules and need a quick view of who is in and out of the office, prscprint is a quick and easy reference.

The prscprint report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type prscprint at a command prompt.

bump

The bump program lists overlapping appointments for any given day.

The bump report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type bump at a command prompt.

squish

The squish report displays an abbreviated schedule for any provider for an entire week. The report lists each visit reason, the length of the appointment, and the patient’s name.

The squish report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type squish at a command prompt.

full

The full report displays an abbreviated daily schedule for several providers, side-by-side. Along with the time and provider, the report lists the length of each appointment, the patient’s first initial and last name, and the visit reason.

The full report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type full at a command prompt.

twomonths

The twomonths report sends a calendar-style schedule directly to your default Partner printer. You can run the twomonths report from a command prompt.

pnpscan

The Appointment Book Display by Location (pnpscan) shows scheduled appointments for one or more providers and can be limited to a specific location.

The pnpscan report is located in the Scheduling Reports window within the Patient Scheduling window of the Partner windows. You can also type pnpscan at a command prompt.

srs: Appointment Schedule by Insurance Plan

The Appointment Schedule by Insurance Plan report helps you analyze the insurance plans of patients who are visiting your practice.

srs: Missed Appointment Report

The Missed Appointment Report shows all canceled appointments, with full appointment information, for a given date range.

srs: Scheduling Reports

The Smart Report Suite, located in the Practice Management window, has a collection of useful scheduling reports. The various sections include reports that could ease the process of checking eligibility, provide appointment statistics for long-term analysis of your schedule, and show monthly visit summaries.

Samview in Partner: Use sam’s Screens as a Report

Have you ever run sam, selected a sample patient, visit reason, and provider, just to get a look at your schedule? The samview program shows you the sam Day View or sam Detailed View without the need for a patient or criteria.

PCC can add samview to any Partner window or to one of the configurable function keys in sam. You can also run samview by typing it at a command prompt.

The samview program has two screens. Press F8 to jump between the Day View and Detailed View screens.

  • Day View: Compare providers’ schedules for any day, see the total minutes used and minutes available

  • Detailed View: See complete schedule information for a single day, including who scheduled each appointment and when it was scheduled

View the Day View

The Day View shows you a miniature version of a single provider’s schedule, allows you to switch easily among your providers, and lets you jump forward to any future date.

Use the right and left arrow keys to move back and forth between the schedule on the left and the list of providers on the right. While selecting the list of providers, press the up and down arrow keys to switch between morning and afternoon or to switch providers. The Free and Used columns show the available and scheduled minutes for each provider.

View the Detailed View

The Detailed View shows a single provider’s schedule on the left-hand side of the screen and shows detailed information about appointments on the right.

The screen displays information about each appointment, including the person who scheduled it, the date it was made, and the visit note. Use the Detailed View to review the specifics of any scheduled appointment or to look at a double-booked unit of time.

Doctor’s Free Time

While viewing any of the scheduling screens in sam, press F to see the Doctor’s Free Time report. Doctor’s Free Time is a text-based chart that displays available time for a single provider.

Doctor’s Free Time displays a single pound symbol (#) for every 2.5 minutes of available time. This allows you to quickly glance at a provider’s day and make judgments about available openings.

Use the right and left arrow keys to cycle through the days of your selected provider. To return to the scheduling screen, press F12 or use the function keys at the bottom of the screen.

  • Last modified: August 8, 2019