Schedule a Patient

Your provider's time is one of the most important resources of your office. Managing that time is vital. You can schedule appointments in the PCC EHR Appointment Book, or in Partner's scheduling module, sam. PCC's scheduling tools can help you reserve same-day sick time, tailor chart notes to custom visit reasons, and more.

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  • Schedule with the Appointment Book

    The Appointment Book is a visual scheduler inside PCC EHR.
  • Configure the Appointment Book

    Learn how to configure your schedule, turn on Appointment Book permissions, define visit reasons, adjust your practice's calendar and each provider's hours, enter vacation days, and more.
  • Review Your Schedule With Appointment Reports

    PCC EHR includes a wide variety of appointment reports. You can use them to produce a daily huddle sheet, figure out when appointments are being overbooked, and even plan inventory for upcoming well visits.
  • Schedule in Partner's SAM
    Learn how to schedule appointments and work with Partner's Scheduling Appointment Minder, "SAM"
    • Schedule in SAM (3 Minute Video)

      Training Video
    • Schedule with Sam (Video Part I)

      Training Video
    • Schedule with Sam (Video Part II)

      Training Video
    • Schedule with Sam (Video Part III)

      Training Video
    • Review the Schedule in Partner

      There are tools built into sam that can help you review your schedule. There are also external scheduling reporting programs. The topics below will show you some of the different ways you can review your schedule for a provider or for your whole practice.
    • Review and Change a Patient’s Appointments in Partner

      Use inquire to look up a patient's future or past appointments. In inquire, you can make changes to appointment status or appointment notes, or cancel an appointment. Finally, you can reschedule any appointment in inquire, moving an existing appointment to a new date and time.
    • SAM Screen Reference Guide

      You can launch the scheduler from several other Partner programs. For example, if your staff uses pen (Phone Encounter Notes) to handle triage calls, you can schedule directly from that program. If your front desk needs to schedule a follow-up visit while checking out a patient, they can press [fkey title='F8' subtitle='Patient Schedule'] while posting charges in checkout and jump into the scheduler. In fact, the programs checkin, pen, checkout, tickle, and the lab module all have a link to sam. If you use those tools, you will benefit from a direct link to the scheduler. Look for keys like this:
    • Schedule in Partner with SAM

      PCC's previous scheduling module was called sam. This article is a reference manual for those who still use this program.