In this article, you'll learn about our updates to:
- EHR: Setting up provider schedules
- EHR: Finding free time slots for booking appointments
- RCM: Patient Insurance Information
- RCM: Operation log improvements
Setting up provider schedules
Remedly EHR allows you to set up highly customizable schedules for providers. This ensures that each provider's availability is reflected accurately on the Calendar, making it easy to book and manage the appointments.
Adding multiple schedules with their specific rules for the same period allows managing the availability without editing the single schedule back and forth.
How to create and customize provider schedules
Custom schedules can be added and managed for each specific role of each practitioner in the EHR:
1. Navigate to Settings > Practitioner Management:
2. Click on the name of the practitioner you'd like to manage:
3. Scroll down to the list of roles assigned to the practitioner, and click on the role you'd like to set up the schedule for:
4. In the Schedules tab, you'll see the existing schedules (if any), and the button to + Add Schedule:
5. Upon clicking +Add Schedule, you'll see a menu where you can set up and customize the schedule:
- Add a descriptive schedule name for your convenience,
- Set applied period by choosing the Start Date and End Date from the inbuilt calendar:
- Choose the weeks to apply the schedule to within the period:
- All weeks by default,
- Alternatively, any specific week of each month, from first to last,
- Odd / even weeks only.
Note: the first week of the month is the week that contains the first day of the given month. The following weeks of the month are being numbered based on which week is considered first.
- Tick the working days you'd like to apply the schedule to,
- Set working hours within each working day with up to 15-minute precision,
6. Here, you can add multiple separate time blocks as working hours within one day.
This option can be used to create a complex work schedule, or just to set aside a fixed daily lunch break, for instance.
a) Next to the time fields for each workday, click on the icon,
b) An extra set of time fields will appear, where you can add an additional time range for the same working day,
c) Add as many extra sets as you need,
d) Click on the icon to delete any set of time fields if needed.
Here's how this would look in action:
7. Hit Save Schedule, and the schedule settings will be saved for the practitioner in the given role.
Note: you can create multiple schedules for the same applied period with different rules. For instance, for the same month, you can set long shifts for odd weeks, and shorter shifts for even weeks:
Note: if you set two overlapping time ranges in different schedules for the same practitioner role (e.g.: Monday 8AM to 10AM in one schedule, and Monday 9AM to 11AM in the other schedule) — they would be merged by the system into one neat 8AM to 11AM time range on the Calendar.
How to manage provider schedules
You can set up however many separate complex schedules for the each provider in each specific role.
All the schedules you've created will be listed in the Practitioner's profile > under the Practitioner Role you've added the schedule(s) to:
From that menu, you can:
- Review all existing schedules,
- See Active schedules that are currently applied in the Calendar,
- See Inactive ones that are past their applied period end date:
- Add a new schedule by clicking + Add Schedule,
- Edit an existing schedule by clicking the three-dot icon next to it:
- To deactivate a schedule, edit it, and set the applied period (Start Date and End Date) to past dates. The schedule will become inactive after saving the changes.
Finding free time slots for booking appointments improvement
We've improved a feature for finding free time slots that helps streamline the process of scheduling appointments.
It allows for quick and easy identification of the nearest available booking times for a particular service, department, or practitioner, which ensures efficient time management for a practice, minimizing gaps and maximizing booking opportunities.
How to search for a free time slot in the Calendar
To find an available booking time for a service rendered by the practice, click Free Time Slot button at the top right of the Calendar tab.
Follow the steps below to narrow the search, select an appropriate time slot, and book an appointment.
Search for a free time slot based on the services
In Step 1, you'll be asked to pick the desired service(s).
Browse through the list of all services rendered by the practice, or start typing the service name / service code to narrow the search:
- Search for services in any mode (default), or select the specific mode you need,
- Hover over the service and click the + button to select it.
Selected service(s) will appear in the right-side panel that summarizes your search settings with each step.
- Add multiple services to the search if needed,
- Remove any of the selected services by hovering over each and clicking the trash bin icon.
- Optionally, set custom duration for the selected service/set of services,
Note: the duration you set here won't be reflected in the appointment Bill or in the associated Claim you might create later. It only impacts the search setup and helps to find a suitable opening across the schedules. The appointment created in the Calendar will also take up as much time within the schedule as you allocate for it in this Custom Duration field.
Once you've picked the desired service(s), click Select Department.
Search for a free time slot in a preferred department
In Step 2, you'll be able to select a preferred department to narrow your search.
See the list of all departments in which the selected services are being rendered.
- By default, the search will run across all applicable departments,
- To select a specific department instead, hover over it and click the + button to select it.
Selected department(s) will appear in the right-side panel along with the selected services.
- Add multiple departments to the search if needed,
- Remove any of the selected departments by hovering over each and clicking the trash bin icon:
Once you've picked the preferred department(s), click Select Practitioners.
Search for a free time slot of a preferred practitioner
In Step 3, you can select a specific practitioner / role to customize the search.
See the list of all practitioners who render the selected services in the selected departments. Alternatively, search by practitioner name or role.
- By default, the search will run across all relevant practitioners,
- To select a specific one instead, hover over the practitioner and click the + button, and the practitioner will appear in the right-side panel under Services and Departments,
- Add multiple practitioners to the search if you like,
- Remove any of the selected practitioners by hovering over each and clicking the trash bin icon:
Review the details in the right-side panel to double-check the selected services, preferred departments and practitioners, then click Show Available Time Slots:
In Step 4, you'll be asked to choose a suitable free time slot.
- By default, you'll land on the current week. You can navigate between the weeks using the arrow buttons on both sides of it.
- If no available time slots show up anywhere near, you can use the Find Next Available Slot option. You'll automatically get to the nearest week with any booking options available.
Note: alternatively, you can always go Back to adjust some of the settings and broaden the search. For instance, default it to all departments and all practitioners in case urgency is the main criteria.
- Once you find a suitable time slot, click on it, and it will show up on the right-side panel.
- Click on another available time slot to change the selection.
Once you're happy with the selected time slot, click Create Appointment.
Create an appointment for the found time slot
If your search was set to all departments or all practitioners, it might happen that there are multiple options available for the same time slot.
In this case, before creating an appointment, the system will ask you to choose the final option from the list of available practitioners with their departments specified.
- Tick the preferred option and click Create Appointment:
And if there's only one option available, you'll need to confirm the selection to move forward to creating the appointment:
The system will create an appointment for the selected date and time:
- You'll need to specify the patient by either searching for the patient in the system, or adding a new patient on the go,
- The details specified during the search (services, department, practitioner) will be prefilled automatically.
Note: these details are still editable, but if you modify any of the pre-selected appointment settings after choosing the time slot, it might impact its availability.
Once you specify the patient, a Notification panel will appear on the right side, displaying important patient-related details, reminders, and alerts.
After clicking Create Appointment, you'll be directed to the relevant week on the Calendar, where the newly booked appointment will be visible in the practitioner's schedule:
Updated Patient Insurance information
We expanded Insurance information that you will be able to document for a patient.
How to add Copay/Coinsurance and Deductible amounts
Now you will be able to add Copay, Coinsurance and Deductible amounts while editing Insurance Information.
Simply go to a patient's profile, and under Insurance, choose the desired insurance policy:
Under More actions, hit Edit:
Enter the desired information, and hit Save:
How to add an Insurance plan
Now you can document the details related to the Insurance plan of your patient such as:
- Insurance Plan name,
- Insurance Plan company,
- Address of the Insurance Plan company (Street, City, State, Zip code, Phone).
Operations Log improvements
The Operations Log menu allows you to track and review the statuses and results of bulk and background operations you have initiated. It can be accessed by clicking on your username at the top right corner and going to Operations Log:
Reviewing bulk operation results
The Operation Result column has been added to the Operation Log table. Now you'll be able to review the detailed results of each bulk or background operation and the items involved in it. At a glance, you'll see if any further actions are necessary. Operation Results will show up for the operations in the Completed and Canceled statuses, and will indicate the following:
- Succeeded - the operation with the item(s) was completed successfully,
- Failed - the operation failed due to specific issues with individual items,
- System Error - the operation with the item(s) didn't succeed because of a system error,
- Canceled - the operation with the item(s) was canceled by the user.
If you have an operation with the Failed or System Error statuses, review the detailed log available upon clicking on the Operation ID in the left column:
And you'll see the reasons for each item's failure within that operation:
By clicking the Item number you will be navigated to the Item details.
Cancelling bulk operations
If you initiate multiple bulk operations in a row, they will get automatically queued to be performed by turn.
- The operations that have been completed will show up with the Processed status,
- The ones that are in progress at the moment will have the Processing status,
- The ones that await their turn in the queue will have the Scheduled status.
Both Scheduled and Processing operations can be canceled if you click on the Operation ID and hit Cancel at the top right:
The operation status will change to Canceled:
If you do that for an operation in the Processing status, part of the items from it might already be processed, which will be reflected in the Operation Results.
In this article, you'll learn about our updates to:
- EHR: Setting up provider schedules
- EHR: Finding free time slots for booking appointments
- RCM: Patient Insurance Information
- RCM: Operation log improvements
Setting up provider schedules
Remedly EHR allows you to set up highly customizable schedules for providers. This ensures that each provider's availability is reflected accurately on the Calendar, making it easy to book and manage the appointments.
Adding multiple schedules with their specific rules for the same period allows managing the availability without editing the single schedule back and forth.
How to create and customize provider schedules
Custom schedules can be added and managed for each specific role of each practitioner in the EHR:
1. Navigate to Settings > Practitioner Management:
2. Click on the name of the practitioner you'd like to manage:
3. Scroll down to the list of roles assigned to the practitioner, and click on the role you'd like to set up the schedule for:
4. In the Schedules tab, you'll see the existing schedules (if any), and the button to + Add Schedule:
5. Upon clicking +Add Schedule, you'll see a menu where you can set up and customize the schedule:
- Add a descriptive schedule name for your convenience,
- Set applied period by choosing the Start Date and End Date from the inbuilt calendar:
- Choose the weeks to apply the schedule to within the period:
- All weeks by default,
- Alternatively, any specific week of each month, from first to last,
- Odd / even weeks only.
Note: the first week of the month is the week that contains the first day of the given month. The following weeks of the month are being numbered based on which week is considered first.
- Tick the working days you'd like to apply the schedule to,
- Set working hours within each working day with up to 15-minute precision,
6. Here, you can add multiple separate time blocks as working hours within one day.
This option can be used to create a complex work schedule, or just to set aside a fixed daily lunch break, for instance.
a) Next to the time fields for each workday, click on the icon,
b) An extra set of time fields will appear, where you can add an additional time range for the same working day,
c) Add as many extra sets as you need,
d) Click on the icon to delete any set of time fields if needed.
Here's how this would look in action:
7. Hit Save Schedule, and the schedule settings will be saved for the practitioner in the given role.
Note: you can create multiple schedules for the same applied period with different rules. For instance, for the same month, you can set long shifts for odd weeks, and shorter shifts for even weeks:
Note: if you set two overlapping time ranges in different schedules for the same practitioner role (e.g.: Monday 8AM to 10AM in one schedule, and Monday 9AM to 11AM in the other schedule) — they would be merged by the system into one neat 8AM to 11AM time range on the Calendar.
How to manage provider schedules
You can set up however many separate complex schedules for the each provider in each specific role.
All the schedules you've created will be listed in the Practitioner's profile > under the Practitioner Role you've added the schedule(s) to:
From that menu, you can:
- Review all existing schedules,
- See Active schedules that are currently applied in the Calendar,
- See Inactive ones that are past their applied period end date:
- Add a new schedule by clicking + Add Schedule,
- Edit an existing schedule by clicking the three-dot icon next to it:
- To deactivate a schedule, edit it, and set the applied period (Start Date and End Date) to past dates. The schedule will become inactive after saving the changes.
Finding free time slots for booking appointments improvement
We've improved a feature for finding free time slots that helps streamline the process of scheduling appointments.
It allows for quick and easy identification of the nearest available booking times for a particular service, department, or practitioner, which ensures efficient time management for a practice, minimizing gaps and maximizing booking opportunities.
How to search for a free time slot in the Calendar
To find an available booking time for a service rendered by the practice, click Free Time Slot button at the top right of the Calendar tab.
Follow the steps below to narrow the search, select an appropriate time slot, and book an appointment.
Search for a free time slot based on the services
In Step 1, you'll be asked to pick the desired service(s).
Browse through the list of all services rendered by the practice, or start typing the service name / service code to narrow the search:
- Search for services in any mode (default), or select the specific mode you need,
- Hover over the service and click the + button to select it.
Selected service(s) will appear in the right-side panel that summarizes your search settings with each step.
- Add multiple services to the search if needed,
- Remove any of the selected services by hovering over each and clicking the trash bin icon.
- Optionally, set custom duration for the selected service/set of services,
Note: the duration you set here won't be reflected in the appointment Bill or in the associated Claim you might create later. It only impacts the search setup and helps to find a suitable opening across the schedules. The appointment created in the Calendar will also take up as much time within the schedule as you allocate for it in this Custom Duration field.
Once you've picked the desired service(s), click Select Department.
Search for a free time slot in a preferred department
In Step 2, you'll be able to select a preferred department to narrow your search.
See the list of all departments in which the selected services are being rendered.
- By default, the search will run across all applicable departments,
- To select a specific department instead, hover over it and click the + button to select it.
Selected department(s) will appear in the right-side panel along with the selected services.
- Add multiple departments to the search if needed,
- Remove any of the selected departments by hovering over each and clicking the trash bin icon:
Once you've picked the preferred department(s), click Select Practitioners.
Search for a free time slot of a preferred practitioner
In Step 3, you can select a specific practitioner / role to customize the search.
See the list of all practitioners who render the selected services in the selected departments. Alternatively, search by practitioner name or role.
- By default, the search will run across all relevant practitioners,
- To select a specific one instead, hover over the practitioner and click the + button, and the practitioner will appear in the right-side panel under Services and Departments,
- Add multiple practitioners to the search if you like,
- Remove any of the selected practitioners by hovering over each and clicking the trash bin icon:
Review the details in the right-side panel to double-check the selected services, preferred departments and practitioners, then click Show Available Time Slots:
In Step 4, you'll be asked to choose a suitable free time slot.
- By default, you'll land on the current week. You can navigate between the weeks using the arrow buttons on both sides of it.
- If no available time slots show up anywhere near, you can use the Find Next Available Slot option. You'll automatically get to the nearest week with any booking options available.
Note: alternatively, you can always go Back to adjust some of the settings and broaden the search. For instance, default it to all departments and all practitioners in case urgency is the main criteria.
- Once you find a suitable time slot, click on it, and it will show up on the right-side panel.
- Click on another available time slot to change the selection.
Once you're happy with the selected time slot, click Create Appointment.
Create an appointment for the found time slot
If your search was set to all departments or all practitioners, it might happen that there are multiple options available for the same time slot.
In this case, before creating an appointment, the system will ask you to choose the final option from the list of available practitioners with their departments specified.
- Tick the preferred option and click Create Appointment:
And if there's only one option available, you'll need to confirm the selection to move forward to creating the appointment:
The system will create an appointment for the selected date and time:
- You'll need to specify the patient by either searching for the patient in the system, or adding a new patient on the go,
- The details specified during the search (services, department, practitioner) will be prefilled automatically.
Note: these details are still editable, but if you modify any of the pre-selected appointment settings after choosing the time slot, it might impact its availability.
Once you specify the patient, a Notification panel will appear on the right side, displaying important patient-related details, reminders, and alerts.
After clicking Create Appointment, you'll be directed to the relevant week on the Calendar, where the newly booked appointment will be visible in the practitioner's schedule:
Updated Patient Insurance information
We expanded Insurance information that you will be able to document for a patient.
How to add Copay/Coinsurance and Deductible amounts
Now you will be able to add Copay, Coinsurance and Deductible amounts while editing Insurance Information.
Simply go to a patient's profile, and under Insurance, choose the desired insurance policy:
Under More actions, hit Edit:
Enter the desired information, and hit Save:
How to add an Insurance plan
Now you can document the details related to the Insurance plan of your patient such as:
- Insurance Plan name,
- Insurance Plan company,
- Address of the Insurance Plan company (Street, City, State, Zip code, Phone).
Operations Log improvements
The Operations Log menu allows you to track and review the statuses and results of bulk and background operations you have initiated. It can be accessed by clicking on your username at the top right corner and going to Operations Log:
Reviewing bulk operation results
The Operation Result column has been added to the Operation Log table. Now you'll be able to review the detailed results of each bulk or background operation and the items involved in it. At a glance, you'll see if any further actions are necessary. Operation Results will show up for the operations in the Completed and Canceled statuses, and will indicate the following:
- Succeeded - the operation with the item(s) was completed successfully,
- Failed - the operation failed due to specific issues with individual items,
- System Error - the operation with the item(s) didn't succeed because of a system error,
- Canceled - the operation with the item(s) was canceled by the user.
If you have an operation with the Failed or System Error statuses, review the detailed log available upon clicking on the Operation ID in the left column:
And you'll see the reasons for each item's failure within that operation:
By clicking the Item number you will be navigated to the Item details.
Cancelling bulk operations
If you initiate multiple bulk operations in a row, they will get automatically queued to be performed by turn.
- The operations that have been completed will show up with the Processed status,
- The ones that are in progress at the moment will have the Processing status,
- The ones that await their turn in the queue will have the Scheduled status.
Both Scheduled and Processing operations can be canceled if you click on the Operation ID and hit Cancel at the top right:
The operation status will change to Canceled:
If you do that for an operation in the Processing status, part of the items from it might already be processed, which will be reflected in the Operation Results.
In this article, you'll learn about our updates to:
- EHR: Setting up provider schedules
- EHR: Finding free time slots for booking appointments
- RCM: Patient Insurance Information
- RCM: Operation log improvements
Setting up provider schedules
Remedly EHR allows you to set up highly customizable schedules for providers. This ensures that each provider's availability is reflected accurately on the Calendar, making it easy to book and manage the appointments.
Adding multiple schedules with their specific rules for the same period allows managing the availability without editing the single schedule back and forth.
How to create and customize provider schedules
Custom schedules can be added and managed for each specific role of each practitioner in the EHR:
1. Navigate to Settings > Practitioner Management:
2. Click on the name of the practitioner you'd like to manage:
3. Scroll down to the list of roles assigned to the practitioner, and click on the role you'd like to set up the schedule for:
4. In the Schedules tab, you'll see the existing schedules (if any), and the button to + Add Schedule:
5. Upon clicking +Add Schedule, you'll see a menu where you can set up and customize the schedule:
- Add a descriptive schedule name for your convenience,
- Set applied period by choosing the Start Date and End Date from the inbuilt calendar:
- Choose the weeks to apply the schedule to within the period:
- All weeks by default,
- Alternatively, any specific week of each month, from first to last,
- Odd / even weeks only.
Note: the first week of the month is the week that contains the first day of the given month. The following weeks of the month are being numbered based on which week is considered first.
- Tick the working days you'd like to apply the schedule to,
- Set working hours within each working day with up to 15-minute precision,
6. Here, you can add multiple separate time blocks as working hours within one day.
This option can be used to create a complex work schedule, or just to set aside a fixed daily lunch break, for instance.
a) Next to the time fields for each workday, click on the icon,
b) An extra set of time fields will appear, where you can add an additional time range for the same working day,
c) Add as many extra sets as you need,
d) Click on the icon to delete any set of time fields if needed.
Here's how this would look in action:
7. Hit Save Schedule, and the schedule settings will be saved for the practitioner in the given role.
Note: you can create multiple schedules for the same applied period with different rules. For instance, for the same month, you can set long shifts for odd weeks, and shorter shifts for even weeks:
Note: if you set two overlapping time ranges in different schedules for the same practitioner role (e.g.: Monday 8AM to 10AM in one schedule, and Monday 9AM to 11AM in the other schedule) — they would be merged by the system into one neat 8AM to 11AM time range on the Calendar.
How to manage provider schedules
You can set up however many separate complex schedules for the each provider in each specific role.
All the schedules you've created will be listed in the Practitioner's profile > under the Practitioner Role you've added the schedule(s) to:
From that menu, you can:
- Review all existing schedules,
- See Active schedules that are currently applied in the Calendar,
- See Inactive ones that are past their applied period end date:
- Add a new schedule by clicking + Add Schedule,
- Edit an existing schedule by clicking the three-dot icon next to it:
- To deactivate a schedule, edit it, and set the applied period (Start Date and End Date) to past dates. The schedule will become inactive after saving the changes.
Finding free time slots for booking appointments improvement
We've improved a feature for finding free time slots that helps streamline the process of scheduling appointments.
It allows for quick and easy identification of the nearest available booking times for a particular service, department, or practitioner, which ensures efficient time management for a practice, minimizing gaps and maximizing booking opportunities.
How to search for a free time slot in the Calendar
To find an available booking time for a service rendered by the practice, click Free Time Slot button at the top right of the Calendar tab.
Follow the steps below to narrow the search, select an appropriate time slot, and book an appointment.
Search for a free time slot based on the services
In Step 1, you'll be asked to pick the desired service(s).
Browse through the list of all services rendered by the practice, or start typing the service name / service code to narrow the search:
- Search for services in any mode (default), or select the specific mode you need,
- Hover over the service and click the + button to select it.
Selected service(s) will appear in the right-side panel that summarizes your search settings with each step.
- Add multiple services to the search if needed,
- Remove any of the selected services by hovering over each and clicking the trash bin icon.
- Optionally, set custom duration for the selected service/set of services,
Note: the duration you set here won't be reflected in the appointment Bill or in the associated Claim you might create later. It only impacts the search setup and helps to find a suitable opening across the schedules. The appointment created in the Calendar will also take up as much time within the schedule as you allocate for it in this Custom Duration field.
Once you've picked the desired service(s), click Select Department.
Search for a free time slot in a preferred department
In Step 2, you'll be able to select a preferred department to narrow your search.
See the list of all departments in which the selected services are being rendered.
- By default, the search will run across all applicable departments,
- To select a specific department instead, hover over it and click the + button to select it.
Selected department(s) will appear in the right-side panel along with the selected services.
- Add multiple departments to the search if needed,
- Remove any of the selected departments by hovering over each and clicking the trash bin icon:
Once you've picked the preferred department(s), click Select Practitioners.
Search for a free time slot of a preferred practitioner
In Step 3, you can select a specific practitioner / role to customize the search.
See the list of all practitioners who render the selected services in the selected departments. Alternatively, search by practitioner name or role.
- By default, the search will run across all relevant practitioners,
- To select a specific one instead, hover over the practitioner and click the + button, and the practitioner will appear in the right-side panel under Services and Departments,
- Add multiple practitioners to the search if you like,
- Remove any of the selected practitioners by hovering over each and clicking the trash bin icon:
Review the details in the right-side panel to double-check the selected services, preferred departments and practitioners, then click Show Available Time Slots:
In Step 4, you'll be asked to choose a suitable free time slot.
- By default, you'll land on the current week. You can navigate between the weeks using the arrow buttons on both sides of it.
- If no available time slots show up anywhere near, you can use the Find Next Available Slot option. You'll automatically get to the nearest week with any booking options available.
Note: alternatively, you can always go Back to adjust some of the settings and broaden the search. For instance, default it to all departments and all practitioners in case urgency is the main criteria.
- Once you find a suitable time slot, click on it, and it will show up on the right-side panel.
- Click on another available time slot to change the selection.
Once you're happy with the selected time slot, click Create Appointment.
Create an appointment for the found time slot
If your search was set to all departments or all practitioners, it might happen that there are multiple options available for the same time slot.
In this case, before creating an appointment, the system will ask you to choose the final option from the list of available practitioners with their departments specified.
- Tick the preferred option and click Create Appointment:
And if there's only one option available, you'll need to confirm the selection to move forward to creating the appointment:
The system will create an appointment for the selected date and time:
- You'll need to specify the patient by either searching for the patient in the system, or adding a new patient on the go,
- The details specified during the search (services, department, practitioner) will be prefilled automatically.
Note: these details are still editable, but if you modify any of the pre-selected appointment settings after choosing the time slot, it might impact its availability.
Once you specify the patient, a Notification panel will appear on the right side, displaying important patient-related details, reminders, and alerts.
After clicking Create Appointment, you'll be directed to the relevant week on the Calendar, where the newly booked appointment will be visible in the practitioner's schedule:
Updated Patient Insurance information
We expanded Insurance information that you will be able to document for a patient.
How to add Copay/Coinsurance and Deductible amounts
Now you will be able to add Copay, Coinsurance and Deductible amounts while editing Insurance Information.
Simply go to a patient's profile, and under Insurance, choose the desired insurance policy:
Under More actions, hit Edit:
Enter the desired information, and hit Save:
How to add an Insurance plan
Now you can document the details related to the Insurance plan of your patient such as:
- Insurance Plan name,
- Insurance Plan company,
- Address of the Insurance Plan company (Street, City, State, Zip code, Phone).
Operations Log improvements
The Operations Log menu allows you to track and review the statuses and results of bulk and background operations you have initiated. It can be accessed by clicking on your username at the top right corner and going to Operations Log:
Reviewing bulk operation results
The Operation Result column has been added to the Operation Log table. Now you'll be able to review the detailed results of each bulk or background operation and the items involved in it. At a glance, you'll see if any further actions are necessary. Operation Results will show up for the operations in the Completed and Canceled statuses, and will indicate the following:
- Succeeded - the operation with the item(s) was completed successfully,
- Failed - the operation failed due to specific issues with individual items,
- System Error - the operation with the item(s) didn't succeed because of a system error,
- Canceled - the operation with the item(s) was canceled by the user.
If you have an operation with the Failed or System Error statuses, review the detailed log available upon clicking on the Operation ID in the left column:
And you'll see the reasons for each item's failure within that operation:
By clicking the Item number you will be navigated to the Item details.
Cancelling bulk operations
If you initiate multiple bulk operations in a row, they will get automatically queued to be performed by turn.
- The operations that have been completed will show up with the Processed status,
- The ones that are in progress at the moment will have the Processing status,
- The ones that await their turn in the queue will have the Scheduled status.
Both Scheduled and Processing operations can be canceled if you click on the Operation ID and hit Cancel at the top right:
The operation status will change to Canceled:
If you do that for an operation in the Processing status, part of the items from it might already be processed, which will be reflected in the Operation Results.
In this article, you'll learn about our updates to:
- EHR: Setting up provider schedules
- EHR: Finding free time slots for booking appointments
- RCM: Patient Insurance Information
- RCM: Operation log improvements
Setting up provider schedules
Remedly EHR allows you to set up highly customizable schedules for providers. This ensures that each provider's availability is reflected accurately on the Calendar, making it easy to book and manage the appointments.
Adding multiple schedules with their specific rules for the same period allows managing the availability without editing the single schedule back and forth.
How to create and customize provider schedules
Custom schedules can be added and managed for each specific role of each practitioner in the EHR:
1. Navigate to Settings > Practitioner Management:
2. Click on the name of the practitioner you'd like to manage:
3. Scroll down to the list of roles assigned to the practitioner, and click on the role you'd like to set up the schedule for:
4. In the Schedules tab, you'll see the existing schedules (if any), and the button to + Add Schedule:
5. Upon clicking +Add Schedule, you'll see a menu where you can set up and customize the schedule:
- Add a descriptive schedule name for your convenience,
- Set applied period by choosing the Start Date and End Date from the inbuilt calendar:
- Choose the weeks to apply the schedule to within the period:
- All weeks by default,
- Alternatively, any specific week of each month, from first to last,
- Odd / even weeks only.
Note: the first week of the month is the week that contains the first day of the given month. The following weeks of the month are being numbered based on which week is considered first.
- Tick the working days you'd like to apply the schedule to,
- Set working hours within each working day with up to 15-minute precision,
6. Here, you can add multiple separate time blocks as working hours within one day.
This option can be used to create a complex work schedule, or just to set aside a fixed daily lunch break, for instance.
a) Next to the time fields for each workday, click on the icon,
b) An extra set of time fields will appear, where you can add an additional time range for the same working day,
c) Add as many extra sets as you need,
d) Click on the icon to delete any set of time fields if needed.
Here's how this would look in action:
7. Hit Save Schedule, and the schedule settings will be saved for the practitioner in the given role.
Note: you can create multiple schedules for the same applied period with different rules. For instance, for the same month, you can set long shifts for odd weeks, and shorter shifts for even weeks:
Note: if you set two overlapping time ranges in different schedules for the same practitioner role (e.g.: Monday 8AM to 10AM in one schedule, and Monday 9AM to 11AM in the other schedule) — they would be merged by the system into one neat 8AM to 11AM time range on the Calendar.
How to manage provider schedules
You can set up however many separate complex schedules for the each provider in each specific role.
All the schedules you've created will be listed in the Practitioner's profile > under the Practitioner Role you've added the schedule(s) to:
From that menu, you can:
- Review all existing schedules,
- See Active schedules that are currently applied in the Calendar,
- See Inactive ones that are past their applied period end date:
- Add a new schedule by clicking + Add Schedule,
- Edit an existing schedule by clicking the three-dot icon next to it:
- To deactivate a schedule, edit it, and set the applied period (Start Date and End Date) to past dates. The schedule will become inactive after saving the changes.
Finding free time slots for booking appointments improvement
We've improved a feature for finding free time slots that helps streamline the process of scheduling appointments.
It allows for quick and easy identification of the nearest available booking times for a particular service, department, or practitioner, which ensures efficient time management for a practice, minimizing gaps and maximizing booking opportunities.
How to search for a free time slot in the Calendar
To find an available booking time for a service rendered by the practice, click Free Time Slot button at the top right of the Calendar tab.
Follow the steps below to narrow the search, select an appropriate time slot, and book an appointment.
Search for a free time slot based on the services
In Step 1, you'll be asked to pick the desired service(s).
Browse through the list of all services rendered by the practice, or start typing the service name / service code to narrow the search:
- Search for services in any mode (default), or select the specific mode you need,
- Hover over the service and click the + button to select it.
Selected service(s) will appear in the right-side panel that summarizes your search settings with each step.
- Add multiple services to the search if needed,
- Remove any of the selected services by hovering over each and clicking the trash bin icon.
- Optionally, set custom duration for the selected service/set of services,
Note: the duration you set here won't be reflected in the appointment Bill or in the associated Claim you might create later. It only impacts the search setup and helps to find a suitable opening across the schedules. The appointment created in the Calendar will also take up as much time within the schedule as you allocate for it in this Custom Duration field.
Once you've picked the desired service(s), click Select Department.
Search for a free time slot in a preferred department
In Step 2, you'll be able to select a preferred department to narrow your search.
See the list of all departments in which the selected services are being rendered.
- By default, the search will run across all applicable departments,
- To select a specific department instead, hover over it and click the + button to select it.
Selected department(s) will appear in the right-side panel along with the selected services.
- Add multiple departments to the search if needed,
- Remove any of the selected departments by hovering over each and clicking the trash bin icon:
Once you've picked the preferred department(s), click Select Practitioners.
Search for a free time slot of a preferred practitioner
In Step 3, you can select a specific practitioner / role to customize the search.
See the list of all practitioners who render the selected services in the selected departments. Alternatively, search by practitioner name or role.
- By default, the search will run across all relevant practitioners,
- To select a specific one instead, hover over the practitioner and click the + button, and the practitioner will appear in the right-side panel under Services and Departments,
- Add multiple practitioners to the search if you like,
- Remove any of the selected practitioners by hovering over each and clicking the trash bin icon:
Review the details in the right-side panel to double-check the selected services, preferred departments and practitioners, then click Show Available Time Slots:
In Step 4, you'll be asked to choose a suitable free time slot.
- By default, you'll land on the current week. You can navigate between the weeks using the arrow buttons on both sides of it.
- If no available time slots show up anywhere near, you can use the Find Next Available Slot option. You'll automatically get to the nearest week with any booking options available.
Note: alternatively, you can always go Back to adjust some of the settings and broaden the search. For instance, default it to all departments and all practitioners in case urgency is the main criteria.
- Once you find a suitable time slot, click on it, and it will show up on the right-side panel.
- Click on another available time slot to change the selection.
Once you're happy with the selected time slot, click Create Appointment.
Create an appointment for the found time slot
If your search was set to all departments or all practitioners, it might happen that there are multiple options available for the same time slot.
In this case, before creating an appointment, the system will ask you to choose the final option from the list of available practitioners with their departments specified.
- Tick the preferred option and click Create Appointment:
And if there's only one option available, you'll need to confirm the selection to move forward to creating the appointment:
The system will create an appointment for the selected date and time:
- You'll need to specify the patient by either searching for the patient in the system, or adding a new patient on the go,
- The details specified during the search (services, department, practitioner) will be prefilled automatically.
Note: these details are still editable, but if you modify any of the pre-selected appointment settings after choosing the time slot, it might impact its availability.
Once you specify the patient, a Notification panel will appear on the right side, displaying important patient-related details, reminders, and alerts.
After clicking Create Appointment, you'll be directed to the relevant week on the Calendar, where the newly booked appointment will be visible in the practitioner's schedule:
Updated Patient Insurance information
We expanded Insurance information that you will be able to document for a patient.
How to add Copay/Coinsurance and Deductible amounts
Now you will be able to add Copay, Coinsurance and Deductible amounts while editing Insurance Information.
Simply go to a patient's profile, and under Insurance, choose the desired insurance policy:
Under More actions, hit Edit:
Enter the desired information, and hit Save:
How to add an Insurance plan
Now you can document the details related to the Insurance plan of your patient such as:
- Insurance Plan name,
- Insurance Plan company,
- Address of the Insurance Plan company (Street, City, State, Zip code, Phone).
Operations Log improvements
The Operations Log menu allows you to track and review the statuses and results of bulk and background operations you have initiated. It can be accessed by clicking on your username at the top right corner and going to Operations Log:
Reviewing bulk operation results
The Operation Result column has been added to the Operation Log table. Now you'll be able to review the detailed results of each bulk or background operation and the items involved in it. At a glance, you'll see if any further actions are necessary. Operation Results will show up for the operations in the Completed and Canceled statuses, and will indicate the following:
- Succeeded - the operation with the item(s) was completed successfully,
- Failed - the operation failed due to specific issues with individual items,
- System Error - the operation with the item(s) didn't succeed because of a system error,
- Canceled - the operation with the item(s) was canceled by the user.
If you have an operation with the Failed or System Error statuses, review the detailed log available upon clicking on the Operation ID in the left column:
And you'll see the reasons for each item's failure within that operation:
By clicking the Item number you will be navigated to the Item details.
Cancelling bulk operations
If you initiate multiple bulk operations in a row, they will get automatically queued to be performed by turn.
- The operations that have been completed will show up with the Processed status,
- The ones that are in progress at the moment will have the Processing status,
- The ones that await their turn in the queue will have the Scheduled status.
Both Scheduled and Processing operations can be canceled if you click on the Operation ID and hit Cancel at the top right:
The operation status will change to Canceled:
If you do that for an operation in the Processing status, part of the items from it might already be processed, which will be reflected in the Operation Results.
In this article, you'll learn about our updates to:
- EHR: Setting up provider schedules
- EHR: Finding free time slots for booking appointments
- RCM: Patient Insurance Information
- RCM: Operation log improvements
Setting up provider schedules
Remedly EHR allows you to set up highly customizable schedules for providers. This ensures that each provider's availability is reflected accurately on the Calendar, making it easy to book and manage the appointments.
Adding multiple schedules with their specific rules for the same period allows managing the availability without editing the single schedule back and forth.
How to create and customize provider schedules
Custom schedules can be added and managed for each specific role of each practitioner in the EHR:
1. Navigate to Settings > Practitioner Management:
2. Click on the name of the practitioner you'd like to manage:
3. Scroll down to the list of roles assigned to the practitioner, and click on the role you'd like to set up the schedule for:
4. In the Schedules tab, you'll see the existing schedules (if any), and the button to + Add Schedule:
5. Upon clicking +Add Schedule, you'll see a menu where you can set up and customize the schedule:
- Add a descriptive schedule name for your convenience,
- Set applied period by choosing the Start Date and End Date from the inbuilt calendar:
- Choose the weeks to apply the schedule to within the period:
- All weeks by default,
- Alternatively, any specific week of each month, from first to last,
- Odd / even weeks only.
Note: the first week of the month is the week that contains the first day of the given month. The following weeks of the month are being numbered based on which week is considered first.
- Tick the working days you'd like to apply the schedule to,
- Set working hours within each working day with up to 15-minute precision,
6. Here, you can add multiple separate time blocks as working hours within one day.
This option can be used to create a complex work schedule, or just to set aside a fixed daily lunch break, for instance.
a) Next to the time fields for each workday, click on the icon,
b) An extra set of time fields will appear, where you can add an additional time range for the same working day,
c) Add as many extra sets as you need,
d) Click on the icon to delete any set of time fields if needed.
Here's how this would look in action:
7. Hit Save Schedule, and the schedule settings will be saved for the practitioner in the given role.
Note: you can create multiple schedules for the same applied period with different rules. For instance, for the same month, you can set long shifts for odd weeks, and shorter shifts for even weeks:
Note: if you set two overlapping time ranges in different schedules for the same practitioner role (e.g.: Monday 8AM to 10AM in one schedule, and Monday 9AM to 11AM in the other schedule) — they would be merged by the system into one neat 8AM to 11AM time range on the Calendar.
How to manage provider schedules
You can set up however many separate complex schedules for the each provider in each specific role.
All the schedules you've created will be listed in the Practitioner's profile > under the Practitioner Role you've added the schedule(s) to:
From that menu, you can:
- Review all existing schedules,
- See Active schedules that are currently applied in the Calendar,
- See Inactive ones that are past their applied period end date:
- Add a new schedule by clicking + Add Schedule,
- Edit an existing schedule by clicking the three-dot icon next to it:
- To deactivate a schedule, edit it, and set the applied period (Start Date and End Date) to past dates. The schedule will become inactive after saving the changes.
Finding free time slots for booking appointments improvement
We've improved a feature for finding free time slots that helps streamline the process of scheduling appointments.
It allows for quick and easy identification of the nearest available booking times for a particular service, department, or practitioner, which ensures efficient time management for a practice, minimizing gaps and maximizing booking opportunities.
How to search for a free time slot in the Calendar
To find an available booking time for a service rendered by the practice, click Free Time Slot button at the top right of the Calendar tab.
Follow the steps below to narrow the search, select an appropriate time slot, and book an appointment.
Search for a free time slot based on the services
In Step 1, you'll be asked to pick the desired service(s).
Browse through the list of all services rendered by the practice, or start typing the service name / service code to narrow the search:
- Search for services in any mode (default), or select the specific mode you need,
- Hover over the service and click the + button to select it.
Selected service(s) will appear in the right-side panel that summarizes your search settings with each step.
- Add multiple services to the search if needed,
- Remove any of the selected services by hovering over each and clicking the trash bin icon.
- Optionally, set custom duration for the selected service/set of services,
Note: the duration you set here won't be reflected in the appointment Bill or in the associated Claim you might create later. It only impacts the search setup and helps to find a suitable opening across the schedules. The appointment created in the Calendar will also take up as much time within the schedule as you allocate for it in this Custom Duration field.
Once you've picked the desired service(s), click Select Department.
Search for a free time slot in a preferred department
In Step 2, you'll be able to select a preferred department to narrow your search.
See the list of all departments in which the selected services are being rendered.
- By default, the search will run across all applicable departments,
- To select a specific department instead, hover over it and click the + button to select it.
Selected department(s) will appear in the right-side panel along with the selected services.
- Add multiple departments to the search if needed,
- Remove any of the selected departments by hovering over each and clicking the trash bin icon:
Once you've picked the preferred department(s), click Select Practitioners.
Search for a free time slot of a preferred practitioner
In Step 3, you can select a specific practitioner / role to customize the search.
See the list of all practitioners who render the selected services in the selected departments. Alternatively, search by practitioner name or role.
- By default, the search will run across all relevant practitioners,
- To select a specific one instead, hover over the practitioner and click the + button, and the practitioner will appear in the right-side panel under Services and Departments,
- Add multiple practitioners to the search if you like,
- Remove any of the selected practitioners by hovering over each and clicking the trash bin icon:
Review the details in the right-side panel to double-check the selected services, preferred departments and practitioners, then click Show Available Time Slots:
In Step 4, you'll be asked to choose a suitable free time slot.
- By default, you'll land on the current week. You can navigate between the weeks using the arrow buttons on both sides of it.
- If no available time slots show up anywhere near, you can use the Find Next Available Slot option. You'll automatically get to the nearest week with any booking options available.
Note: alternatively, you can always go Back to adjust some of the settings and broaden the search. For instance, default it to all departments and all practitioners in case urgency is the main criteria.
- Once you find a suitable time slot, click on it, and it will show up on the right-side panel.
- Click on another available time slot to change the selection.
Once you're happy with the selected time slot, click Create Appointment.
Create an appointment for the found time slot
If your search was set to all departments or all practitioners, it might happen that there are multiple options available for the same time slot.
In this case, before creating an appointment, the system will ask you to choose the final option from the list of available practitioners with their departments specified.
- Tick the preferred option and click Create Appointment:
And if there's only one option available, you'll need to confirm the selection to move forward to creating the appointment:
The system will create an appointment for the selected date and time:
- You'll need to specify the patient by either searching for the patient in the system, or adding a new patient on the go,
- The details specified during the search (services, department, practitioner) will be prefilled automatically.
Note: these details are still editable, but if you modify any of the pre-selected appointment settings after choosing the time slot, it might impact its availability.
Once you specify the patient, a Notification panel will appear on the right side, displaying important patient-related details, reminders, and alerts.
After clicking Create Appointment, you'll be directed to the relevant week on the Calendar, where the newly booked appointment will be visible in the practitioner's schedule:
Updated Patient Insurance information
We expanded Insurance information that you will be able to document for a patient.
How to add Copay/Coinsurance and Deductible amounts
Now you will be able to add Copay, Coinsurance and Deductible amounts while editing Insurance Information.
Simply go to a patient's profile, and under Insurance, choose the desired insurance policy:
Under More actions, hit Edit:
Enter the desired information, and hit Save:
How to add an Insurance plan
Now you can document the details related to the Insurance plan of your patient such as:
- Insurance Plan name,
- Insurance Plan company,
- Address of the Insurance Plan company (Street, City, State, Zip code, Phone).
Operations Log improvements
The Operations Log menu allows you to track and review the statuses and results of bulk and background operations you have initiated. It can be accessed by clicking on your username at the top right corner and going to Operations Log:
Reviewing bulk operation results
The Operation Result column has been added to the Operation Log table. Now you'll be able to review the detailed results of each bulk or background operation and the items involved in it. At a glance, you'll see if any further actions are necessary. Operation Results will show up for the operations in the Completed and Canceled statuses, and will indicate the following:
- Succeeded - the operation with the item(s) was completed successfully,
- Failed - the operation failed due to specific issues with individual items,
- System Error - the operation with the item(s) didn't succeed because of a system error,
- Canceled - the operation with the item(s) was canceled by the user.
If you have an operation with the Failed or System Error statuses, review the detailed log available upon clicking on the Operation ID in the left column:
And you'll see the reasons for each item's failure within that operation:
By clicking the Item number you will be navigated to the Item details.
Cancelling bulk operations
If you initiate multiple bulk operations in a row, they will get automatically queued to be performed by turn.
- The operations that have been completed will show up with the Processed status,
- The ones that are in progress at the moment will have the Processing status,
- The ones that await their turn in the queue will have the Scheduled status.
Both Scheduled and Processing operations can be canceled if you click on the Operation ID and hit Cancel at the top right:
The operation status will change to Canceled:
If you do that for an operation in the Processing status, part of the items from it might already be processed, which will be reflected in the Operation Results.
In this article, you'll learn about our updates to:
- EHR: Setting up provider schedules
- EHR: Finding free time slots for booking appointments
- RCM: Patient Insurance Information
- RCM: Operation log improvements
Setting up provider schedules
Remedly EHR allows you to set up highly customizable schedules for providers. This ensures that each provider's availability is reflected accurately on the Calendar, making it easy to book and manage the appointments.
Adding multiple schedules with their specific rules for the same period allows managing the availability without editing the single schedule back and forth.
How to create and customize provider schedules
Custom schedules can be added and managed for each specific role of each practitioner in the EHR:
1. Navigate to Settings > Practitioner Management:
2. Click on the name of the practitioner you'd like to manage:
3. Scroll down to the list of roles assigned to the practitioner, and click on the role you'd like to set up the schedule for:
4. In the Schedules tab, you'll see the existing schedules (if any), and the button to + Add Schedule:
5. Upon clicking +Add Schedule, you'll see a menu where you can set up and customize the schedule:
- Add a descriptive schedule name for your convenience,
- Set applied period by choosing the Start Date and End Date from the inbuilt calendar:
- Choose the weeks to apply the schedule to within the period:
- All weeks by default,
- Alternatively, any specific week of each month, from first to last,
- Odd / even weeks only.
Note: the first week of the month is the week that contains the first day of the given month. The following weeks of the month are being numbered based on which week is considered first.
- Tick the working days you'd like to apply the schedule to,
- Set working hours within each working day with up to 15-minute precision,
6. Here, you can add multiple separate time blocks as working hours within one day.
This option can be used to create a complex work schedule, or just to set aside a fixed daily lunch break, for instance.
a) Next to the time fields for each workday, click on the icon,
b) An extra set of time fields will appear, where you can add an additional time range for the same working day,
c) Add as many extra sets as you need,
d) Click on the icon to delete any set of time fields if needed.
Here's how this would look in action:
7. Hit Save Schedule, and the schedule settings will be saved for the practitioner in the given role.
Note: you can create multiple schedules for the same applied period with different rules. For instance, for the same month, you can set long shifts for odd weeks, and shorter shifts for even weeks:
Note: if you set two overlapping time ranges in different schedules for the same practitioner role (e.g.: Monday 8AM to 10AM in one schedule, and Monday 9AM to 11AM in the other schedule) — they would be merged by the system into one neat 8AM to 11AM time range on the Calendar.
How to manage provider schedules
You can set up however many separate complex schedules for the each provider in each specific role.
All the schedules you've created will be listed in the Practitioner's profile > under the Practitioner Role you've added the schedule(s) to:
From that menu, you can:
- Review all existing schedules,
- See Active schedules that are currently applied in the Calendar,
- See Inactive ones that are past their applied period end date:
- Add a new schedule by clicking + Add Schedule,
- Edit an existing schedule by clicking the three-dot icon next to it:
- To deactivate a schedule, edit it, and set the applied period (Start Date and End Date) to past dates. The schedule will become inactive after saving the changes.
Finding free time slots for booking appointments improvement
We've improved a feature for finding free time slots that helps streamline the process of scheduling appointments.
It allows for quick and easy identification of the nearest available booking times for a particular service, department, or practitioner, which ensures efficient time management for a practice, minimizing gaps and maximizing booking opportunities.
How to search for a free time slot in the Calendar
To find an available booking time for a service rendered by the practice, click Free Time Slot button at the top right of the Calendar tab.
Follow the steps below to narrow the search, select an appropriate time slot, and book an appointment.
Search for a free time slot based on the services
In Step 1, you'll be asked to pick the desired service(s).
Browse through the list of all services rendered by the practice, or start typing the service name / service code to narrow the search:
- Search for services in any mode (default), or select the specific mode you need,
- Hover over the service and click the + button to select it.
Selected service(s) will appear in the right-side panel that summarizes your search settings with each step.
- Add multiple services to the search if needed,
- Remove any of the selected services by hovering over each and clicking the trash bin icon.
- Optionally, set custom duration for the selected service/set of services,
Note: the duration you set here won't be reflected in the appointment Bill or in the associated Claim you might create later. It only impacts the search setup and helps to find a suitable opening across the schedules. The appointment created in the Calendar will also take up as much time within the schedule as you allocate for it in this Custom Duration field.
Once you've picked the desired service(s), click Select Department.
Search for a free time slot in a preferred department
In Step 2, you'll be able to select a preferred department to narrow your search.
See the list of all departments in which the selected services are being rendered.
- By default, the search will run across all applicable departments,
- To select a specific department instead, hover over it and click the + button to select it.
Selected department(s) will appear in the right-side panel along with the selected services.
- Add multiple departments to the search if needed,
- Remove any of the selected departments by hovering over each and clicking the trash bin icon:
Once you've picked the preferred department(s), click Select Practitioners.
Search for a free time slot of a preferred practitioner
In Step 3, you can select a specific practitioner / role to customize the search.
See the list of all practitioners who render the selected services in the selected departments. Alternatively, search by practitioner name or role.
- By default, the search will run across all relevant practitioners,
- To select a specific one instead, hover over the practitioner and click the + button, and the practitioner will appear in the right-side panel under Services and Departments,
- Add multiple practitioners to the search if you like,
- Remove any of the selected practitioners by hovering over each and clicking the trash bin icon:
Review the details in the right-side panel to double-check the selected services, preferred departments and practitioners, then click Show Available Time Slots:
In Step 4, you'll be asked to choose a suitable free time slot.
- By default, you'll land on the current week. You can navigate between the weeks using the arrow buttons on both sides of it.
- If no available time slots show up anywhere near, you can use the Find Next Available Slot option. You'll automatically get to the nearest week with any booking options available.
Note: alternatively, you can always go Back to adjust some of the settings and broaden the search. For instance, default it to all departments and all practitioners in case urgency is the main criteria.
- Once you find a suitable time slot, click on it, and it will show up on the right-side panel.
- Click on another available time slot to change the selection.
Once you're happy with the selected time slot, click Create Appointment.
Create an appointment for the found time slot
If your search was set to all departments or all practitioners, it might happen that there are multiple options available for the same time slot.
In this case, before creating an appointment, the system will ask you to choose the final option from the list of available practitioners with their departments specified.
- Tick the preferred option and click Create Appointment:
And if there's only one option available, you'll need to confirm the selection to move forward to creating the appointment:
The system will create an appointment for the selected date and time:
- You'll need to specify the patient by either searching for the patient in the system, or adding a new patient on the go,
- The details specified during the search (services, department, practitioner) will be prefilled automatically.
Note: these details are still editable, but if you modify any of the pre-selected appointment settings after choosing the time slot, it might impact its availability.
Once you specify the patient, a Notification panel will appear on the right side, displaying important patient-related details, reminders, and alerts.
After clicking Create Appointment, you'll be directed to the relevant week on the Calendar, where the newly booked appointment will be visible in the practitioner's schedule:
Updated Patient Insurance information
We expanded Insurance information that you will be able to document for a patient.
How to add Copay/Coinsurance and Deductible amounts
Now you will be able to add Copay, Coinsurance and Deductible amounts while editing Insurance Information.
Simply go to a patient's profile, and under Insurance, choose the desired insurance policy:
Under More actions, hit Edit:
Enter the desired information, and hit Save:
How to add an Insurance plan
Now you can document the details related to the Insurance plan of your patient such as:
- Insurance Plan name,
- Insurance Plan company,
- Address of the Insurance Plan company (Street, City, State, Zip code, Phone).
Operations Log improvements
The Operations Log menu allows you to track and review the statuses and results of bulk and background operations you have initiated. It can be accessed by clicking on your username at the top right corner and going to Operations Log:
Reviewing bulk operation results
The Operation Result column has been added to the Operation Log table. Now you'll be able to review the detailed results of each bulk or background operation and the items involved in it. At a glance, you'll see if any further actions are necessary. Operation Results will show up for the operations in the Completed and Canceled statuses, and will indicate the following:
- Succeeded - the operation with the item(s) was completed successfully,
- Failed - the operation failed due to specific issues with individual items,
- System Error - the operation with the item(s) didn't succeed because of a system error,
- Canceled - the operation with the item(s) was canceled by the user.
If you have an operation with the Failed or System Error statuses, review the detailed log available upon clicking on the Operation ID in the left column:
And you'll see the reasons for each item's failure within that operation:
By clicking the Item number you will be navigated to the Item details.
Cancelling bulk operations
If you initiate multiple bulk operations in a row, they will get automatically queued to be performed by turn.
- The operations that have been completed will show up with the Processed status,
- The ones that are in progress at the moment will have the Processing status,
- The ones that await their turn in the queue will have the Scheduled status.
Both Scheduled and Processing operations can be canceled if you click on the Operation ID and hit Cancel at the top right:
The operation status will change to Canceled:
If you do that for an operation in the Processing status, part of the items from it might already be processed, which will be reflected in the Operation Results.
In this article, you'll learn about our updates to:
- EHR: Setting up provider schedules
- EHR: Finding free time slots for booking appointments
- RCM: Patient Insurance Information
- RCM: Operation log improvements
Setting up provider schedules
Remedly EHR allows you to set up highly customizable schedules for providers. This ensures that each provider's availability is reflected accurately on the Calendar, making it easy to book and manage the appointments.
Adding multiple schedules with their specific rules for the same period allows managing the availability without editing the single schedule back and forth.
How to create and customize provider schedules
Custom schedules can be added and managed for each specific role of each practitioner in the EHR:
1. Navigate to Settings > Practitioner Management:
2. Click on the name of the practitioner you'd like to manage:
3. Scroll down to the list of roles assigned to the practitioner, and click on the role you'd like to set up the schedule for:
4. In the Schedules tab, you'll see the existing schedules (if any), and the button to + Add Schedule:
5. Upon clicking +Add Schedule, you'll see a menu where you can set up and customize the schedule:
- Add a descriptive schedule name for your convenience,
- Set applied period by choosing the Start Date and End Date from the inbuilt calendar:
- Choose the weeks to apply the schedule to within the period:
- All weeks by default,
- Alternatively, any specific week of each month, from first to last,
- Odd / even weeks only.
Note: the first week of the month is the week that contains the first day of the given month. The following weeks of the month are being numbered based on which week is considered first.
- Tick the working days you'd like to apply the schedule to,
- Set working hours within each working day with up to 15-minute precision,
6. Here, you can add multiple separate time blocks as working hours within one day.
This option can be used to create a complex work schedule, or just to set aside a fixed daily lunch break, for instance.
a) Next to the time fields for each workday, click on the icon,
b) An extra set of time fields will appear, where you can add an additional time range for the same working day,
c) Add as many extra sets as you need,
d) Click on the icon to delete any set of time fields if needed.
Here's how this would look in action:
7. Hit Save Schedule, and the schedule settings will be saved for the practitioner in the given role.
Note: you can create multiple schedules for the same applied period with different rules. For instance, for the same month, you can set long shifts for odd weeks, and shorter shifts for even weeks:
Note: if you set two overlapping time ranges in different schedules for the same practitioner role (e.g.: Monday 8AM to 10AM in one schedule, and Monday 9AM to 11AM in the other schedule) — they would be merged by the system into one neat 8AM to 11AM time range on the Calendar.
How to manage provider schedules
You can set up however many separate complex schedules for the each provider in each specific role.
All the schedules you've created will be listed in the Practitioner's profile > under the Practitioner Role you've added the schedule(s) to:
From that menu, you can:
- Review all existing schedules,
- See Active schedules that are currently applied in the Calendar,
- See Inactive ones that are past their applied period end date:
- Add a new schedule by clicking + Add Schedule,
- Edit an existing schedule by clicking the three-dot icon next to it:
- To deactivate a schedule, edit it, and set the applied period (Start Date and End Date) to past dates. The schedule will become inactive after saving the changes.
Finding free time slots for booking appointments improvement
We've improved a feature for finding free time slots that helps streamline the process of scheduling appointments.
It allows for quick and easy identification of the nearest available booking times for a particular service, department, or practitioner, which ensures efficient time management for a practice, minimizing gaps and maximizing booking opportunities.
How to search for a free time slot in the Calendar
To find an available booking time for a service rendered by the practice, click Free Time Slot button at the top right of the Calendar tab.
Follow the steps below to narrow the search, select an appropriate time slot, and book an appointment.
Search for a free time slot based on the services
In Step 1, you'll be asked to pick the desired service(s).
Browse through the list of all services rendered by the practice, or start typing the service name / service code to narrow the search:
- Search for services in any mode (default), or select the specific mode you need,
- Hover over the service and click the + button to select it.
Selected service(s) will appear in the right-side panel that summarizes your search settings with each step.
- Add multiple services to the search if needed,
- Remove any of the selected services by hovering over each and clicking the trash bin icon.
- Optionally, set custom duration for the selected service/set of services,
Note: the duration you set here won't be reflected in the appointment Bill or in the associated Claim you might create later. It only impacts the search setup and helps to find a suitable opening across the schedules. The appointment created in the Calendar will also take up as much time within the schedule as you allocate for it in this Custom Duration field.
Once you've picked the desired service(s), click Select Department.
Search for a free time slot in a preferred department
In Step 2, you'll be able to select a preferred department to narrow your search.
See the list of all departments in which the selected services are being rendered.
- By default, the search will run across all applicable departments,
- To select a specific department instead, hover over it and click the + button to select it.
Selected department(s) will appear in the right-side panel along with the selected services.
- Add multiple departments to the search if needed,
- Remove any of the selected departments by hovering over each and clicking the trash bin icon:
Once you've picked the preferred department(s), click Select Practitioners.
Search for a free time slot of a preferred practitioner
In Step 3, you can select a specific practitioner / role to customize the search.
See the list of all practitioners who render the selected services in the selected departments. Alternatively, search by practitioner name or role.
- By default, the search will run across all relevant practitioners,
- To select a specific one instead, hover over the practitioner and click the + button, and the practitioner will appear in the right-side panel under Services and Departments,
- Add multiple practitioners to the search if you like,
- Remove any of the selected practitioners by hovering over each and clicking the trash bin icon:
Review the details in the right-side panel to double-check the selected services, preferred departments and practitioners, then click Show Available Time Slots:
In Step 4, you'll be asked to choose a suitable free time slot.
- By default, you'll land on the current week. You can navigate between the weeks using the arrow buttons on both sides of it.
- If no available time slots show up anywhere near, you can use the Find Next Available Slot option. You'll automatically get to the nearest week with any booking options available.
Note: alternatively, you can always go Back to adjust some of the settings and broaden the search. For instance, default it to all departments and all practitioners in case urgency is the main criteria.
- Once you find a suitable time slot, click on it, and it will show up on the right-side panel.
- Click on another available time slot to change the selection.
Once you're happy with the selected time slot, click Create Appointment.
Create an appointment for the found time slot
If your search was set to all departments or all practitioners, it might happen that there are multiple options available for the same time slot.
In this case, before creating an appointment, the system will ask you to choose the final option from the list of available practitioners with their departments specified.
- Tick the preferred option and click Create Appointment:
And if there's only one option available, you'll need to confirm the selection to move forward to creating the appointment:
The system will create an appointment for the selected date and time:
- You'll need to specify the patient by either searching for the patient in the system, or adding a new patient on the go,
- The details specified during the search (services, department, practitioner) will be prefilled automatically.
Note: these details are still editable, but if you modify any of the pre-selected appointment settings after choosing the time slot, it might impact its availability.
Once you specify the patient, a Notification panel will appear on the right side, displaying important patient-related details, reminders, and alerts.
After clicking Create Appointment, you'll be directed to the relevant week on the Calendar, where the newly booked appointment will be visible in the practitioner's schedule:
Updated Patient Insurance information
We expanded Insurance information that you will be able to document for a patient.
How to add Copay/Coinsurance and Deductible amounts
Now you will be able to add Copay, Coinsurance and Deductible amounts while editing Insurance Information.
Simply go to a patient's profile, and under Insurance, choose the desired insurance policy:
Under More actions, hit Edit:
Enter the desired information, and hit Save:
How to add an Insurance plan
Now you can document the details related to the Insurance plan of your patient such as:
- Insurance Plan name,
- Insurance Plan company,
- Address of the Insurance Plan company (Street, City, State, Zip code, Phone).
Operations Log improvements
The Operations Log menu allows you to track and review the statuses and results of bulk and background operations you have initiated. It can be accessed by clicking on your username at the top right corner and going to Operations Log:
Reviewing bulk operation results
The Operation Result column has been added to the Operation Log table. Now you'll be able to review the detailed results of each bulk or background operation and the items involved in it. At a glance, you'll see if any further actions are necessary. Operation Results will show up for the operations in the Completed and Canceled statuses, and will indicate the following:
- Succeeded - the operation with the item(s) was completed successfully,
- Failed - the operation failed due to specific issues with individual items,
- System Error - the operation with the item(s) didn't succeed because of a system error,
- Canceled - the operation with the item(s) was canceled by the user.
If you have an operation with the Failed or System Error statuses, review the detailed log available upon clicking on the Operation ID in the left column:
And you'll see the reasons for each item's failure within that operation:
By clicking the Item number you will be navigated to the Item details.
Cancelling bulk operations
If you initiate multiple bulk operations in a row, they will get automatically queued to be performed by turn.
- The operations that have been completed will show up with the Processed status,
- The ones that are in progress at the moment will have the Processing status,
- The ones that await their turn in the queue will have the Scheduled status.
Both Scheduled and Processing operations can be canceled if you click on the Operation ID and hit Cancel at the top right:
The operation status will change to Canceled:
If you do that for an operation in the Processing status, part of the items from it might already be processed, which will be reflected in the Operation Results.
In this article, you'll learn about our updates to:
- EHR: Setting up provider schedules
- EHR: Finding free time slots for booking appointments
- RCM: Patient Insurance Information
- RCM: Operation log improvements
Setting up provider schedules
Remedly EHR allows you to set up highly customizable schedules for providers. This ensures that each provider's availability is reflected accurately on the Calendar, making it easy to book and manage the appointments.
Adding multiple schedules with their specific rules for the same period allows managing the availability without editing the single schedule back and forth.
How to create and customize provider schedules
Custom schedules can be added and managed for each specific role of each practitioner in the EHR:
1. Navigate to Settings > Practitioner Management:
2. Click on the name of the practitioner you'd like to manage:
3. Scroll down to the list of roles assigned to the practitioner, and click on the role you'd like to set up the schedule for:
4. In the Schedules tab, you'll see the existing schedules (if any), and the button to + Add Schedule:
5. Upon clicking +Add Schedule, you'll see a menu where you can set up and customize the schedule:
- Add a descriptive schedule name for your convenience,
- Set applied period by choosing the Start Date and End Date from the inbuilt calendar:
- Choose the weeks to apply the schedule to within the period:
- All weeks by default,
- Alternatively, any specific week of each month, from first to last,
- Odd / even weeks only.
Note: the first week of the month is the week that contains the first day of the given month. The following weeks of the month are being numbered based on which week is considered first.
- Tick the working days you'd like to apply the schedule to,
- Set working hours within each working day with up to 15-minute precision,
6. Here, you can add multiple separate time blocks as working hours within one day.
This option can be used to create a complex work schedule, or just to set aside a fixed daily lunch break, for instance.
a) Next to the time fields for each workday, click on the icon,
b) An extra set of time fields will appear, where you can add an additional time range for the same working day,
c) Add as many extra sets as you need,
d) Click on the icon to delete any set of time fields if needed.
Here's how this would look in action:
7. Hit Save Schedule, and the schedule settings will be saved for the practitioner in the given role.
Note: you can create multiple schedules for the same applied period with different rules. For instance, for the same month, you can set long shifts for odd weeks, and shorter shifts for even weeks:
Note: if you set two overlapping time ranges in different schedules for the same practitioner role (e.g.: Monday 8AM to 10AM in one schedule, and Monday 9AM to 11AM in the other schedule) — they would be merged by the system into one neat 8AM to 11AM time range on the Calendar.
How to manage provider schedules
You can set up however many separate complex schedules for the each provider in each specific role.
All the schedules you've created will be listed in the Practitioner's profile > under the Practitioner Role you've added the schedule(s) to:
From that menu, you can:
- Review all existing schedules,
- See Active schedules that are currently applied in the Calendar,
- See Inactive ones that are past their applied period end date:
- Add a new schedule by clicking + Add Schedule,
- Edit an existing schedule by clicking the three-dot icon next to it:
- To deactivate a schedule, edit it, and set the applied period (Start Date and End Date) to past dates. The schedule will become inactive after saving the changes.
Finding free time slots for booking appointments improvement
We've improved a feature for finding free time slots that helps streamline the process of scheduling appointments.
It allows for quick and easy identification of the nearest available booking times for a particular service, department, or practitioner, which ensures efficient time management for a practice, minimizing gaps and maximizing booking opportunities.
How to search for a free time slot in the Calendar
To find an available booking time for a service rendered by the practice, click Free Time Slot button at the top right of the Calendar tab.
Follow the steps below to narrow the search, select an appropriate time slot, and book an appointment.
Search for a free time slot based on the services
In Step 1, you'll be asked to pick the desired service(s).
Browse through the list of all services rendered by the practice, or start typing the service name / service code to narrow the search:
- Search for services in any mode (default), or select the specific mode you need,
- Hover over the service and click the + button to select it.
Selected service(s) will appear in the right-side panel that summarizes your search settings with each step.
- Add multiple services to the search if needed,
- Remove any of the selected services by hovering over each and clicking the trash bin icon.
- Optionally, set custom duration for the selected service/set of services,
Note: the duration you set here won't be reflected in the appointment Bill or in the associated Claim you might create later. It only impacts the search setup and helps to find a suitable opening across the schedules. The appointment created in the Calendar will also take up as much time within the schedule as you allocate for it in this Custom Duration field.
Once you've picked the desired service(s), click Select Department.
Search for a free time slot in a preferred department
In Step 2, you'll be able to select a preferred department to narrow your search.
See the list of all departments in which the selected services are being rendered.
- By default, the search will run across all applicable departments,
- To select a specific department instead, hover over it and click the + button to select it.
Selected department(s) will appear in the right-side panel along with the selected services.
- Add multiple departments to the search if needed,
- Remove any of the selected departments by hovering over each and clicking the trash bin icon:
Once you've picked the preferred department(s), click Select Practitioners.
Search for a free time slot of a preferred practitioner
In Step 3, you can select a specific practitioner / role to customize the search.
See the list of all practitioners who render the selected services in the selected departments. Alternatively, search by practitioner name or role.
- By default, the search will run across all relevant practitioners,
- To select a specific one instead, hover over the practitioner and click the + button, and the practitioner will appear in the right-side panel under Services and Departments,
- Add multiple practitioners to the search if you like,
- Remove any of the selected practitioners by hovering over each and clicking the trash bin icon:
Review the details in the right-side panel to double-check the selected services, preferred departments and practitioners, then click Show Available Time Slots:
In Step 4, you'll be asked to choose a suitable free time slot.
- By default, you'll land on the current week. You can navigate between the weeks using the arrow buttons on both sides of it.
- If no available time slots show up anywhere near, you can use the Find Next Available Slot option. You'll automatically get to the nearest week with any booking options available.
Note: alternatively, you can always go Back to adjust some of the settings and broaden the search. For instance, default it to all departments and all practitioners in case urgency is the main criteria.
- Once you find a suitable time slot, click on it, and it will show up on the right-side panel.
- Click on another available time slot to change the selection.
Once you're happy with the selected time slot, click Create Appointment.
Create an appointment for the found time slot
If your search was set to all departments or all practitioners, it might happen that there are multiple options available for the same time slot.
In this case, before creating an appointment, the system will ask you to choose the final option from the list of available practitioners with their departments specified.
- Tick the preferred option and click Create Appointment:
And if there's only one option available, you'll need to confirm the selection to move forward to creating the appointment:
The system will create an appointment for the selected date and time:
- You'll need to specify the patient by either searching for the patient in the system, or adding a new patient on the go,
- The details specified during the search (services, department, practitioner) will be prefilled automatically.
Note: these details are still editable, but if you modify any of the pre-selected appointment settings after choosing the time slot, it might impact its availability.
Once you specify the patient, a Notification panel will appear on the right side, displaying important patient-related details, reminders, and alerts.
After clicking Create Appointment, you'll be directed to the relevant week on the Calendar, where the newly booked appointment will be visible in the practitioner's schedule:
Updated Patient Insurance information
We expanded Insurance information that you will be able to document for a patient.
How to add Copay/Coinsurance and Deductible amounts
Now you will be able to add Copay, Coinsurance and Deductible amounts while editing Insurance Information.
Simply go to a patient's profile, and under Insurance, choose the desired insurance policy:
Under More actions, hit Edit:
Enter the desired information, and hit Save:
How to add an Insurance plan
Now you can document the details related to the Insurance plan of your patient such as:
- Insurance Plan name,
- Insurance Plan company,
- Address of the Insurance Plan company (Street, City, State, Zip code, Phone).
Operations Log improvements
The Operations Log menu allows you to track and review the statuses and results of bulk and background operations you have initiated. It can be accessed by clicking on your username at the top right corner and going to Operations Log:
Reviewing bulk operation results
The Operation Result column has been added to the Operation Log table. Now you'll be able to review the detailed results of each bulk or background operation and the items involved in it. At a glance, you'll see if any further actions are necessary. Operation Results will show up for the operations in the Completed and Canceled statuses, and will indicate the following:
- Succeeded - the operation with the item(s) was completed successfully,
- Failed - the operation failed due to specific issues with individual items,
- System Error - the operation with the item(s) didn't succeed because of a system error,
- Canceled - the operation with the item(s) was canceled by the user.
If you have an operation with the Failed or System Error statuses, review the detailed log available upon clicking on the Operation ID in the left column:
And you'll see the reasons for each item's failure within that operation:
By clicking the Item number you will be navigated to the Item details.
Cancelling bulk operations
If you initiate multiple bulk operations in a row, they will get automatically queued to be performed by turn.
- The operations that have been completed will show up with the Processed status,
- The ones that are in progress at the moment will have the Processing status,
- The ones that await their turn in the queue will have the Scheduled status.
Both Scheduled and Processing operations can be canceled if you click on the Operation ID and hit Cancel at the top right:
The operation status will change to Canceled:
If you do that for an operation in the Processing status, part of the items from it might already be processed, which will be reflected in the Operation Results.
In this article, you'll learn about our updates to:
- EHR: Setting up provider schedules
- EHR: Finding free time slots for booking appointments
- RCM: Patient Insurance Information
- RCM: Operation log improvements
Setting up provider schedules
Remedly EHR allows you to set up highly customizable schedules for providers. This ensures that each provider's availability is reflected accurately on the Calendar, making it easy to book and manage the appointments.
Adding multiple schedules with their specific rules for the same period allows managing the availability without editing the single schedule back and forth.
How to create and customize provider schedules
Custom schedules can be added and managed for each specific role of each practitioner in the EHR:
1. Navigate to Settings > Practitioner Management:
2. Click on the name of the practitioner you'd like to manage:
3. Scroll down to the list of roles assigned to the practitioner, and click on the role you'd like to set up the schedule for:
4. In the Schedules tab, you'll see the existing schedules (if any), and the button to + Add Schedule:
5. Upon clicking +Add Schedule, you'll see a menu where you can set up and customize the schedule:
- Add a descriptive schedule name for your convenience,
- Set applied period by choosing the Start Date and End Date from the inbuilt calendar:
- Choose the weeks to apply the schedule to within the period:
- All weeks by default,
- Alternatively, any specific week of each month, from first to last,
- Odd / even weeks only.
Note: the first week of the month is the week that contains the first day of the given month. The following weeks of the month are being numbered based on which week is considered first.
- Tick the working days you'd like to apply the schedule to,
- Set working hours within each working day with up to 15-minute precision,
6. Here, you can add multiple separate time blocks as working hours within one day.
This option can be used to create a complex work schedule, or just to set aside a fixed daily lunch break, for instance.
a) Next to the time fields for each workday, click on the icon,
b) An extra set of time fields will appear, where you can add an additional time range for the same working day,
c) Add as many extra sets as you need,
d) Click on the icon to delete any set of time fields if needed.
Here's how this would look in action:
7. Hit Save Schedule, and the schedule settings will be saved for the practitioner in the given role.
Note: you can create multiple schedules for the same applied period with different rules. For instance, for the same month, you can set long shifts for odd weeks, and shorter shifts for even weeks:
Note: if you set two overlapping time ranges in different schedules for the same practitioner role (e.g.: Monday 8AM to 10AM in one schedule, and Monday 9AM to 11AM in the other schedule) — they would be merged by the system into one neat 8AM to 11AM time range on the Calendar.
How to manage provider schedules
You can set up however many separate complex schedules for the each provider in each specific role.
All the schedules you've created will be listed in the Practitioner's profile > under the Practitioner Role you've added the schedule(s) to:
From that menu, you can:
- Review all existing schedules,
- See Active schedules that are currently applied in the Calendar,
- See Inactive ones that are past their applied period end date:
- Add a new schedule by clicking + Add Schedule,
- Edit an existing schedule by clicking the three-dot icon next to it:
- To deactivate a schedule, edit it, and set the applied period (Start Date and End Date) to past dates. The schedule will become inactive after saving the changes.
Finding free time slots for booking appointments improvement
We've improved a feature for finding free time slots that helps streamline the process of scheduling appointments.
It allows for quick and easy identification of the nearest available booking times for a particular service, department, or practitioner, which ensures efficient time management for a practice, minimizing gaps and maximizing booking opportunities.
How to search for a free time slot in the Calendar
To find an available booking time for a service rendered by the practice, click Free Time Slot button at the top right of the Calendar tab.
Follow the steps below to narrow the search, select an appropriate time slot, and book an appointment.
Search for a free time slot based on the services
In Step 1, you'll be asked to pick the desired service(s).
Browse through the list of all services rendered by the practice, or start typing the service name / service code to narrow the search:
- Search for services in any mode (default), or select the specific mode you need,
- Hover over the service and click the + button to select it.
Selected service(s) will appear in the right-side panel that summarizes your search settings with each step.
- Add multiple services to the search if needed,
- Remove any of the selected services by hovering over each and clicking the trash bin icon.
- Optionally, set custom duration for the selected service/set of services,
Note: the duration you set here won't be reflected in the appointment Bill or in the associated Claim you might create later. It only impacts the search setup and helps to find a suitable opening across the schedules. The appointment created in the Calendar will also take up as much time within the schedule as you allocate for it in this Custom Duration field.
Once you've picked the desired service(s), click Select Department.
Search for a free time slot in a preferred department
In Step 2, you'll be able to select a preferred department to narrow your search.
See the list of all departments in which the selected services are being rendered.
- By default, the search will run across all applicable departments,
- To select a specific department instead, hover over it and click the + button to select it.
Selected department(s) will appear in the right-side panel along with the selected services.
- Add multiple departments to the search if needed,
- Remove any of the selected departments by hovering over each and clicking the trash bin icon:
Once you've picked the preferred department(s), click Select Practitioners.
Search for a free time slot of a preferred practitioner
In Step 3, you can select a specific practitioner / role to customize the search.
See the list of all practitioners who render the selected services in the selected departments. Alternatively, search by practitioner name or role.
- By default, the search will run across all relevant practitioners,
- To select a specific one instead, hover over the practitioner and click the + button, and the practitioner will appear in the right-side panel under Services and Departments,
- Add multiple practitioners to the search if you like,
- Remove any of the selected practitioners by hovering over each and clicking the trash bin icon:
Review the details in the right-side panel to double-check the selected services, preferred departments and practitioners, then click Show Available Time Slots:
In Step 4, you'll be asked to choose a suitable free time slot.
- By default, you'll land on the current week. You can navigate between the weeks using the arrow buttons on both sides of it.
- If no available time slots show up anywhere near, you can use the Find Next Available Slot option. You'll automatically get to the nearest week with any booking options available.
Note: alternatively, you can always go Back to adjust some of the settings and broaden the search. For instance, default it to all departments and all practitioners in case urgency is the main criteria.
- Once you find a suitable time slot, click on it, and it will show up on the right-side panel.
- Click on another available time slot to change the selection.
Once you're happy with the selected time slot, click Create Appointment.
Create an appointment for the found time slot
If your search was set to all departments or all practitioners, it might happen that there are multiple options available for the same time slot.
In this case, before creating an appointment, the system will ask you to choose the final option from the list of available practitioners with their departments specified.
- Tick the preferred option and click Create Appointment:
And if there's only one option available, you'll need to confirm the selection to move forward to creating the appointment:
The system will create an appointment for the selected date and time:
- You'll need to specify the patient by either searching for the patient in the system, or adding a new patient on the go,
- The details specified during the search (services, department, practitioner) will be prefilled automatically.
Note: these details are still editable, but if you modify any of the pre-selected appointment settings after choosing the time slot, it might impact its availability.
Once you specify the patient, a Notification panel will appear on the right side, displaying important patient-related details, reminders, and alerts.
After clicking Create Appointment, you'll be directed to the relevant week on the Calendar, where the newly booked appointment will be visible in the practitioner's schedule:
Updated Patient Insurance information
We expanded Insurance information that you will be able to document for a patient.
How to add Copay/Coinsurance and Deductible amounts
Now you will be able to add Copay, Coinsurance and Deductible amounts while editing Insurance Information.
Simply go to a patient's profile, and under Insurance, choose the desired insurance policy:
Under More actions, hit Edit:
Enter the desired information, and hit Save:
How to add an Insurance plan
Now you can document the details related to the Insurance plan of your patient such as:
- Insurance Plan name,
- Insurance Plan company,
- Address of the Insurance Plan company (Street, City, State, Zip code, Phone).
Operations Log improvements
The Operations Log menu allows you to track and review the statuses and results of bulk and background operations you have initiated. It can be accessed by clicking on your username at the top right corner and going to Operations Log:
Reviewing bulk operation results
The Operation Result column has been added to the Operation Log table. Now you'll be able to review the detailed results of each bulk or background operation and the items involved in it. At a glance, you'll see if any further actions are necessary. Operation Results will show up for the operations in the Completed and Canceled statuses, and will indicate the following:
- Succeeded - the operation with the item(s) was completed successfully,
- Failed - the operation failed due to specific issues with individual items,
- System Error - the operation with the item(s) didn't succeed because of a system error,
- Canceled - the operation with the item(s) was canceled by the user.
If you have an operation with the Failed or System Error statuses, review the detailed log available upon clicking on the Operation ID in the left column:
And you'll see the reasons for each item's failure within that operation:
By clicking the Item number you will be navigated to the Item details.
Cancelling bulk operations
If you initiate multiple bulk operations in a row, they will get automatically queued to be performed by turn.
- The operations that have been completed will show up with the Processed status,
- The ones that are in progress at the moment will have the Processing status,
- The ones that await their turn in the queue will have the Scheduled status.
Both Scheduled and Processing operations can be canceled if you click on the Operation ID and hit Cancel at the top right:
The operation status will change to Canceled:
If you do that for an operation in the Processing status, part of the items from it might already be processed, which will be reflected in the Operation Results.
In this article, you'll learn about our updates to:
- EHR: Setting up provider schedules
- EHR: Finding free time slots for booking appointments
- RCM: Patient Insurance Information
- RCM: Operation log improvements
Setting up provider schedules
Remedly EHR allows you to set up highly customizable schedules for providers. This ensures that each provider's availability is reflected accurately on the Calendar, making it easy to book and manage the appointments.
Adding multiple schedules with their specific rules for the same period allows managing the availability without editing the single schedule back and forth.
How to create and customize provider schedules
Custom schedules can be added and managed for each specific role of each practitioner in the EHR:
1. Navigate to Settings > Practitioner Management:
2. Click on the name of the practitioner you'd like to manage:
3. Scroll down to the list of roles assigned to the practitioner, and click on the role you'd like to set up the schedule for:
4. In the Schedules tab, you'll see the existing schedules (if any), and the button to + Add Schedule:
5. Upon clicking +Add Schedule, you'll see a menu where you can set up and customize the schedule:
- Add a descriptive schedule name for your convenience,
- Set applied period by choosing the Start Date and End Date from the inbuilt calendar:
- Choose the weeks to apply the schedule to within the period:
- All weeks by default,
- Alternatively, any specific week of each month, from first to last,
- Odd / even weeks only.
Note: the first week of the month is the week that contains the first day of the given month. The following weeks of the month are being numbered based on which week is considered first.
- Tick the working days you'd like to apply the schedule to,
- Set working hours within each working day with up to 15-minute precision,
6. Here, you can add multiple separate time blocks as working hours within one day.
This option can be used to create a complex work schedule, or just to set aside a fixed daily lunch break, for instance.
a) Next to the time fields for each workday, click on the icon,
b) An extra set of time fields will appear, where you can add an additional time range for the same working day,
c) Add as many extra sets as you need,
d) Click on the icon to delete any set of time fields if needed.
Here's how this would look in action:
7. Hit Save Schedule, and the schedule settings will be saved for the practitioner in the given role.
Note: you can create multiple schedules for the same applied period with different rules. For instance, for the same month, you can set long shifts for odd weeks, and shorter shifts for even weeks:
Note: if you set two overlapping time ranges in different schedules for the same practitioner role (e.g.: Monday 8AM to 10AM in one schedule, and Monday 9AM to 11AM in the other schedule) — they would be merged by the system into one neat 8AM to 11AM time range on the Calendar.
How to manage provider schedules
You can set up however many separate complex schedules for the each provider in each specific role.
All the schedules you've created will be listed in the Practitioner's profile > under the Practitioner Role you've added the schedule(s) to:
From that menu, you can:
- Review all existing schedules,
- See Active schedules that are currently applied in the Calendar,
- See Inactive ones that are past their applied period end date:
- Add a new schedule by clicking + Add Schedule,
- Edit an existing schedule by clicking the three-dot icon next to it:
- To deactivate a schedule, edit it, and set the applied period (Start Date and End Date) to past dates. The schedule will become inactive after saving the changes.
Finding free time slots for booking appointments improvement
We've improved a feature for finding free time slots that helps streamline the process of scheduling appointments.
It allows for quick and easy identification of the nearest available booking times for a particular service, department, or practitioner, which ensures efficient time management for a practice, minimizing gaps and maximizing booking opportunities.
How to search for a free time slot in the Calendar
To find an available booking time for a service rendered by the practice, click Free Time Slot button at the top right of the Calendar tab.
Follow the steps below to narrow the search, select an appropriate time slot, and book an appointment.
Search for a free time slot based on the services
In Step 1, you'll be asked to pick the desired service(s).
Browse through the list of all services rendered by the practice, or start typing the service name / service code to narrow the search:
- Search for services in any mode (default), or select the specific mode you need,
- Hover over the service and click the + button to select it.
Selected service(s) will appear in the right-side panel that summarizes your search settings with each step.
- Add multiple services to the search if needed,
- Remove any of the selected services by hovering over each and clicking the trash bin icon.
- Optionally, set custom duration for the selected service/set of services,
Note: the duration you set here won't be reflected in the appointment Bill or in the associated Claim you might create later. It only impacts the search setup and helps to find a suitable opening across the schedules. The appointment created in the Calendar will also take up as much time within the schedule as you allocate for it in this Custom Duration field.
Once you've picked the desired service(s), click Select Department.
Search for a free time slot in a preferred department
In Step 2, you'll be able to select a preferred department to narrow your search.
See the list of all departments in which the selected services are being rendered.
- By default, the search will run across all applicable departments,
- To select a specific department instead, hover over it and click the + button to select it.
Selected department(s) will appear in the right-side panel along with the selected services.
- Add multiple departments to the search if needed,
- Remove any of the selected departments by hovering over each and clicking the trash bin icon:
Once you've picked the preferred department(s), click Select Practitioners.
Search for a free time slot of a preferred practitioner
In Step 3, you can select a specific practitioner / role to customize the search.
See the list of all practitioners who render the selected services in the selected departments. Alternatively, search by practitioner name or role.
- By default, the search will run across all relevant practitioners,
- To select a specific one instead, hover over the practitioner and click the + button, and the practitioner will appear in the right-side panel under Services and Departments,
- Add multiple practitioners to the search if you like,
- Remove any of the selected practitioners by hovering over each and clicking the trash bin icon:
Review the details in the right-side panel to double-check the selected services, preferred departments and practitioners, then click Show Available Time Slots:
In Step 4, you'll be asked to choose a suitable free time slot.
- By default, you'll land on the current week. You can navigate between the weeks using the arrow buttons on both sides of it.
- If no available time slots show up anywhere near, you can use the Find Next Available Slot option. You'll automatically get to the nearest week with any booking options available.
Note: alternatively, you can always go Back to adjust some of the settings and broaden the search. For instance, default it to all departments and all practitioners in case urgency is the main criteria.
- Once you find a suitable time slot, click on it, and it will show up on the right-side panel.
- Click on another available time slot to change the selection.
Once you're happy with the selected time slot, click Create Appointment.
Create an appointment for the found time slot
If your search was set to all departments or all practitioners, it might happen that there are multiple options available for the same time slot.
In this case, before creating an appointment, the system will ask you to choose the final option from the list of available practitioners with their departments specified.
- Tick the preferred option and click Create Appointment:
And if there's only one option available, you'll need to confirm the selection to move forward to creating the appointment:
The system will create an appointment for the selected date and time:
- You'll need to specify the patient by either searching for the patient in the system, or adding a new patient on the go,
- The details specified during the search (services, department, practitioner) will be prefilled automatically.
Note: these details are still editable, but if you modify any of the pre-selected appointment settings after choosing the time slot, it might impact its availability.
Once you specify the patient, a Notification panel will appear on the right side, displaying important patient-related details, reminders, and alerts.
After clicking Create Appointment, you'll be directed to the relevant week on the Calendar, where the newly booked appointment will be visible in the practitioner's schedule:
Updated Patient Insurance information
We expanded Insurance information that you will be able to document for a patient.
How to add Copay/Coinsurance and Deductible amounts
Now you will be able to add Copay, Coinsurance and Deductible amounts while editing Insurance Information.
Simply go to a patient's profile, and under Insurance, choose the desired insurance policy:
Under More actions, hit Edit:
Enter the desired information, and hit Save:
How to add an Insurance plan
Now you can document the details related to the Insurance plan of your patient such as:
- Insurance Plan name,
- Insurance Plan company,
- Address of the Insurance Plan company (Street, City, State, Zip code, Phone).
Operations Log improvements
The Operations Log menu allows you to track and review the statuses and results of bulk and background operations you have initiated. It can be accessed by clicking on your username at the top right corner and going to Operations Log:
Reviewing bulk operation results
The Operation Result column has been added to the Operation Log table. Now you'll be able to review the detailed results of each bulk or background operation and the items involved in it. At a glance, you'll see if any further actions are necessary. Operation Results will show up for the operations in the Completed and Canceled statuses, and will indicate the following:
- Succeeded - the operation with the item(s) was completed successfully,
- Failed - the operation failed due to specific issues with individual items,
- System Error - the operation with the item(s) didn't succeed because of a system error,
- Canceled - the operation with the item(s) was canceled by the user.
If you have an operation with the Failed or System Error statuses, review the detailed log available upon clicking on the Operation ID in the left column:
And you'll see the reasons for each item's failure within that operation:
By clicking the Item number you will be navigated to the Item details.
Cancelling bulk operations
If you initiate multiple bulk operations in a row, they will get automatically queued to be performed by turn.
- The operations that have been completed will show up with the Processed status,
- The ones that are in progress at the moment will have the Processing status,
- The ones that await their turn in the queue will have the Scheduled status.
Both Scheduled and Processing operations can be canceled if you click on the Operation ID and hit Cancel at the top right:
The operation status will change to Canceled:
If you do that for an operation in the Processing status, part of the items from it might already be processed, which will be reflected in the Operation Results.
In this article, you'll learn about our updates to:
- EHR: Setting up provider schedules
- EHR: Finding free time slots for booking appointments
- RCM: Patient Insurance Information
- RCM: Operation log improvements
Setting up provider schedules
Remedly EHR allows you to set up highly customizable schedules for providers. This ensures that each provider's availability is reflected accurately on the Calendar, making it easy to book and manage the appointments.
Adding multiple schedules with their specific rules for the same period allows managing the availability without editing the single schedule back and forth.
How to create and customize provider schedules
Custom schedules can be added and managed for each specific role of each practitioner in the EHR:
1. Navigate to Settings > Practitioner Management:
2. Click on the name of the practitioner you'd like to manage:
3. Scroll down to the list of roles assigned to the practitioner, and click on the role you'd like to set up the schedule for:
4. In the Schedules tab, you'll see the existing schedules (if any), and the button to + Add Schedule:
5. Upon clicking +Add Schedule, you'll see a menu where you can set up and customize the schedule:
- Add a descriptive schedule name for your convenience,
- Set applied period by choosing the Start Date and End Date from the inbuilt calendar:
- Choose the weeks to apply the schedule to within the period:
- All weeks by default,
- Alternatively, any specific week of each month, from first to last,
- Odd / even weeks only.
Note: the first week of the month is the week that contains the first day of the given month. The following weeks of the month are being numbered based on which week is considered first.
- Tick the working days you'd like to apply the schedule to,
- Set working hours within each working day with up to 15-minute precision,
6. Here, you can add multiple separate time blocks as working hours within one day.
This option can be used to create a complex work schedule, or just to set aside a fixed daily lunch break, for instance.
a) Next to the time fields for each workday, click on the icon,
b) An extra set of time fields will appear, where you can add an additional time range for the same working day,
c) Add as many extra sets as you need,
d) Click on the icon to delete any set of time fields if needed.
Here's how this would look in action:
7. Hit Save Schedule, and the schedule settings will be saved for the practitioner in the given role.
Note: you can create multiple schedules for the same applied period with different rules. For instance, for the same month, you can set long shifts for odd weeks, and shorter shifts for even weeks:
Note: if you set two overlapping time ranges in different schedules for the same practitioner role (e.g.: Monday 8AM to 10AM in one schedule, and Monday 9AM to 11AM in the other schedule) — they would be merged by the system into one neat 8AM to 11AM time range on the Calendar.
How to manage provider schedules
You can set up however many separate complex schedules for the each provider in each specific role.
All the schedules you've created will be listed in the Practitioner's profile > under the Practitioner Role you've added the schedule(s) to:
From that menu, you can:
- Review all existing schedules,
- See Active schedules that are currently applied in the Calendar,
- See Inactive ones that are past their applied period end date:
- Add a new schedule by clicking + Add Schedule,
- Edit an existing schedule by clicking the three-dot icon next to it:
- To deactivate a schedule, edit it, and set the applied period (Start Date and End Date) to past dates. The schedule will become inactive after saving the changes.
Finding free time slots for booking appointments improvement
We've improved a feature for finding free time slots that helps streamline the process of scheduling appointments.
It allows for quick and easy identification of the nearest available booking times for a particular service, department, or practitioner, which ensures efficient time management for a practice, minimizing gaps and maximizing booking opportunities.
How to search for a free time slot in the Calendar
To find an available booking time for a service rendered by the practice, click Free Time Slot button at the top right of the Calendar tab.
Follow the steps below to narrow the search, select an appropriate time slot, and book an appointment.
Search for a free time slot based on the services
In Step 1, you'll be asked to pick the desired service(s).
Browse through the list of all services rendered by the practice, or start typing the service name / service code to narrow the search:
- Search for services in any mode (default), or select the specific mode you need,
- Hover over the service and click the + button to select it.
Selected service(s) will appear in the right-side panel that summarizes your search settings with each step.
- Add multiple services to the search if needed,
- Remove any of the selected services by hovering over each and clicking the trash bin icon.
- Optionally, set custom duration for the selected service/set of services,
Note: the duration you set here won't be reflected in the appointment Bill or in the associated Claim you might create later. It only impacts the search setup and helps to find a suitable opening across the schedules. The appointment created in the Calendar will also take up as much time within the schedule as you allocate for it in this Custom Duration field.
Once you've picked the desired service(s), click Select Department.
Search for a free time slot in a preferred department
In Step 2, you'll be able to select a preferred department to narrow your search.
See the list of all departments in which the selected services are being rendered.
- By default, the search will run across all applicable departments,
- To select a specific department instead, hover over it and click the + button to select it.
Selected department(s) will appear in the right-side panel along with the selected services.
- Add multiple departments to the search if needed,
- Remove any of the selected departments by hovering over each and clicking the trash bin icon:
Once you've picked the preferred department(s), click Select Practitioners.
Search for a free time slot of a preferred practitioner
In Step 3, you can select a specific practitioner / role to customize the search.
See the list of all practitioners who render the selected services in the selected departments. Alternatively, search by practitioner name or role.
- By default, the search will run across all relevant practitioners,
- To select a specific one instead, hover over the practitioner and click the + button, and the practitioner will appear in the right-side panel under Services and Departments,
- Add multiple practitioners to the search if you like,
- Remove any of the selected practitioners by hovering over each and clicking the trash bin icon:
Review the details in the right-side panel to double-check the selected services, preferred departments and practitioners, then click Show Available Time Slots:
In Step 4, you'll be asked to choose a suitable free time slot.
- By default, you'll land on the current week. You can navigate between the weeks using the arrow buttons on both sides of it.
- If no available time slots show up anywhere near, you can use the Find Next Available Slot option. You'll automatically get to the nearest week with any booking options available.
Note: alternatively, you can always go Back to adjust some of the settings and broaden the search. For instance, default it to all departments and all practitioners in case urgency is the main criteria.
- Once you find a suitable time slot, click on it, and it will show up on the right-side panel.
- Click on another available time slot to change the selection.
Once you're happy with the selected time slot, click Create Appointment.
Create an appointment for the found time slot
If your search was set to all departments or all practitioners, it might happen that there are multiple options available for the same time slot.
In this case, before creating an appointment, the system will ask you to choose the final option from the list of available practitioners with their departments specified.
- Tick the preferred option and click Create Appointment:
And if there's only one option available, you'll need to confirm the selection to move forward to creating the appointment:
The system will create an appointment for the selected date and time:
- You'll need to specify the patient by either searching for the patient in the system, or adding a new patient on the go,
- The details specified during the search (services, department, practitioner) will be prefilled automatically.
Note: these details are still editable, but if you modify any of the pre-selected appointment settings after choosing the time slot, it might impact its availability.
Once you specify the patient, a Notification panel will appear on the right side, displaying important patient-related details, reminders, and alerts.
After clicking Create Appointment, you'll be directed to the relevant week on the Calendar, where the newly booked appointment will be visible in the practitioner's schedule:
Updated Patient Insurance information
We expanded Insurance information that you will be able to document for a patient.
How to add Copay/Coinsurance and Deductible amounts
Now you will be able to add Copay, Coinsurance and Deductible amounts while editing Insurance Information.
Simply go to a patient's profile, and under Insurance, choose the desired insurance policy:
Under More actions, hit Edit:
Enter the desired information, and hit Save:
How to add an Insurance plan
Now you can document the details related to the Insurance plan of your patient such as:
- Insurance Plan name,
- Insurance Plan company,
- Address of the Insurance Plan company (Street, City, State, Zip code, Phone).
Operations Log improvements
The Operations Log menu allows you to track and review the statuses and results of bulk and background operations you have initiated. It can be accessed by clicking on your username at the top right corner and going to Operations Log:
Reviewing bulk operation results
The Operation Result column has been added to the Operation Log table. Now you'll be able to review the detailed results of each bulk or background operation and the items involved in it. At a glance, you'll see if any further actions are necessary. Operation Results will show up for the operations in the Completed and Canceled statuses, and will indicate the following:
- Succeeded - the operation with the item(s) was completed successfully,
- Failed - the operation failed due to specific issues with individual items,
- System Error - the operation with the item(s) didn't succeed because of a system error,
- Canceled - the operation with the item(s) was canceled by the user.
If you have an operation with the Failed or System Error statuses, review the detailed log available upon clicking on the Operation ID in the left column:
And you'll see the reasons for each item's failure within that operation:
By clicking the Item number you will be navigated to the Item details.
Cancelling bulk operations
If you initiate multiple bulk operations in a row, they will get automatically queued to be performed by turn.
- The operations that have been completed will show up with the Processed status,
- The ones that are in progress at the moment will have the Processing status,
- The ones that await their turn in the queue will have the Scheduled status.
Both Scheduled and Processing operations can be canceled if you click on the Operation ID and hit Cancel at the top right:
The operation status will change to Canceled:
If you do that for an operation in the Processing status, part of the items from it might already be processed, which will be reflected in the Operation Results.
Comments
0 comments
Please sign in to leave a comment.