Manage Patient Appointment
  • 22 Oct 2021
  • 4 Minutes to read
  • Contributors
  • Dark
    Light
  • PDF

Manage Patient Appointment

  • Dark
    Light
  • PDF

Article Summary

As General Manager & Manager (Clinic) you can easily manage the approval of patient requested appointment. It is all located on iSmartOfficeTM Clinic Mobile home screen. All upcoming patient requested appointments will be listed under the Clinic tab on iSmartOfficeTM Clinic Mobile home screen.


Understanding Appointment Status

iSmartOfficeTM Clinic Mobile divides patient appointments into 5 status: Requested, Accepted, Confirmed, Completed, and Declined/Canceled appointment. Only the Requested appointment will be listed under the Clinic tab on iSmartOfficeTM Clinic Mobile home screen.

Requested Appointment

1. Clinic will receive a notification on their iSmartOfficeTM Clinic Mobile every time patients request a new appointment. The clinic will also receive a notification email for this
2. on their Requested appointment is an appointment that has been requested by the patient using iSmartOfficeTM Patient web & mobile apps
3. It will be listed under the Clinic tab on iSmartOfficeTM Clinic Mobile home screen and represented as a green checklist icon
4. Requested appointments will be listed as grouped based on the clinic. The number of new requested appointment will be shown on the list
5. Clinic need to respond to the requested appointment request

Accepted Appointment

An accepted appointment is a requested appointment that has been accepted by the clinic. iSmartOfficeTM Clinic Mobile will send notification emails to patients and clinics. It won't be listed on iSmartOfficeTM Clinic Mobile.

Confirmed Appointment

1. At the appointment time, the clinic will confirm patient arrival
2. Clinic will ask the patient to show the Appointment QR Code from the patient's iSmartOfficeTM Patient Mobile. The clinic will scan the QR Code to confirm patient arrival
3. Confirmed Appointment will not be listed on iSmartOfficeTM Clinic Mobile

Completed Appointment

The completed appointment is a confirmed appointment that has been completed by the clinic. The appointment has been completed. It won't be listed on iSmartOfficeTM Clinic Mobile

Declined/Canceled Appointment

1. There are several possibilities appointment is Declined/Canceled
2. Clinic can manually decline the Requested appointment. iSmartOfficeTM Clinic Mobile will send a notification email to the patient and clinic
3. Patient can cancel Requested & Accepted appointment using their iSmartOfficeTM Patient Web & Mobile apps. This will send a notification email to the clinic and patient
4. Declined/Canceled appointment won't be listed on iSmartOfficeTM Clinic Mobile

Accept/Decline Requested Appointment

1. Clinic will receive a notification on their iSmartOfficeTM Clinic Mobile every time patients request a new appointment. The clinic will also receive a notification email for this
2. Check the requested appointment under the Clinic tab on iSmartOfficeTM Clinic Mobile home screen
3. Tap on the blue arrow icon next to the requested appointment to open the list of the requested patient based on the clinic
4. All patient requested appointment will be listed on the Clinic Appointment screen
5. Patient name, schedule, and procedure information is available on each patient requested appointment

6. Tap on the (i) icon to open the additional information screen
7. There is a patient attendance statistic shown on the screen
8. Tap on the grey arrow next to Insurance Info to collapse the view about patient insurance information
9. Tap the red (x) icon to close the screen and go back to the previous screen

10. Back to Clinic Appointment screen, tap on the red (x) icon to decline the requested appointment. It will send a notification email to the patient and clinic
11. Tap on the green checklist icon to accept the requested appointment. It will send a notification email to the patient and clinic

12. Accepted and Declined appointment won't be listed on iSmartOfficeTM Clinic Mobile
13. Please go to iSmartOfficeTM Clinic Web to check them all under the Dashboard page

Confirm Patient Attendance

1. After receiving appointment acceptance, the patient will come to the clinic at the appointment time. The clinic need to confirm patient attendance
2. Patient will show clinic front desk their QR Code of their accepted appointment
3. iSmartOfficeTM Clinic Mobile provides QR Code reader using a clinic camera device
4. Tap on the QR code icon on the top left of iSmartOfficeTM Clinic Mobile home screen to read the QR Code from the patient
5. Below is the requested appointment QR code sample to be read by iSmartOfficeTM Clinic Mobile

6. Below is Appointment Detail of the QR code scanning result
7. On the Appointment Detail screen, tap the Back button to back to the previous screen
8. Tap the Check-In button to confirm patient attendance
9. Confirm patient attendance process is complete


Validate Patient Best Deal

1. After purchasing the best deal, the patient will bring their purchase receipt at the appointment time. There are 2 type of purchased best deal receipt in iSmartOfficeTM: Printed Receipt from iSmartOfficeTM Patient Web & Digital Receipt from iSmartOfficeTM Patient mobile QR Code
2. Clinic need to validate the QR Code using their iSmartOfficeTM Clinic Mobile
3. Patient will show the clinic front desk the receipt on the appointment time
4. iSmartOfficeTM Clinic Mobile provides QR Code reader using the clinic device camera
5. Tap on the QR code icon on the top left of iSmartOfficeTM Clinic Mobile homescreen to read the QR Code from the patient
6. Below is a sample of digital receipt from iSmartOfficeTM Patient Mobile to be read by iSmartOfficeTM Clinic Mobile


7. Below is the Purchased Best Deal Receipt detail of QR code scanning result

8. On the Purchased Best Deal detail screen, tap the Back button to back to the previous screen
9. Tap the Use Deals button to use the deal for appointment in progress