{"id":118,"date":"2024-05-07T22:32:26","date_gmt":"2024-05-08T03:32:26","guid":{"rendered":"https:\/\/help2.ismartoffice.ai\/?post_type=docs&p=118"},"modified":"2024-05-28T04:23:59","modified_gmt":"2024-05-28T09:23:59","password":"","slug":"manage-patient-appointment","status":"publish","type":"docs","link":"https:\/\/help.ismartoffice.ai\/?docs=manage-patient-appointment","title":{"rendered":"Manage Patient Appointment"},"content":{"rendered":"\n
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As General Manager & Manager (Clinic) you can easily manage the approval of patient requested appointment. It is all located on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile home screen. All upcoming patient requested appointments will be listed under the Clinic tab on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile home screen.<\/p>\n\n\n\n

Understanding Appointment Status<\/h2>\n\n\n\n

iSmartOffice\u2122\u00a0Clinic\u00a0Mobile 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\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile home screen.<\/p>\n\n\n\n

Requested Appointment<\/h3>\n\n\n\n

1. Clinic will receive a notification on their\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile 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 iSmartOffice\u2122\u00a0Patient web & mobile apps
3. It will be listed under the Clinic tab on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile 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<\/p>\n\n\n\n

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Accepted Appointment<\/h3>\n\n\n\n

An accepted appointment is a requested appointment that has been accepted by the clinic.\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile will send notification emails to patients and clinics. It won’t be listed on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile.<\/p>\n\n\n\n

Confirmed Appointment<\/h3>\n\n\n\n

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 iSmartOffice\u2122\u00a0Patient Mobile. The clinic will scan the QR Code to confirm patient arrival
3. Confirmed Appointment will not be listed on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile<\/p>\n\n\n\n

Completed Appointment<\/h3>\n\n\n\n

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\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile<\/p>\n\n\n\n

Declined\/Canceled Appointment<\/h3>\n\n\n\n

1. There are several possibilities appointment is Declined\/Canceled
2. Clinic can manually decline the Requested appointment.\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile will send a notification email to the patient and clinic
3. Patient can cancel Requested & Accepted appointment using their iSmartOffice\u2122\u00a0Patient Web & Mobile apps. This will send a notification email to the clinic and patient
4. Declined\/Canceled appointment won’t be listed on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile<\/p>\n\n\n\n

Accept\/Decline Requested Appointment<\/h2>\n\n\n\n

1. Clinic will receive a notification on their\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile 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\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile home screen<\/p>\n\n\n\n

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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<\/p>\n\n\n\n

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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<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

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<\/p>\n\n\n\n

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12. Accepted and Declined appointment won’t be listed on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile
13. Please go to iSmartOffice\u2122\u00a0Clinic Web to check them all under the Dashboard page<\/p>\n\n\n\n

Confirm Patient Attendance<\/h2>\n\n\n\n

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.\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile provides QR Code reader using a clinic camera device
4. Tap on the QR code icon on the top left of\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile home screen to read the QR Code from the patient
5. Below is the requested appointment QR code sample to be read by\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

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<\/p>\n\n\n\n

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9. Confirm patient attendance process is complete<\/p>\n\n\n\n


Validate Patient Best Deal<\/h2>\n\n\n\n

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 iSmartOffice\u2122: Printed Receipt from iSmartOffice\u2122\u00a0Patient Web & Digital Receipt from iSmartOffice\u2122\u00a0Patient mobile QR Code
2. Clinic need to validate the QR Code using their\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile
3. Patient will show the clinic front desk the receipt on the appointment time
4.\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile provides QR Code reader using the clinic device camera
5. Tap on the QR code icon on the top left of\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile\u00a0homescreen\u00a0to read the QR Code from the patient
6.\u00a0Below is a sample of digital receipt from iSmartOffice\u2122\u00a0Patient Mobile to be read by\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

7. Below is the Purchased Best Deal Receipt detail of QR code scanning result<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

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<\/p>\n","protected":false},"excerpt":{"rendered":"

As General Manager & Manager (Clinic) you can easily manage the approval of patient requested appointment. It is all located on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile home screen. All upcoming patient requested appointments will be listed under the Clinic tab on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile home screen. Understanding Appointment Status iSmartOffice\u2122\u00a0Clinic\u00a0Mobile 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\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile home screen. Requested Appointment 1. Clinic will receive a notification on their\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile every time patients request a new appointment. The clinic will also receive a notification email for this2. on their Requested appointment is an appointment that has been requested by the patient using iSmartOffice\u2122\u00a0Patient web & mobile apps3. It will be listed under the Clinic tab on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile home screen and represented as a green checklist icon4. Requested appointments will be listed as grouped based on the clinic. The number of new requested appointment will be shown on the list5. 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.\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile will send notification emails to patients and clinics. It won’t be listed on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile. Confirmed Appointment 1. At the appointment time, the clinic will confirm patient arrival2. Clinic will ask the patient to show the Appointment QR Code from the patient’s iSmartOffice\u2122\u00a0Patient Mobile. The clinic will scan the QR Code to confirm patient arrival3. Confirmed Appointment will not be listed on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile 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\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile Declined\/Canceled Appointment 1. There are several possibilities appointment is Declined\/Canceled2. Clinic can manually decline the Requested appointment.\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile will send a notification email to the patient and clinic3. Patient can cancel Requested & Accepted appointment using their iSmartOffice\u2122\u00a0Patient Web & Mobile apps. This will send a notification email to the clinic and patient4. Declined\/Canceled appointment won’t be listed on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile Accept\/Decline Requested Appointment 1. Clinic will receive a notification on their\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile every time patients request a new appointment. The clinic will also receive a notification email for this2. Check the requested appointment under the Clinic tab on\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile 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 clinic4. All patient requested appointment will be listed on the Clinic Appointment screen5. Patient name, schedule, and procedure information is available on each patient requested appointment 6. Tap on the (i) icon to open the additional information screen7. There is a patient attendance statistic shown on the screen8. Tap on the grey arrow next to Insurance Info to collapse the view about patient insurance information9. 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 clinic11. 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\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile13. Please go to iSmartOffice\u2122\u00a0Clinic 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 attendance2. Patient will show clinic front desk their QR Code of their accepted appointment3.\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile provides QR Code reader using a clinic camera device4. Tap on the QR code icon on the top left of\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile home screen to read the QR Code from the patient5. Below is the requested appointment QR code sample to be read by\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile 6. Below is Appointment Detail of the QR code scanning result7. On the Appointment Detail screen, tap the Back button to back to the previous screen8. 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 iSmartOffice\u2122: Printed Receipt from iSmartOffice\u2122\u00a0Patient Web & Digital Receipt from iSmartOffice\u2122\u00a0Patient mobile QR Code2. Clinic need to validate the QR Code using their\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile3. Patient will show the clinic front desk the receipt on the appointment time4.\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile provides QR Code reader using the clinic device camera5. Tap on the QR code icon on the top left of\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile\u00a0homescreen\u00a0to read the QR Code from the patient6.\u00a0Below is a sample of digital receipt from iSmartOffice\u2122\u00a0Patient Mobile to be read by\u00a0iSmartOffice\u2122\u00a0Clinic\u00a0Mobile 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 screen9. Tap the Use Deals button to use the deal for appointment in progress<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[12],"doc_tag":[],"class_list":["post-118","docs","type-docs","status-publish","hentry","doc_category-clinic-mobile","entry"],"year_month":"2026-04","word_count":879,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"administrator","author_nicename":"administrator","author_url":"https:\/\/help.ismartoffice.ai\/?author=1"},"doc_category_info":[{"term_name":"iSmartOffice\u2122 Clinic Mobile","term_url":"https:\/\/help.ismartoffice.ai\/?doc_category=clinic-mobile"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/118","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=118"}],"version-history":[{"count":3,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/118\/revisions"}],"predecessor-version":[{"id":729,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=\/wp\/v2\/docs\/118\/revisions\/729"}],"wp:attachment":[{"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=118"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=118"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/help.ismartoffice.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=118"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}