1. Epic Quick Appointment Scheduling
Lesson 4
Epic Quick Appointment Scheduling

2. Epic Quick Appointment Scheduling
In this lesson you will learn to:
Make a Quick Appointment

3. Epic Quick Appointment Scheduling
The Quick Appointment feature allows you to quickly schedule a basic appointment for a patient. You can use this option to schedule a single appointment for a single patient, with one provider and one visit type.
At the patient’s appointment desk, click on the Quick Appt button on the activity toolbar.

4. Epic Quick Appointment Scheduling
Enter the visit type and Provider. Double clicking the appointment slot will automatically enter the Time & Length at the bottom of the screen. Type in your appointment notes and click “Schedule”.
Note: appointment notes may be required for some departments.

5. Epic Quick Appointment Scheduling
When scheduling a patient, a red box will appear if there is an appointment scheduled for the same day at your office or another CHKD practice.
The schedule will have a red display during the time of the other appointment(s).

6. Epic Quick Appointment Scheduling
Consideration:
Walk In appointments will be discussed in the Epic Advanced Scheduling CBT, Lesson 9b.
The Quick Appt button does not bring up the Check In window automatically. The Walk In option combines appointment scheduling and check in within the same process.
We recommend using the Walk In button on the patient’s activity toolbar instead of Quick Appt for those patients being checked in as Walk In patients.
Check with your practice policy on how to handle Walk Ins.
Vs.

7. Epic Quick Appointment Scheduling
The Account Selection window will appear for review while you are speaking with the parent. Click Continue to move to the Appointment Review Window.

8. Epic Quick Appointment Scheduling
After clicking the Accept button on the Appointment Review Window, the regular pathway to appointment creation is followed.
Update the patient’s information as needed, and be sure that you have a current telephone number!
Click Accept to complete the Quick Appointment scheduling process.

9. Click on the clock to advance to Lesson 5.
End of Lesson 4
Click on the clock to advance to Lesson 5.