1. 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”.

5. Epic Quick Appointment Scheduling
Note: the “Skip Full Days” checkbox is automatically checked for you. If the provider’s schedule is full for the date selected, Epic will display the next available schedule. Note the date displayed, and reselect the date or provider as needed.

6. Epic Quick Appointment Scheduling
When scheduling an appointment for a patient and the patient already has an appointment scheduled that day, a pop up will appear noting the appointment and a red box appears at the top of the schedule indicating Patient has appt. In full appointment entry, a red box labeled Legend will display. If you hover over the red box, it will display the message that Patient has Appts. The schedule will have a red display during the time of the other appointments.

7. Epic Quick Appointment Scheduling
Consideration: Walk In appointments will be discussed in The Advanced Scheduling CBT, Lesson 9b. The Quick appointment 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.

8. 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.

9. 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.