1. Lesson 9: Epic Appointment Scheduling Patient Preferences
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2. Epic Appointment Scheduling Patient Preferences
In this lesson you will learn to:
─ Access the Patient Preference window
─ Make selections within the Patient Preference window
─ Identify if the patient has a preference
─ Temporarily turn the preference off
─ Permanently turn the preference off

3. Epic Appointment Scheduling Patient Preferences
Epic allows you to access the Patient Preferences window from the Patient Options menu when scheduling an appointment or from the Activity toolbar in patient registration.
You can use this window to define a patient’s scheduling and notification preferences. You can also edit or delete any existing preferences on this window.

4. Epic Appointment Scheduling Patient Preferences
Patient Preferences Window
Locations: Locations where the patient prefers to be seen
Provider’s Sex: Preferred provider sex.
Language: Preferred language of the provider other than English.
Note: To permanently turn off preferences, remove the above entries.

5. Epic Appointment Scheduling Patient Preferences
Days of the Week: Days of the week that the patient prefers to schedule appointments.
Time of Day: Specific times when the patient prefers to schedule appointments.
Provider Assignments/Appointment Notification/ Updates and Quick Reminders and Other Communication are not in use at CHKD at this time..

6. Epic Appointment Scheduling Patient Preferences
When patient preferences are active, you can see them on the Make Appt window when you are scheduling an appointment. At times, it may be necessary to temporarily turn off patient preferences to schedule another provider who does not fit the preference.

7. Epic Appointment Scheduling Patient Preferences
To temporarily turn off patient preferences, you simply click on the check box displayed on the Make Appt screen to remove the check mark.

8. Epic Appointment Scheduling Patient Preferences
If you leave the preferences turned on and attempt to schedule with a provider who does not fit the preferences, this message will appear.

9. Epic Appointment Scheduling Patient Preferences
To remove the message click OK. To find which provider does fit this description, click to see the list of Providers/Resources . Those not grayed out are available for selection.

10. Epic Appointment Scheduling Patient Preferences
Remember, if this provider is not available and the parent agrees to see any other provider you can temporarily remove the preference by removing the check mark within the prefer provider checkbox.

11. Epic Appointment Scheduling Patient Preferences
Click the image below to complete the Epic Basic Scheduling CBT.