Guardian Medical Direction EMR - Scheduling

Modified on Wed, 25 Sep at 3:38 PM

GMD EMR - Scheduling appointments

This document provides an overview of your EMR scheduling feature. To start booking appointments, you must configure the 3 following sections. You cannot successfully schedule an appointment without all three.

Location (Portal Setup)
Staff (Portal Setup)
Services (Below)

Create Service Types

Service Types are the appointments you want to make available. Navigate to Scheduling from your settings.

Service Details
- Give your service type a unique name.
- Choose Appointment from the type drop-down.
  - Future development, adding in-person and telehealth as an option.
- If you would like a resource to always be associated with this appointment type, add it here.
  - For example, if you always put sick appointments in the same room or if you require certain equipment to be checked out in advance.
- Add the staff that can service this type of appointment. Choose 1 or multiple individuals.
- Lastly, check the Default Service button, This is being removed with future development but for now it is required.

Booking Time & Limits
- Service Duration: The amount of time intended to spend with the Patient
  - If variable, check the variable duration button and choose a minimum and maximum timeframe. This will allow the booker to choose a timeframe in between.
- Booking Limit: This lets you choose the maximum number of this type of appointment that can be booked in a day.
- Booking Interval: Sets the times at which appointments can be offered
  - Eg: If set to 15 mins, appointments will be offered at 9:00, 9:15, 9:30, etc.
- Padding: This is the time added to each appointment to prepare for or travel to the next appointment.

Availability: Define the days & times of the week this service is available.
Block Dates & Times: Block entire days or times that this service will not be available.
- One-time, daily, weekly, or monthly.

Review, edit or publish! You must publish the appointment so it is available in the appointments tab.

Book a New Appointment

Schedule a new appointment by selecting the Appointments tab on the left navigation pane:
- Scheduling an appointment automatically syncs to your provider calendar.
Filter available services by Service Name/Type, Location and or Provider.

Choose a provider to display the provider's availability.

To choose an existing patient, use the simple search bar or the list many icon to search by a specific field.

To add a patient, choose the Add New Patient Button and follow the prompts to add patient information, insurance information and a description.

Once the appointment has been scheduled, you can view it from the appointments tab.
- Appointments are organized by date, with upcoming appointments listed at the bottom.
- From the appointments in the left navigation panel, appointments list: Provider, Patient, Date and Time, Duration, Location and Status.
- Appointment status indicates "Booked" or "Canceled"

If you have any questions or need further assistance, feel free to reach out to us anytime. We're here to help!