The Appointment table can be used to see your upcoming appointments, or as a list to verify if a patient is eligible for his/her insurance, see what the copays will be and, by using filters, can be used as a worklist to determine which patients still need estimates.
Setting up your appointment view can be done in a variety of ways. Choosing filters to break up the work into simple views is a good place to start. Setting up your view to filter only the appointment types that you are generally creating estimates for is a best practice we recommend. In this example, we are sorting the appointments by appointment type and by the provider.
Appointment By Appointment Type
Click on Estimates
Click on Appointments
Choose the date range for working appointments
Add filters to your list to narrow it down into a manageable worklist
we are filtering by the provider and by appointment type for my view
Click on Select
Select the providers you want to filter for
Click on Add filter
Click on Appointment Types
Select the dropdown
Choose the appointment type
Click on Create new view
Type in "My List"
Click on Save
I have now saved a view I can come back to that will update with the selected filter options as new appointments load into Rivet.
The Appointment table offers a comprehensive overview of upcoming appointments and serves as a valuable tool for verifying patient eligibility and determining copays. By utilizing filters and customizing views to focus on specific appointment types, you can efficiently manage workflow’s and prioritize patients needing estimates. This approach streamlines processes and enhances productivity.
If you have any additional questions about appointment views feel free to chat in or email at support@rivethealth.com.
Suggested Next article - Appointments in Rivet