Quickly learn how to use some of Clinic to Cloud's essential functions through the use of Shortcuts to get through a little easier.
You will be able to learn the following shortcuts in this article:
- Create an Appointment
- Add New Patient when Booking an Appointment
- Reschedule Appointment using the Suggest Button
- Click and Drag to Adjust Appointment Time
- Find an Appointment
- Quick Access to the Patient Profile
- Filter Patient's Clinical Journey
- Adjust Doctor Order on Scheduler
- Check all Appointments have been Invoiced
- Preview Invoice/Fee Estimate History
- Quick Add with Plus Buttons
|Create an Appointment|
Double Click on the Scheduler to Create an Appointment and have Start and End Date/Time, Doctor and Location fields auto-filled:
|Add New Patient when Booking an Appointment|
Double Click on the Scheduler to Create an Appointment > Click the Plus Button next to Patients:
|Reschedule Appointment using the Suggest Button|
Edit the existing appointment and click Suggest to filter through the Scheduler's availability:
|Click and Drag to Adjust Appointment Time|
Left-click and hold once on appointment drag into another time-slot or hover the mouse over the top/bottom of the appointment to reduce or extend appointment time:
|Find an Appointment|
Click the Appointment History button to locate a patient's appointment.
|Quick Access to the Patient Profile|
For Admins: Double click on the patient's appointment to view their patient profile.
For Clinicians: Click Demographics button to view the patient's profile of your choice.
|Filter Patient's Clinical Journey|
For Admins: Click Clinical File button to view and filter the patient's clinical file.
Note: This is the best way to find documents, letters and more to view and/or print.
For Clinicians: Double click on the patient's appointment to view their clinical file.
|Adjust Doctor Order on Schedule|
Click the Filter icon to click and drag doctor names.
|Check all Appointments have been Invoiced|
Go to Reports > General Reports to select and filter the Uninvoiced Appointments report.
|Preview Invoice/Fee Estimate History|
Click Invoice and/or Fee Estimate History to find past patient invoices.
|Quick Add with Plus Buttons|
Click Plus Buttons to make use of the Quick Add function throughout the platform.