Using Scheduling

Templates to Your

Advantage

Presented by Kylie Mills

Ortho Northeast

Ortho Northeast

An Orthopedic practice founded in 1962

12 locations throughout northeast Indiana

26 physicians, 7 anesthesiologists, 13 CRNAs, 24

mid-levels, 14 PT/OT

This might be how you feel when

hearing the words “Schedule

Template”…...But……

….I am here to help you take full

advantage of the tools that are

at your fingertips. So you have

more time for….

Patients

Physician & Staff

Objective 1 - Review the basics of building

Centricity Schedule Templates

Objective 2 – Gain understanding of how

templates and schedules can be used to save

time later

Objective 3 – See 3-5 tools that can reduce

scheduling errors and help mid to large size

practices keep track of staff and providers

Limit Appointment Types

We limited the amount of appointment types we have

We limited each provider to 15 minute appointment time intervals to

cut back on confusion and scheduling errors

Created appointment called “Day Clinic” and only schedulers are

allowed to use this spot within 24 hours.

Helps with last minute/emergent add on patients

Templates

• Symbols

• Date

• Other options:

• Day of the

week and

time frame

using the

templates

• When to

“inactivate”

Daily Limit: Appointment

Type and Financial Class

Manual Template Changes

BeforeAfter

Resource Appointment vs.

Block Out Appointment

• You can report on Block out

Appointments

• You cannot report on Resource

Appointments

• We use Resource appointments

as this pulls thru to our physicians

calendars

Physicians Calendar (viewable on their phones)

On Call

Schedule

On Call Calendar

• Do you have multiple facilities?

• Do you have rooms to count?

• Do you have physicians wanting to sign in

last minute?

We have those same issues daily and we

created a report to give us a view of the

whole week where each provider is and how

many rooms are avail at each location.

Tracking Issues?

“Who’s Where” Report

“Who’s Where” Room Count

Tracking Early/Late Clinics

Late Clinic Calendar

Mid-Level Templates

Mid-Level Float Schedule

More Mid-level Float Schedules

Tips

List viewenables you to view past

schedules

“Coloring” Preparation for Appointments

Auto - Coloring

Appointment Status for Staff Scheduling

X-ray and

PACS based

on appt type

• Based on observations from the EMR, with several built in

filters the appt type is automatically changed to “x-ray” so

when the patient arrives, the x-ray staff are alerted thru auto

flags in the EMR that the patient needs an x-ray prior to

seeing the physician.

• The EMR flag helps generate the PACS demographics.

Triage Scheduling Form

Pop ups in the Triage form that help staff

schedule correctly in Centricity PM

Contact Information:

Kylie Mills

Kmills@orthone.com

Hopefully you feel a

little more like this…….