DAY 2 Managing Appointments

DAY 2 Managing Appointments ACCURO
1. Enter the following patients into the EMR. Use the same PHN for all the patients.
Surname last name First name Samantha Alias Sam

DOB Feb 11,1976 Sex F Title Ms.
Address 4381 Postal code ABT1Y2M3 Email
Crescent NE
Calgary
Home# 403-356-8726 Prov AB Mobile #
Next of kin : Stephen Insurer Gov Comments Latex allergy
Surname last name First name Roberta Alias

DOB Feb 12,1986 Sex F Title Mrs.
Address 43Rundlelawn Postal code ABT1Y3N4 Email
Drive NE
Home# 403-286-8392 Prov/City AB Calgary Mobile #
Next of kin : Insurer PP Comments Invalid PHN
Surname last name First name Stephen Alias

DOB Mar 20,1981 Sex M Title Mr.
Address 17th 4th Postal code T2Y5D4 Email
Ave SE
Home# 403-856-3726 Prov Calgary AB Mobile # 5879347824
Next of kin : Sam- sister Insurer Gov Comments
Surname last name First name Marie Alias May

DOB Apr 16,1984 Sex F Title Mrs.
Address 58 10th St SE Postal code T2M7B2 Email Marime@gmail.com
Home# 403-905- Prov Calgary Mobile #
3785 AB
Next of kin : Julien- Insurer Gov Comments Needs interpreter
spouse
Surname last name First name Julien Alias

DOB May 7,1979 Sex M Title Mr.
Address 52 Mckenzie Postal code T2S4M0 Email
Drive SE Calg
Home# 403-274-9231 Prov AB Mobile # 5872938567
Next of kin : May- wife Insurer Gov Comments Hearing
impaired
Surname last name First name Julianne Alias
DOB May 12,1987 Sex F Title Ms.
Address 724 BriarCove Postal code T2Z5N5 Email
SE Calgary AB
Next of kin : Insurer Gov Comments
Surname last name First name Harry Alias

DOB July 20,1978 Sex M Title Mr.
Address 4621 Postal code T2B3D7 Email
Whitehorn
Drive NE Calg
Next of kin : Belle- Insurer Gov Comments
Daughter
Surname last name First name Jenny Alias

DOB Aug 4,1998 Sex F Title Ms.
Address 45 Radison Postal code T2N 1N4 Email
Drive NE Calg
Surname last name First name Anabelle Alias Belle

DOB Sep 22, 2012 Sex F Title Ms.
Address 34 Oakridge Postal code T4S 1R4 Email
Drive SW Calg
Next of kin : Harry-Dad Insurer Gov Comments Epileptic
Surname last name First name Percy Alias

DOB Oct 15, 2010 Sex M Title Mr.
Address 38 Countryhill Postal code T3J7J3 Email
Drive NW
Next of kin : Lenny- Twin Insurer Gov Comments
sister
Surname last name First name Lenny Alias
DOB Oct 15, 2010 Sex F Title Ms.
Address 38 Countryhill Postal code T3J7J3 Email
Drive NW Calg
Next of kin : Percy- twin Insurer Gov Comments
brother
Surname last name First name Donald Alias Don

DOB Nov 20, 1968 Sex M Title Mr.
Address 23 River Postal code T1M5T1 Email
Drive NE
Calgary
Surname last name First name Daizy Alias

DOB Dec 2,1964 Sex F Title Mrs.
Address 165 Postal code T1L5B0 Email
Beddington
Road NW Calg
Next of kin : Insurer PP-patient Comments Tourist
demographics
but also for
scheduling
Surname last name First name Matthew Alias

DOB Jan 2, 1988 Sex M Title Mr.
Address 43 Ranchlands Postal code T2M 6T4 Email
Cres. NW Calg
Manage patient’s relationships if necessary.
2. Book the following Patients and then print off the day sheet. TRIAGE 1st submission
document or screenshot User Guide (optimedsoftware.com)
Patient Reason
Samantha Rx Refill
Roberta Routine PN
Stephen Asthma
Marie Rx refill
Julien Stuffy nose
Julianne Knee pain
Harry Complete Physical CPx
Jenny Stomach ache

Anabelle Check weight
Percy Backache
Leny Burning upon urination
Donald Drivers Medical
Daizy Pap test
Matthew Anxiety is getting worse- Counseling
3. Make the following changes to your schedule and print the amended day sheet.
User Guide (optimedsoftware.com)
a. Jenny rescheduled her appointment to another day

b. Percy and Leny wants to be booked on same time slot. Group appointment
c. Samantha wants to change her appointment time in the afternoon after 2 pm.
d. Anabelle was a NO show
e. Marie cancelled appointment due to work schedule.
f. Book an appointment for pharma rep at 2:30 for 30 minutes.
Steps to Create a Group Appointment
1. Go to the Scheduler section of Accuro

2. Click on the time slot where you want the appointment
3. Right click and select "Create Group Appointment"
4. Fill in the details in the group appointment details screen
5. Click Ok.

DAY 2 Managing Appointments

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DAY 2 Managing Appointments ACCURO

Surname last name First name Samantha Alias Sam

Surname last name First name Roberta Alias

Surname last name First name Stephen Alias

Surname last name First name Marie Alias May

Surname last name First name Julien Alias

Surname last name First name Harry Alias

Surname last name First name Jenny Alias

Surname last name First name Anabelle Alias Belle

Surname last name First name Percy Alias

Surname last name First name Donald Alias Don

Surname last name First name Daizy Alias

Surname last name First name Matthew Alias

Jenny Stomach ache

a. Jenny rescheduled her appointment to another day

Steps to Create a Group Appointment

1. Go to the Scheduler section of Accuro

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