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4?Schedule Appointment and Prepare Appointment Reminder Letter for Amma PatelObjectives??Search for a patient record.??Create an Appointment Reminder letter.??Compose professional communication.OverviewAmma Patel is calling the Walden-Martin office to schedule a post-operative follow-up appointment with Dr. Walden in 3 weeks. Thursday mornings work well for her and the appointment should last 30 minutes. It is Walden-Martin policy to send appointment reminder letters to patients. Schedule the appointment and prepare an Appointment Reminder letter for Amma petencies??Compose professional correspondence utilizing electronic technology, CAAHEP V.P-8, ABHES 7-g, 7-h??Utilize Electronic Medical Records (EMR) and Practice Management Systems, CAAHEP VI.P-6, ABHES 7-b??Input patient data utilizing a practice management system, CAAHEP VI.P-7??Protect the integrity of the medical record, CAAHEP X.A-2Estimated completion time: 20 minutesMeasurable Steps1.?Within the Calendar of the Front Office module, click the Add Appointment button or anywhere within the calendar to open the New Appointment window.2.?Select the Patient Visit radio button as the Appointment Type.3.?Select Follow-up/Established from the Visit Type dropdown.4.?Document “post-operative follow-up” in the Chief Complaint text box.5.?Select the Search Existing Patients radio button.6.?Using the Patient Search fields, search for Amma Patel’s patient record. Once you locate Amma Patel in the List of Patients, confirm her date of birth.7.?Select the radio button for Amma Patel and click the Select button. Confirm the auto-populated details.8.?Confirm that Julie Walden, MD is selected as the Provider in the Provider dropdown.9.?Use the calendar picker to confirm or select the appointment day.10.?Select a start and end time for the appointment using the Start Time and End Time dropdowns.11.?Click the Save button.12.?Amma Patel’s appointment will appear on the calendar.3613.?Click on the Correspondence icon (Figure 2-10).FIGURE 2-10?Correspondence icon.14.?Select the Appointment Reminder template from the Letters section of the left Info Panel.15.?Click the Patient Search button to perform a patient search and assign the letter to Amma Patel (Figure 2-11).FIGURE 2-11?Using the Patient Search fields to find Amma Patel.16.?Confirm the auto-populated details. Select the upcoming appointment from the Select Appointments column on the left. Document any additional information needed.17.?Click the Save to Patient Record button.18.?In the Date Selection box, select today’s date. Click the OK button.19.?Click on the Find Patient icon.20.?Using the Patient Search fields, search for Amma Patel’s patient record. Once you locate her in the List of Patients, confirm her date of birth.?Helpful HintConfirming date of birth will help to ensure that you have located the correct patient record.21.?Select the radio button for Amma Patel and click the Select button. Confirm the auto-populated details.22.?Scroll down to view the Correspondence section of the Patient Dashboard (Figure 2-12).FIGURE 2-12?The Correspondence section of the Patient Dashboard.23.?Select the letter you prepared. The letter will open in a new window, allowing you to print.?Now use the Back to Assignment link to complete the Post-Case Quiz found on the Info Panel for this assignment! ................
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