Transcript 

This demonstrates how either the consultant secretary's or the referring HCP's office can initiate a booking change.

Part 1: Here is how the referring HCP's office requests an appointment change

The referring HCP or her staff logs in. She wishes to move an already scheduled eConfer forward and have it occur sooner. She opens the Request (whose status is Pre-Consult Approved), updates with her new date request and Saves.

On the consultant secretary's Manage Requests screen, there is no obvious indication of this update. She is made aware of it as she works through the tabs at the bottom of the screen. The updated Request appears in the "Waiting for My Reply" dropdown, under "Pre-Consult Approved." She opens the Request, reads the new post from the referring HCP, then deletes the existing eConfer appointment and creates a new one.

She updates and Saves.

This generates an automatic email notification to the referring HCP's office email. Additionally, the consultant’s and the consultant secretary’s calendars have automatically updated after the appointment change.

Note that in this example, the secretary updated incorrectly. An eConfer doesn't involve the patient directly. She realizes this and immediately updates a second time. Here is what she should have added. {See video}. After she does so,
here is the second email notification for the revised eConfer appointment. The HCP's office clicks through to the Request and notes the revised time. This updated time appears on everyone's Manage Requests screen (referring HCP, consultant, consultant’s secretary).

Part 2: Here is how the consultant's office initiates an appointment change

Let’s say that the consultant must move all of Tuesday appointments to Monday. Either on the consultant secretary’s Manage Requests screen or on the calendar, she identifies each of the Tuesday's appointments and opens each Request (status Pre-Consult Approved), one by one. She deletes the existing appointment, creates a new one with the new appointment time and date, updates and Saves.

An email notification to the referring HCP is automatically generated. Here is that email notification. The HCP's office clicks through to the Request and notes the revised appointment date. In this example, the referring HCP has a problem with the revised appointment date. The HCP’s office therefore responds, by posting to the thread.

Note that as a result of this response, the status has not changed. It remains Pre-Consult Approved. There is no obvious indication of the referring HCP’s update on the consultant secretary’s Manage Requests screen. She is made aware of it as she works through the tabs at the bottom of the screen. The updated Request appears in the "Waiting for My Reply" dropdown, under "Pre-Consult Approved". She opens the Request, reads the new post from the referring HCP, then deletes the existing eConfer appointment and creates a new one. She updates and Saves.

Here is the new appointment time and date. The consultant’s and the consultant secretary’s calendars have again automatically updated after the most recent appointment change and of course, an email notification is automatically generated to the referring HCP .


FAQ

Here are answers to some frequently asked questions:

Is there any difference in the procedure for office-initiated eConfer appointment changes vs. office consultation appointment changes?

Can the office in which the consultation takes place be changed, as well as the time & date?

Is it necessary for the referring HCP's office and the consultant's office to alternate posts on the thread or can one party post two or three times in a row?

How functional is the calendar?

Is it necessary to abandon my current booking system to use ConsultSTAT-Refer?