Prepare Scheduling Matrix – SimChart Assignment

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3 Prepare Scheduling Matrix

Objectives

Prepare a scheduling matrix according to established guidelines.

Overview

The Walden-Martin medical office just implemented an electronic health record system with a scheduling feature. Dr. Walden would like to block time every day for a 30-minute lunch break at 11:30 am. Dr. Martin would like to block time every day for a 30-minute lunch break at 12:00 pm and rounds from 8:00 am to 9:00 am. Jean Burke, NP would like to block time every day for a 30-minute lunch break at 12:30 pm and next Wednesday for an out-of-office meeting from 2:00 pm to 4:00 pm. Block the schedule for lunch breaks, rounds, and meetings for the next month.

Competencies

  • Display sensitivity when managing appointments, CAAHEP VI.A-1, ABHES 5-h, 10-b
  • Identify different types of appointment scheduling methods, CAAHEP VI.C-1, ABHES 7-e
  • Discuss applications of electronic technology in professional communication, CAAHEP V.C-8, ABHES 7-b, 7-g, 7-h
  • Utilize an EMR, CAAHEP VI.P-6, ABHES 7-b
  • Manage appointment schedule, using established priorities, CAAHEP VI.P-1, ABHES 7-e
  • Estimated completion time: 25 minutes

Measurable Steps

  1. Within the Calendar of the Front Office module, click the Add Appointment button or anywhere within the calendar to open the New Appointment window.
FIGURE 1 Add Appointment.
  1. Select the Block radio button as the Appointment Type.
  2. Select Lunch from the Block Type dropdown.
  3. Select Julie Walden, MD from the For dropdown.
  4. Using the calendar picker, select a date.
  5. Select 11:30 AM from the Start Time dropdown.
  6. Select 12:00 PM from the End Time dropdown.
  7. Check the Recurrence checkbox.
  8. Check the Daily radio button in the Recurrence Pattern field.
  9. Check the End By radio button in the Recurrence Duration field and use the calendar picker to select an end date (Figure 2-8).
  10. Click the Save button.
FIGURE 2 Use the calendar picker to select an end date.
  1. The calendar will display Dr. Walden’s lunch break.
  2. Click the Add Appointment button or anywhere within the calendar to open the New Appointment window. Select the Block radio button as the Appointment Type.
  3. Select Other from the Block Type dropdown and document “Rounds” in the Other field.
  4. Select James A. Martin, MD from the For dropdown.
  5. Using the calendar picker, select a date.
  6. Select 8:00 AM from the Start Time dropdown.
  7. Select 9:00 AM from the End Time dropdown.
  8. Check the Recurrence checkbox.
  9. Check the Daily radio button in the Recurrence Pattern field.
  10. Check the End By radio button in the Recurrence Duration field and use the calendar picker to select an end date.
  11. Click the Save button. The calendar will display Dr. Martin’s blocked time.
  12. Click the Add Appointment button or anywhere within the calendar to open the New Appointment window. Select the Block radio button as the Appointment Type.
  13. Select Lunch from the Block Type dropdown.
  14. Select James A. Martin, MD from the For dropdown.
  15. Using the calendar picker, select a date.
  16. Select 12:00 PM from the Start Time dropdown.
  17. Select 12:30 PM from the End Time dropdown.
  18. Check the Recurrence checkbox.
  19. Check the Daily radio button in the Recurrence Pattern field.
  20. Check the End By radio button in the Recurrence Duration field and use the calendar picker to select an end date.
  21. Click the Save button.
  22. The calendar will display Dr. Martin’s lunch break.
  23. Click the Add Appointment button or anywhere within the calendar to open the New Appointment window.
  24. Select the Block radio button as the Appointment Type.
  25. Select Lunch from the Block Type dropdown.
  26. Select Jean Burke, NP from the For dropdown.
  27. Using the calendar picker, select a date.
  28. Select 12:30 PM from the Start Time dropdown.
  29. Select 1:00 PM from the End Time dropdown.
  30. Check the Recurrence checkbox.
  31. Check the Daily radio button in the Recurrence Pattern field.
  32. Check the End By radio button in the Recurrence Duration field and use the calendar picker to select an end date.
  33. Click the Save button.
  34. The calendar will display Jean Burke’s lunch break.
  35. Click the Add Appointment button or anywhere within the calendar to open the New Appointment window.
  36. Select the Block radio button as the Appointment Type.
  37. Select Out-of-office from the Block Type.
  38. Select Jean Burke, NP from the For dropdown.
  39. Using the calendar picker, select next Wednesday as the date.
  40. Select 2:00 PM from the Start Time dropdown.
  41. Select 4:00 PM from the End Time dropdown.
  42. Click the Save button.
  43. The calendar will display Jean Burke’s blocked time.
FIGURE 3 Jean Burke’s blocked time and the matrix for Walden-Martin.

Now use the Back to Assignment link to complete the Post-Case Quiz found on the Info Panel for this assignment!