Forms & Reports
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From the Calendar, find an available appointment time for the relevant clinician or clinic.
Patients: select the patient for the appointment using
For further information on SMS Reminders see SMS Appointment Reminders
The Appointment Type of Clinic is valuable where many/any staff will deliver the service. Multiple patient appointments can be created within the Clinic.
Clinic is defined as a session where a particular service is being delivered and multiple patients will be accessing that service. The intent is to show session times or clinics by the defined time frame for the Organisation and to record patients within the allocated service time.
Examples such as:
Note: Any change to the clinic appointment will affect the appointments in it.
MMEx can record the attendance of group appointments and apply a generic progress note to all of the attending clients.
Multiple patients are added to an appointment in the calendar as shown below.
To create a bulk progress note and record attendance, right click on the calendar appointment and select the Record Attendance option.
NB: For 'Record Attendance' to be seen in the right click menu: * Multiple patients need to be added to the appointment * The appointment status must be configured as “pending”in the background - contact email@example.com to have this done for you - it is a quick and easy step!
You will see a list of all of the patients entered into the appointment, with an attendance box pre-checked.
Any client who did not attend can be unticked and a reason for not attending recorded.
Notes typed into this field will be saved in the progress note section of the clinical record of each of the clients who are marked as having attended the appointment. The reason for not attending will display alongside the appointment record on the Referrals/Visits Tab of the patient record.
The Appointment record in the Clinical Record-Referrals/visits section of the patient record will display the client's attendance status as shown below.
The appointments will be moved to the new date.
A running sheet is a exportable or printable report on the calendar which details appointments in a specific calendar over a defined date range.
1. Select the calendar you wish to print the running sheet for, and the date range. For example, to print a running sheet for today, either click Print Today or enter the start date = today, the end date = today.
2. Click on the Columns tab to select the columns you wish to display in your printout.
3. If the running sheet is to be used for transport services, check the box for Include Patient Contact Info in Print out.
Note: If selecting more than the minimum columns, change the print page setup to Landscape.
5. Click Print
In the patient appointment, the send SMS or Email Reminder box should be checked at the time the appointment is booked. The Calendar must be configured for sending SMS
By default, only appointments with a Pending or Confirmed status (set by MMEx Administrator) will generate reminders before they are due. If your organisation has defined a custom set of appointment statuses, please refer to your organisation’s internal documentation to ensure the selected status is correct.
The patient should have a valid mobile number or email address entered. Spaces may be entered in the mobile number field of the patient details.
Once the SMS or email has been sent, you will see a confirmation message in the “Patient Reminders” section when you open the appointment.
On the Calendar page, below the list of Calendars, click on Reminder Mailing.
The Reminder letters page will open.
Select the date for you wish to print the appointments. Note: The From date is the date of the appointments you want to print. The Until date needs to be the date AFTER the last date you want printed. This guarantees that for the 24 hour period from midnight to midnight on 5th May, (in this example) will be selected.
You will see a list of the appointments that will be included in the print. You may uncheck any of the items to exclude them from the print. Clicking on Details will reveal the postal address for that patient, under the Notify checkbox.
Open from downloads and print.
Template files are Microsoft Word documents (.doc or .docx) that have special bookmarks or placeholders in them.
The following tags can be inserted into you document where and they will be replaced each time with the correct details of the appointment.
|Tag to Include||What tag will be replaced with|
|«DoctorName»||Calendar name - may be a provider or custom calendar name|
|«PatientName»||The full name of the patient|
|«AppointmentDate»||The date of the appointment|
|«AppointmentTime»||The time of the appointment|
|«PatientAddress»||The patient's main postal address|
|«DOB»||The patient's date of birth|
|«UMRN»||The patient's UMRN if configured in demographics|
|Telehealth specific tags|
|«TelehealthRemoteSiteName»||The name of the Remote site|
|«TelehealthRemoteSiteOrganisation»||The organisation to which the Remote site belongs|
|«TelehealthRemoteSiteLocation»||The location of the Remote site|
|«hfTelehealthLocalOrganisation»||The organisation to which the Local site belongs|
|«TelehealthLocalCoordinatorName»||The name of the coordinator for the Local site|
|«TelehealthLocalCoordinatorPhone»||The Local site's coordinator's phone number|
To include a current date use Microsoft Word's Insert → Date and Time functionality and ensure you select Update Automatically.
An example document is available here: Example Document which you may edit and them upload, or you can use another document.