Scheduling Locks- Revenue Cycle

Submitted by 60163743 on Tue, 20/10/2020 - 12:37

Scheduling Locks

  • A lock may appear during the booking process and creates a conflict on the patient's schedule until the appointment is confirmed 
  • This happens if two users are trying to schedule an appointment for the same patient and  prevents multiple users from attempting to select the same request action concurrently
  • When a lock/conflicts occurs, click on view locks icon in the top left corner of the screen

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  • Highlight the lock and click remove

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  • The lock is now removed and you can continue the booking process

Alternatively, to remove the locks via Revenue Cycle, follow the steps below:

  • Click on Revenue Cycle icon through App bar
  • Click on Task button in menu, select Locks. The Locks Manager dialog box is displayed.

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  • Click the Scheduling tab
  • Under Show Scheduling Locks For, select the appropriate option to show locks for the current user, another user, or a person. The qualifying locks are displayed in the table below.
  • Under Lock Types to View, select to show Booking or In-Progress Appointments locks. The qualifying locks are displayed in the table below

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  • Select one or more locks and click Remove to release the selected lock or locks
  • Note: The Remove All button is only available for your own locks
  • To select multiple locks, press and hold CTRL while you select multiple locks

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  • To close the dialog box and return to the main application, click Close

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Application