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Dream Factory by TruBridge Ideas Portal
Status Product Owner Review
Categories Patient Scheduling
Created by kimberly hennigan
Created on Nov 16, 2023

enhancements to updated scheduling

  1. Both scheduling comments and the number of authorized visits left (precert) should be available for hover functionality. Right now precert is there but it is just blank or y, which isn't helpful. Being able to hover and determine how many visits are left would be helpful. Comments would also be helpful. Overall though, any of those fields should be available for hover.

  2. for the auto create visit, we would like to see the service code set on the task, not the resource. We have resources (providers) who see patients across a few service codes but our tasks do not cross service codes.

  3. There should be a symbol visible from the calendar that shows if an appointment was completed or cancelled, the way there is for checkin to make it easier to tell at a glance.

  4. Users should be able to have a default calendar view. It reverts back to Scheduled if you leave the scheduling app.

  5. When you change the time interval you are looking at (15 min to 30min blocks), the calendar should shrink so you see more rows in the same space. Right now gridlines disappear but you don't get to see any additional screen real estate, which is pointless.

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  • karri patterson
    Reply
    |
    Dec 15, 2023

    I totally agree with all the above listed thoughts. Even if the calendar would default to the current day, that would be nice. It is incredibly time consuming- hunting around the schedule for the correct day, then having to link each visit.