Appointment Auditing Tools

Situation: 10049767

Scheduling/PatientConnect/MyCareCorner

Audit Reports

We are rolling out Scheduling to many areas of the facility. We

are doing this to make full use of PatientConnect and MyCareCorner.

We have found that we do not have a way to audit for duplicate appointments,

schedule history, or scheduler productivity.

We want an audit system/report/mechanism for the following:

Who scheduled the appointment/event and when.

Who cancelled them and when.

A tool to find duplicate appointments.

We need a tool to see appointment scheduling productivity.

EX:

Over a time period

What scheduler is making the most appointments. A ranking of percentages - all schedulers.

Cancellation rates/percentages based on location and schedule.

Reschedule rates/percentages based on location and schedule.

A deep dive into the modifications that occurred on at event.

Maybe even make this a part of the PowerBI Analytics application as a panel/dashboard.

TruBridge Resolution:

While we do not have a report, you can check the HISTORY (audit) of the individual appointments.

Just highlight the appointment and select HISTORY from the row of buttons at the top.

It will show initial schedule date, if it was rescheduled and when it was canceled.

While we can check each individual event/appointment, we need to do this on a much larger scale

that would include more than one account at a time.

Please create reporting/auditing tools for events.