GE-IDX Web 4.0 Provider Schedule Inquiry
GE Centricity Business (IDX)
The purpose of this lesson is to provide you with the tools and knowledge needed to perform an inquiry on provider schedules
for GE Centricity Business WEB 4.0 system (IDX).
To print a page from any CBL, follow these directions:
1. Some words are highlighted in blue. Please point to these words with your mouse for additional information and/or images.
Example: Don't click, but just put your cursor over the word 'blue' in the previous sentence and you will see a popup screen. There will be a similar popup for any word in blue that is not a page or paragraph title.
2. Use the Table of Contents (TOC) drop-down arrow to go to pages 1-32 quickly and/or to view the titles of those pages. This functionality only works for pages 1-32. To access higher page numbers, go to page 32 in the TOC and then click on the Next hyperlink on the top or the bottom of each page. To go back one page, click on the Prev hyperlink.
3. If the previous and next page hyperlinks do not display at the bottom of a page, there may be more information on the page that is not displayed on the screen. To see this data, use the scroll bar on the right-hand side of the screen. Try it on this screen.
4. Some pages have Job Aids or other types of extra information in the right margin of the screen. Click on the icon of the text to view the contents.
5. Some screens are within boxes that give you instructions to:
1. Click to activate screen
2. Move the cursor over the various parts to view a description of the functionality of the option or the data
An example is on the next page
Click screen to activate.
You will learn::
This CBL is based on typical scenarios that you will encounter in your daily work.
In some scenarios, your first activity will be to watch a demonstration of the scenario.
Then you will see the details of each of the new screens that scenario uses.
Then you will see a list of the steps in another example of the scenario. As a reminder, make sure that you hover your cursor over the words in blue; a screen shot relevant to the text displays.
After each scenario, you will have an exercise that is relevant to the scenario.
Let's get started!
There are several terms that are necessary to know in order to understand a provider's schedule.
The terms below will be explained on the following pages:
Click on the Job Aid on the upper right corner of this page to view a Job Aid that contains all the terminology described in this section.
Please print the Job Aid as a reference.
A provider's schedule is divided into time slots. Each time slot is given a purpose: it can either be a clinic or a non-clinic time slot.
Time slots are grouped into sessions. Most providers use a morning session (AM) and afternoon session (PM). They can also use an evening session (EVE). The hours for each session can vary by provider and by day.
Appointment types correspond to the same appointment types that are used when booking a patient appointment. Each appointment type has an assigned duration. Although it is not normally the case, the duration can be overridden.
The following are the types of clinic slots. In all the examples, the NPV appointment has a duration of 30 minutes and the FUV appointment has a duration of 15 minutes.
There are 7 appointment statuses:
The Provider Schedule screen contains both provider schedule information and patient appointment information for the scheduled appointments. In addition, there are many different views of the information.
You will learn about the Provider Schedule functionality in the following order:
The purpose of the preview is to serve as an introduction to viewing provider schedules. Detail descriptions will follow the preview. The views are shown from statistical and most summary to most detail.
Three views are shown:
a. Monthly view
b. Weekly view
b. Daily view
Following these views, a demonstration of how to access provider schedule information.
The Monthly view shows the number of appointments for each day and the percent booked. The yellow bar in each day is a visual representation of the percent booked. When you click on a specific date, the appointments for that day display.
Click on the Job Aid on the upper right corner of this page for an explanation of the symbols in the schedule.
Please print the Job Aid as a reference.
The Weekly view displays five days of a provider's schedule. If there is no schedule for a day, that day is not displayed.
The selected day is indicated by a light blue background. You can view details of the selected day. To select another day, click on that day.
Click on the Job Aid on the upper right corner of this page for an explanation of the symbols in the Weekly and Daily schedules.
Please print the Job Aid as a reference.
The One Day view displays schedule and appointment details. All of the sessions for the day are displayed. Use the vertical scroll bar to view the rest of the appointments for the afternoon session and the evening session (if one exists). the Job Aid on the previous page describes the functionality of this screen also.
Click on the image below to view a Provider Schedule Inquiry demonstration in a separate window.
To navigate in this demonstration, you can click on the player at the bottom of the screen to move forward and backwards.
See image below of inline player
After viewing the demonstration, close the window to continue.
Let's take a closer look at the Provider Schedule Daily screen to view the components. We'll use Dr. Benedetto's schedule for June 19, 2007 as an example. Refer to the Provider Schedule Job Aid you printed to understand the symbols and options. In the following pages, we will highlight the parts of the screen.
The sections of the Provider Schedule screen are described on the next few pages:
Setting name and Select Settings drop-down arrow The setting determines which provider schedules are displayed. The drop down arrow is used to clear the current setting, add a new setting or modify an existing setting.
Daily, Weekly and Monthly Viewing options The contents of the field display the current view.
Expand/Contract Schedule. The Expand view shows each interval in the time slot. The interval is the smallest amount of time for the appointment types in the slot. Contract is the default view. Example: If a follow-up visit is 10 minutes and a new patient visit is 30 visits, the interval will be 10 minutes.
Schedule Number Control. The Schedule Number Control box indicates the number of schedules displayed. Click the down arrow to change.
Setting Name. The name of the current provider schedules setting is displayed. Click the down arrow to change. The setting controls the providers whose schedules display. Settings are based on providers and departments. You can include as few as one provider in a setting or multiple providers or departments. You will learn how to create setting later in this CBL.
Refresh Button and Last Refreshed Time. Click the Refresh button to refresh the screen with the most up-to-date schedule and appointment information. The time of the last refreshing is displayed in Last Refreshed field.
Main Header The main header displays the provider name, department, date, day, number of appointments and the Scheduling comment. When there are multiple schedules displayed, the selected schedule has a light blue background. To select another schedule, click on its main header.
Session header The session header details the session (AM. PM, EVE), its location, session comments and the column headings for the session body.
Session body When multiple schedules are displayed, use the vertical and horizontal scroll bars to view all the detail. Refer to the Job Aid for a description of the symbols in the session body.
Provider Schedule buttons The buttons are described in detail on this and the next two pages.
Sched Detail button is used to view the detail of the session, slot and appointment.
Perform the following tasks to view the Schedule Detail:
Sched Detail tabs
There are two other ways to view appointment data from Provider Schedules:
Specific Schedule button
Use the Specific Schedule button to view one a schedule for a provider who is not displayed on the screen.
Actions button provide access to additional functionality
Click the Actions button for:
- Patient List Use to print a list of the patients in the selected schedule
- Print Prints the provider schedule view exactly as displayed on the screen. For best results, turn on the Internet Explorer Print background colors and images setting located in Tools/Internet/Options/Advanced and set the print layout option to landscape.
- View Legend Use to view the provider schedule legend for attachments and appointment status indicator.
The Provider Schedule Settings determine the provider that displays in the Provider Schedule screen.
Throughout this CBL, we have been using a setting named Dr Benedetto. You can follow the instructions on the screen below to change from one setting to another after each setting has been created.
Using the creation of the Dr Benedetto setting as an example, you will now learn how to create Provider Schedule Settings.
Access the Provider Schedule Settings by clicking on the Select Settings drop-down arrow on the Provider Schedules screen.
The Settings options display.
Click on the Job Aid on this page to view descriptions of each of the fields and buttons.
Create a Provider Schedule Setting for the Dr. Benedetto.
The starting point for creating a new provider schedule setting is any Provider Schedule screen.
The following are the steps to create a new Provider Schedule setting:
In order to obtain access to GE-IDX Web, you must follow these steps:
1. Click on the following link:
Web Inquiry Access Form
2. Print the form and complete it. The forms must be signed by your manager/administrator before access can be granted.
3. Fax it to 305-243-7355
You've learned how:
1. The Provider Schedule Terminology
2. How to view Provider Schedules
3. How to change and navigate through the various views of provider schedules
4. How to create settings for Provider Schedule inquiry