Pat/Appt Wizard Tab

Log into WebChart

Click Scheduler from the left sidebar menu.

If you have the preference in My Settings of FORCE DEFAULT RESOURCES set to Yes, your scheduler view will show all the resources (physicians) schedules that you have added an appt for or edited an appt for. To only show one resource, make sure this is set to No.

This tab combines manual registration of a patient with the appointment/scheduler.

In this tab, it opens to the Patient Registration screen where you must first manually register a patient into WebChart . Then it automatically proceeds and takes you to the Appointment Wizard tab to create an appointment for that patient.

If you have verified that the patient is not in WebChart , then you can load them manually. If you enter a patient manually into your WebChart system, this patient will appear in WebChart only. It will not merge/appear in any other practice management system that your company uses (example: Medical Manager, Experior, Medic, etc.) or interfaces with.

Click Scheduler from left sidebar menu.

Click Pat/Apt Wizard tab from the top menu of tabs.

All this information populates the Demographics tab of the patient’s chart.

Fill out the registration screen fields and click the Save button at the bottom.

For detailed information on each Patient Registration field, please see other help documentation titled Patient Registration Tab-Manual Patient Entry.pdf

It then goes to the Appointment Wizard screen for this new registered patient. It has also assigned an MR number (account number) for the patient you manually registered.

Manual Registration in WebChart shows this new registered patient in WebChart only. It will not merge/appear in any other practice management system that your company uses (example: Medical Manager, Experior, Medic, etc.)

Fill out the Appointment Wizard fields to create/add/save an appointment for the newly registered patient. For detailed descriptions on each field in the Appointment Wizard screen, please see other help documentation titled Adding An Appointment Using Wizard Tab.pdf

If you click the Close button in the Appointment Wizard screen without making an appointment—it will still save/keep the patient registration you just did manually and still puts that patient in WebChart as a registered patient. You will see the message the patient was successfully added and you have the option to return to the scheduler if you didn’t add an appointment thru the wizard.

WebChart Documentation
Last Build: Wed, 08 Sep 2021 00:25:59 EDT Legacy Documentation