Tips and Tricks: Making the Most of your EMR Software’s Scheduling Features

In our Tips and Tricks series, we will provide readers with novel ideas for making the most of Practice Perfect EMR in their clinic. 


Practice Perfect’s integrated software system is comprised of four distinct parts: billing, documentation, practice growth, and scheduling. While they all contribute to the end product, in this article we’ll be zeroing in on the scheduler, and how you can make the most of its features.


Do you know how to use the ‘Waiting List’? Click here to learn more!


Training Staff on the Scheduler


When managing a clinic, it’s important to ensure that everyone in your office is familiar with your EMR software system. Whether it’s your front desk staff, your therapists, or your billers, everyone should have a basic understanding of how the scheduler works. This is why we’ve put together a short video describing how to schedule appointments in Practice Perfect:



Customizing the Scheduler


The scheduler is a very powerful tool because it can be fine-tuned to meet the specific need of your clinic. For example, a lot of our users create unique appointment colours for each of their appointments. Or, they adjust the settings for a single provider’s scheduler view to default to their personal view. This video will show you how your clinic can adjust the scheduler to their liking:



Sending Reminders from the Scheduler


People forget things, and your patients are not exempt. But, your clinic, and their appointment, can remain top of mind with the aid of Practice Perfect’s integrated reminder system.


For starters, it’s possible to send email appointment reminders from directly within the software. And if you’d like to take it one step further, you can send automated text messages or phone call reminders from the software, too.


We’ve partnered with a company named ReminderCall and they specialize in helping clinics like yours keep patients in the loop about their upcoming appointments. But if you’d like to learn how to send email appointment reminders today, check out the video below: