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Tebra Help Center

Navigate Calendar

Updated: 09/28/2023|Views: 33115

Through the Calendar, you can efficiently manage patient appointments for the providers in your practice.

Note: In order to view and schedule staff or equipment, they must be created under Calendar Settings.

Access Calendar

  • Hover over the Platform icon and click on Calendar. The Calendar opens.
Platform_Calendar_Access.png

Navigate Calendar

  1. Click to view the calendar by Month, Week, or Day. The daily calendar opens by default.
  2. Calendar Settings: Click to manage calendar time increments, visit reasons, rooms, office hours, and time off and holidays.
  3. Run Eligibility Check for All: Click to check insurance eligibility for all patients scheduled that day.
  4. Print: Click to print the Daily Schedule, Encounter Forms, or Patient Balances.
  5. Filters: Click to select or clear the checkboxes to filter calendar viewing options.
  6. Current Time: Click to return to the current day and time when viewing other days and times.
  7. Click to navigate between days, weeks, or months (depending on the selected calendar view).
  8. Zoom: Click to make the time slots smaller or bigger.
  9. Click on an appointment to view or edit patient appointment details or group appointment details.
  10. A shaded box indicates a custom break time created for a provider through Calendar Settings.
Platform_Calendar_Navigate.png

Appointment Icons

  1. A repeat icon indicates a pre-set or custom recurring appointment.
  2. A clipboard icon indicates the patient is in the office (arrived, ready, roomed).
  3. A black check mark icon indicates the patient has checked out.
  4. A clock over a calendar icon in a red box icon indicates appointment is rescheduled.
  5. A circle with slash icon in red box indicates the patient has canceled or is a no-show.
  6. Insurance eligibility status icons displays at the bottom of the appointment:
    • A green check mark icon indicates the patient's eligibility has been verified.
    • An orange question mark icon indicates the patient's eligibility cannot be determined.
    • A red exclamation icon indicates the patient's insurance coverage is no longer valid.
Platform_Calendar_ApptIcons.png
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