Chapter 22: Scheduling Appointments and Receiving Patients

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Last updated 10:30 PM on 3/18/26
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33 Terms

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Matrix

Refers to blocking off sections in a schedule; used when provider will not be available or used for same day appointments

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Flex time

Blocked off periods on schedule that can be used to return patient calls. refers to the practice of permitting work hours within a range of time.

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Cluster scheduling

the scheduling of similar appointments together at a certain time of day or week; ex: Monday mornings for new patients

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Double-booking scheduling

Two or more patients given same appointment time

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Walk in/open hours

No scheduled appointment. Patients sign in upon arrival and are seen by the provider in that order

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Single-booking scheduling

a method of scheduling in which only one patient is assigned to one block of time in a visit schedule.

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streaming scheduling

Appointments are scheduled for a specific amount of time based on patient need.

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Wave scheduling

Patients are scheduled for the first 30 minutes of each hour leaving the last 30 minutes for same day appointments

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Modified wave

Same as wave except patients are scheduled in 10-20 minute intervals in the last 30 minutes

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How to document a cancellation in the schedule?

Never erase entry, write letter C next to name or draw a single line through entry

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BP✔️

Blood pressure check

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C&C

Called and canceled

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C

Canceled

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Cons

Consultation

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CP

Chest pain

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CPE (CPX)

Complete physical examination

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ECG

Electrocardiogram

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FU

Follow-up Examination

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Inj

Injection

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Lab

Laboratory studies

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NP

New patient

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NS

No show

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P&P

Pap and pelvic

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PT

Physical therapy

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Re✔️

Recheck

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Ref

Referral

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RS

reschedule

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Sig

sigmoidoscopy

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S/R

suture removal

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surg

surgery

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Encounter form

Aka charge slip or super bill; a list of the procedures and charges for a patient's visit

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real time adjudication (RTA)

A tool that allows for a submission of the coded visit to the insurance company by participating providers for reimbursement decisions by third-party payers while the patient is present.

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What are a patient's responsibilities?

-be honest and report all symptoms and medications

-make payment for services rendered

-be respectful to staff

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