Cadence Dashboard Appointment Management

Cadence Dashboard Overview

• The Cadence dashboard serves as a central hub for managing appointments and related tasks.

• Users can utilize various tools to book, view, and manage patient appointments.

Appointment Management

• Appointment Booking Process:

  • Navigate to the toolbar and click on ‘Appointments.’

  • Input detailed information about the patient, which includes:

  • Patient Name (required)

  • Sex (required)

  • Date of Birth (DOB) (required)

  • Phone Number (required)

  • Social Security Number (SSD) (minimum required)

  • After entering the information, the ‘Appointment Desk’ will automatically open to proceed with booking.

• Auto Scheduler Feature:

  • This feature allows for enhanced efficiency in scheduling appointments without manual input for specific times, streamlining the booking process.

Filtering Features

• Users can filter appointments based on specific parameters to help locate patient information more quickly.

• Filtering by ZIP Code:

  • This option enables the user to find patient records more effectively based on their geographic location.

Important Notes

• Ensure that all information entered during the appointment booking phase is as comprehensive as possible to avoid any issues or complications later on.

• Regularly printing all available pages can assist in having a tangible reference for workflow processes.

• Familiarize yourself with various functionalities on the Cadence dashboard for better user experience and efficiency in managing appointments.