AMBFO - Contact Communication Preferences   AMBFO - The Confirm Button and Time Stamp are added to Contact Communication Preferences.   Summary of Change:  Contact Communication Preferences fields (CCPs) determine the amount of information your patients want your organization to share with each of their contacts by asking the following questions:  D...

“How To” Pin Something in Quick Access   How to do it:   Open the SharePoint site in your browser.   Go to the Document Library you want to pin.   In the command bar, click Pin to Quick access.  ...

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AMBFO - Visit Provider/Attending Provider   Summary of Change:  This change ensures that the Visit provider appears on the Providers tab when editing or viewing an ambulatory visit in the REG Management desktop.   Visit Provider Or Visit (Acct) = Attending Provider Visit (Appt) =  Appt (Provider Associated to the Visit)    The Visit (Appt) Provider)...

How To Move Files Form H:Drive to OneDrive    1. Access the G:Drive   a. Open File Explorer and navigate to the H-drive location   b. Locate the folder(s) you want to move.   c. Select Copy       a.                                                                b.                                                     c.               2.Upload to Share...

File Conversion Instructions   If you receive a message prompting you to convert your document, it means the file was created in an older format that is not supported by cloud-based apps like Word for the web.   How to Fix This   Select “Convert.”   This updates the file to a supported format.   Make a small change to the document   Add a period (.)...

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Registering an appointment as No Show In Central Registration go to the date of the no show. Find the patient ( you can filter the list by name in alphabetical order by clicking on the name field ) Select the patient and hit check in Go to Visit Data and change your location to No Show , you may need to change the date to the date of the appointment...

Booking / registering an account for WSIB How to add WSIB at booking time – CWS In the booking screen select demographics Select insurance tab > add WSIB in available insurances and fill out the ins CDS and save. How to add WSIB at booking Time – AMB Select Edit in the insurance tab Select add insurance  Select All and search WSIB in the search f...

From the CWS Scheduler Desktop you search for the clinic that you are working on. Go to the date that you need to make changes to and hit the calendar sign You need to put a Day Schedule Comment (scheduler Edit) you can add additional text if you want to document why you’re making the changes. Under schedule this is where you build your schedule...

From the main menu > select Central Registration > select filter Scroll down to Appointment/Status > Check mark all MRI (this will allow you to only see MRI) (if you leave this screen open you will only have to do this at the start of your shift) Select patient > Hit check in   **The registration looks different but asks the same informa...

In Central Registration go to the date of the no show. Find the patient ( you can filter the list by name in alphabetical order by clicking on the name field ) Select the patient and hit check in Go to Visit Data and change your location to No Show and change the date to the date of the appointment and hit Check In & Scan.  (Yes, to validate the...

CWS VIEW ONLY Access CWS VIEW ONLY Access    Summary of Change:  For any resource that a user has View Only access to, you can now view the resource schedules from the scheduling grid. You will now see a magnifying glass and note for “View only” in Day/Week and for Month modes and will show on the top left of the schedule. Selecting the view schedul...

AMBFO/CWS Grid Edit Reports   Summary of Change:  Display user and date/time for schedule edits made via the Scheduling Grid   With this enhancement, the user, date, and time of a manual edit are displayed on the 'View Comment Detail' screen in Ambulatory and Community-Wide Scheduling. Additionally, a shortcut to the Grid Edits Report for that day i...

AMBFO Ambulatory Guarantor/Subscriber Search for New Entries   Summary of Change:  Previously, new guarantors and subscribers created in AMB Front Office and Central Registration were available during the same enter/edit process in the "associated to patient" list. The introduction of the Best Match search for guarantors and subscribers removed the ...

Reg Display Room Preference on Transfer/Multi Transfer   Summary of Change:  Display Room Preference field in Reg Management and Bedboard when performing transfer or multi transfer routines   New field in Reg Management/Bed Management through Transfer routine you will see highlighted in yellow the Room Preference field that is new.   Bed Management ...

REG Warning when registering an account with a future date.   Summary of Change:  Upon selection such an account, the system will provide a warning message to users: “This account has a future service date/appointment (<date value>). Continue?” On the "No" selection at the warning, the system will exit from the account selection process. If us...

AMBFO - Family Provider Field   Summary of Change:  The family provider field was added to the ambulatory action screens for the booking, check-in, Check-out, Follow-up, and pending routines .   The  Family Provider field is now in the Booking questionnaire and will auto-populate if the facility has a Demo Recall.   Booking The  Family Provider is n...

AMBFO - Appointment type displays on AMB Office Staff Home Screen   Summary of Change:  This Enhancement displays the appointment type on the AMB Office Staff “Home” Screen   Access the “Home” button on the top Navigation Bar, and Select the Resource Group or user Schedule.  The appointment type displays in the front office home screen for all appoi...

AMBFO - Addition of Medical Record Number to Appointment Card   Summary of Change: With this enhancement, the  Medical Record Number is now included on the Appointment Card when accessed from the Scheduling Grid, List View, or Appointment by Location worklists.  ...

CWS Editing/Changing Status of Multiple Recurring Accounts CWS Editing/Changing Multiple Recurring Accounts Summary of Change:  We now can edit various aspects of “Multiple” recurring appointments at one time via the Edit and Recurring menu options.  Users can select all or some of the remaining future appointments that were booked as a recurring (s...

CWS Scheduling Information for Hold Queue Orders   We now have the ability to add Scheduling information to orders via a new Edit SCH detail button.   Summary of Change:  From Patient Mode or the Hold Queue worklist (if applicable) you will see the new Edit SCH Detail or View SCH Detail.  You have to select an order or order(s) to have the Edit avai...

AMBFO  Add/View Scheduling Detail function to Ambulatory Hold Queue accordion   Summary of Change:  The ability to view the scheduling details of an order is now enabled. When an order in the Ambulatory Hold Queue has had its scheduling details entered or edited, an information icon ('i) will appear to the right of the checkbox within the Ambulatory...

AMBFO - Patient Instructions Print from Auto-Displayed instructions Overlay   Summary of Change:  This change will print the appointment instructions correctly from auto-displayed instructions.    When scheduling an appointment that includes Patient Instructions, you can check the  "Print" box to specify that you want to print the instructions. Afte...

AMBFO - Ambulatory List View: Navigation changes   Summary of Change:  With this enhancement, changes have been made to the navigation on the Scheduling Grid to support the List View.  **The  Report icon  replaces the “Appt List” button in the Scheduling Grid.**   **The More Menu icon  has replaced the existing “Resource Week and Month buttons”** Se...

AMBFO Group Appointments    Summary of Change:  Many enhancements are included for the Group Appointment functionality     **Go-to Appointment on Grid Icon**   This update ensures that when users click the "Go To Appointment on Grid" button within the Patient Summary, they are directed to the correct appointment in the scheduling grid. To use this f...

AMBFO - Front Office Headers   Summary of Change:  Front Office Routine Header text Color Changed to Improve Contrast    The block headers in Front Office Ambulatory routines now use a  Bold Black text style rather than light blue. Front office Areas where this text color has been updated include:   Reference Area   Change Status   Quick Book   Grid...

CWS Resource Grid Month Mode   The Resource Grid Month Mode was redesigned to include the  Schedule option and the existing  Increment option.   Summary of Change:  This feature allows users to view the Resource time slots in how they are built for the highlighted day of the month. In addition, the size of the calendar was reduced and left justified...

AMBFO - Waitlists   Summary of Change:  Several enhancements are now available for the Waitlist functionality   New Waitlist Overlay   Previously, an overlay would appear displaying appointments on the waitlist for all locations associated with all resources for the current resource group. The new Waitlist worklist compiles appointments for all loca...

Reg Cancel Account Reason   Summary of Change:  Cancel Account Reason when cancelling a patient account in Pre Status   New field in Reg Management/Bed Management through the Cancel routine.  When you cancel you now have the option of adding a cancel reason.   This is not a mandatory field, so you do not need to complete this field to cancel the acc...