Utilizing Schedule Shortcuts in iClinic

1. Introduction 

• Purpose: This guide provides comprehensive, step-by-step instructions on how to effectively utilize the schedule shortcuts within the MDLand iClinic system. 

• Key Features: Accessing the schedule, understanding shortcut functions, and managing appointments efficiently using shortcut keys. 

2. Accessing the Schedule 

1. Log In:  

• Sign in to your MDLand iClinic account using your credentials. 

2. Locate the Schedule Icon:  

• Click on the Schedule Icon from the dashboard to open the appointment schedule. 

3. Selecting a Provider:  

• From the schedule view, select the provider whose schedule you wish to view. 

3. Understanding Schedule Shortcuts 

• Each appointment will display small letters in the top-left corner, representing different shortcut actions. 

• Hover Over the Letters:  

• Place your cursor over the letter to see a brief explanation of its function. 

4. Shortcut Keys and Their Functions 

A. X – Cancel Appointment 

1. Function: Cancels the selected appointment. 

2. How to Use:  

• Click the letter X on the appointment. 

• A confirmation box will appear asking if you're sure you want to delete the appointment. 

• Click OK to confirm cancellation. 

B. L – Load Patient Registration 

1. Function: Opens the patient's registration page. 

2. How to Use:  

• Click the letter L on the appointment. 

• You will be redirected to the patient's registration page to view or update their information. 

C. C – Copy Appointment to Clipboard 

1. Function: Copies the appointment details to the clipboard for easy duplication. 

2. How to Use:  

• Click the letter C on the appointment. 

• A confirmation box will appear asking if you're sure you want to copy the appointment. 

• Click OK to confirm. 

• To paste the appointment:  

• Click on a different time slot for the same or a different provider. 

• When the appointment editor opens, click Paste from Clipboard. 

• All fields will auto-fill with the copied patient information. 

D. R – Reschedule Appointment 

1. Function: Allows rescheduling of an existing appointment. 

2. How to Use:  

• Click the letter R on the appointment. 

• The appointment editor will open with the status set to Rescheduled Appointment. 

• Select the new date and time. 

• Click Save to confirm the changes. 

E. S – Patient Check-In 

1. Function: Marks the patient as Checked-In. 

2. How to Use:  

• Click the letter S on the appointment. 

• The appointment status will update to Checked-In. 

• Note: If the setting is enabled, this action will automatically create the associated office visit. 

F. H – Patient Home Page 

1. Function: Redirects to the patient’s homepage. 

2. How to Use:  

• Click the letter H on the appointment. 

• You will be brought directly to the patient's homepage to view their medical history, appointments, and other relevant details. 

5. Best Practices 

• Verify Before Cancelling: Always double-check the appointment details before confirming cancellation. 

• Efficient Copying: Use the Copy and Paste shortcut to quickly reschedule recurring appointments. 

• Patient Check-In: Ensure the Check-In shortcut is used at the time of the patient's arrival to maintain accurate visit logs. 

• Update Patient Information: Use the Load Registration shortcut regularly to verify and update patient information. 

6. Troubleshooting Tips 

• Shortcut Not Responding:  

• Refresh the schedule page if shortcuts are not functioning. 

• Clear your browser cache or try a different browser. 

• Incorrect Appointment Changes:  

• If an appointment was modified incorrectly, access the appointment editor to make corrections. 

• Contact administrative support for assistance with complex issues. 

7. Support Guidelines 

• In-App Support: Use the MDLand iClinic help feature for immediate assistance with shortcut functions. 

• Technical Support: Contact IT support if shortcuts are not working as expected. 

• Scheduling Team: Consult with your clinic’s scheduling team for best practices and workflow optimizations. 

Thank you for following this guide. Mastering the schedule shortcuts in MDLand iClinic will improve appointment management efficiency and enhance patient scheduling workflows.