In MacPractice 12.21, we have introduced the Appointment Quicklook, which is intended as a quick and easy way to view an appointment's essential details, such as the patient's contact information, outstanding balances, and insurance information directly from the Schedule without having to switch Abilities.
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Accessing the Quicklook
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You can access the Appointment Quicklook by clicking on an Appointment in the Schedule, and then holding down the Option key and pressing Spacebar on your keyboard.
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Next, we'll cover each section of the Quicklook in order from top to bottom.
Patient Information
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At the top, you'll note the patient's name with their Account Number in parentheses ()s. Clicking the blue hyperlink will take you to the Patients Ability. The Patient's DOB and Age, and the first Phone Number listed in the Patients Ability will initially be displayed.
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To the right of the patient's name, you can see a few icons.
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The leftmost icon is an Alert indicator that displays if there is an Alert associated with this Patient. You can review Alerts in the Alerts section lower in the Quicklook.
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The Person Icon indicates how many patients belong to this particular Account.
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If the triangle is clicked next to the patient's picture, their Account Provider, Office, Gender, and Email will also be displayed.
Below this, there's a blue link to Add Appointment Notes directly from the Quicklook.
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Patient Appointments
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The Patient Appointments expansion will display the appointment counts for this particular patient (missed, cancelled, to reschedule), along with the Last Appointment scheduled, and the Next appointment scheduled. You can click the blue appointment links to be taken to that particular appointment.
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The Treatments Planned section will display all treatments and treatment plan phases that are associated with this selected appointment.
The Quicklook will only display 10 Treatments in a given glance, but in cases where there are more present, a blue "more treatments" link will appear. When clicked, a pop-up window will appear with the remaining treatments.
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Insurance and Guarantors
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This section will list all insurances present on the patient account, along with the guarantors for each insurance. You can click the guarantors to be taken to their patients record in the Patients Ability if they have been added to your database.
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