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Schedules | Post-Training Review

Total questions: 14

Worksheet time: 15mins

Name
Class
Date
1.

SELECT ALL THAT APPLY:

What information can you view on the Schedule Builder Dashboard?

a)

Template name

b)

Department (Site)

c)

End date of the template

d)

% of template slots that have been booked

2.

When viewing a provider's applied schedule templates, what is NOT one of the actions you can take on a template?

a)

Edit

b)

Copy

c)

Freeze

d)

Delete

3.

TRUE OR FALSE:

You cannot see booked or frozen slots while previewing the provider's schedule template.

a)

True

b)

False

4.

TRUE OR FALSE:

You can color code schedule templates.

a)

True

b)

False

5.

How can you create a schedule template that is "always open," extended on a rolling basis?

a)

Leave the "Expire on" field blank

b)

Toggle on "Never expire" and select how far ahead you'd like the schedule to stay open

c)

Select "Always Open" from the pre-calculated dates dropdown

d)

You can't create a template that's always open - you have to apply a template for each calendar year

6.

SELECT ALL THAT APPLY:

Which of the following schedule template are possible?

a)

Every weekday

b)

Every other Wednesday

c)

The last Friday of each month

d)

The 4th of every month, including the 4th of July

7.

SCENARIO:

You just applied a schedule template for a new provider at your practice, but realized you made a mistake. You should...

a)

Modify

b)

Rollback

8.

SCENARIO:

A provider requests to change their schedule template starting next week. You should...

a)

Modify

b)

Rollback

9.

What action will completely remove the appointment slot from the template, and move any scheduled appointments to the Appointments to Reschedule list?

a)

Freeze

b)

Unfreeze

c)

Delete Slots

10.

What action will unblock an appointment slot, allowing staff to schedule appointments there again?

a)

Freeze

b)

Unfreeze

c)

Delete Slots

11.

TRUE OR FALSE:

You can update the appointment type for multiple appointment slots at the same time from the Manage Appointments page.

a)

True

b)

False

12.

TRUE OR FALSE:

Freezing or Deleting Slots automatically sends communication to the patient that their appointments were cancelled.

a)

True

b)

False

13.

TRUE OR FALSE:

EHR Support CANNOT send out a campaign message to patients after you have Deleted Slots.

a)

True

b)

False

14.

How do you feel about schedules after this training?

a)

b)

c)

d)