Schedule Recurring Appointments

Schedule Recurring Appointments (Athena EMR)

Steps to Schedule Recurring Appointments During Session Note:

1.) Right Click the athena google tab and click on "Duplicate" to open a duplicate athena tab. 

      

2.) On the new page Click Calendar -> View Calendar

      

3.) Click on an open appointment slot in the Calendar

4.) Select Book Appointment:

      

5.) Type in the patient's MRN #, then click "Find"

      

      * View the appointment details and make sure that the calendar time slots matches the appointment type details.

6.) Scroll down until you see "Create Recurring Series" and click on it

      

7.) Update Recurrence Settings

      

      A.) Recurrence Type - Allows you to set up Daily, weekly or monthly recurrence. 

            

      B.) Recurrence Interval - Allows you to set up interval days or weekday.

            

      C.) Recurrence end date - Allows you to select an end date or set up the amount of occurrences.

            

            

            

8.) Click "Preview Recurrence"

      

9.) View appointment Occurrence information details then click on Review.

      

10.) Review Recurrence series details, click "continue with patient" check box and then click on "Book Recurrence"

      

      * Once you click on "Book Recurrence", you will see a pop up on the bottom left corner of athena confirming that the appointment has been booked. View image below.

                  

Schedule Appointment outside of Session Note:

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1.) In the athena Banner click on Calendar then click on View Calendar

            

2.) Repeat Steps 3 - 10 Above

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