There needs to be an efficient simple way to schedule a new patient while also adding the basic information that is required to create the patient record at the same time. This process also needs to be flexible to allow the flow to conform to the phone scripting of the individual clinic. Some clinics would get a time that works, AND THEN add the additional information. Others may gather the information and the last thing they would do would be to choose a time on the schedule.
Add icon in the top right to create a New Patient (this would have them enter info first and then choose the day and time)
Don't add the Quick form selector shown
Add another field at the bottom for Visit Type and default it to NP
An appointment would be added to the top of the Schedule Queue, with NP visit type shown as Visit Type
Drag the new appointment to the appropriate provider time slow and drop. Don't show the whole card while dragging as it would be difficult to hit the right appointment time, just show a very small document icon being drug across and dropped.
(Option 2) Choose Time First Then Add Information
The other possibility is if they get the appointment set up first and then add the information. In that case they would choose the time from the schedule by double clicking appointment slot...
At this point, the system doesn't know if its an existing or new patient so it would open the patient search box with the most recently used accounts visible.
Since this is a new patient they would select the new patient icon in the top right of the modal
The above modal is exactly the same (visit type would have been an NP) Visit type should have been shown above in this modal as well but defaulted to NP.
Scheduling Existing Patients
The only difference in scheduling an existing patient is first the patient would be chosen (or searched for) from the following modal after clicking the time
Then choose a visit type and schedule
