Scheduling follow up appointments

This article describes how to schedule a follow-up appointment with your patient using AMD during the session with your patient. It provides a video and step-by-step guide for scheduling follow up appointments in AMD.

Video demonstration

Best Practices

The expectation at Rula is that providers schedule follow up visits in session with the patient.

Scheduling a follow-up appointment during the session ensures continuity of care by allowing you and the patient to collaboratively select a time that works best, reducing the risk of delays in treatment, missed appointments and/or lapses in medication coverage.

Guided steps

How to Schedule Follow-Up Visits for Your Patients During a Session

1. Schedule During the Session: While still in your AMD session with the patient, schedule the follow-up appointment live before ending the visit.
2. Access the Scheduler:
   • Click the Home button in AMD.
   • Select Scheduler from the dropdown menu.
     
      
     
     
3. Check Calendar Availability:
   • Navigate to the desired date and time on your calendar to confirm availability.
4. Select the Follow-Up Slot:
   • Locate and click the Follow-Up Visit Online Scheduling Hold (purple).
     
     

5. Search for the Patient:
   • Use the patient’s AMD chart number to search and confirm their identity.
   • *The chart number can be found in the Patient Demographics section of the chart.
   • Alternatively, you can search using the patient’s last name, first name. However, you must verify the patient’s date of birth first and then confirm that the chart number matches.
     
     

6. Confirm Appointment Details:
   • Verify that the start and end times for the appointment are correct.
7. Save the Appointment:
   • Click Save to complete the booking.
8. Confirmation of booking success: 
   • The newly scheduled follow-up appointment will appear over the calendar hold and on the patient’s timeline in AMD. 
     
     

Scheduling the follow-up visit live during the session ensures the patient leaves with clarity about their next appointment, reduces the likelihood of scheduling errors, and fosters better continuity of care. This is considered best practice to support the therapeutic relationship and maintain patient engagement in their treatment plan.

*There may be rare exceptions where it is not possible to schedule the follow up visit live in session with the patient (technology issues, time constraints). In these rare cases you can advise the patient to self schedule in the Rula Patient Portal. Note: This should be a very rare occurrence.

Updated December 19, 2024 17:55