Scheduling Override Code Maintenance

Use Scheduling Override Code Maintenance to maintain information about schedule overrides.  This includes the reasons for the overrides, override descriptions, and override occurrences tracking.  Override Codes are used to schedule appointments when you normally can't.  For example, you use an Override Code to schedule an appointment for an appointment type that is not allowed, schedule an appointment with a provider having inadequate or expired insurance coverage, or schedule an appointment with a scheduling provider whose state license is expired.

Tips:  

• You may find it handy to restrict use of Override Codes to specific operators.  For more information, see Scheduling Operator Maintenance.

• For more information about working with data in fields, see Data Entry Guidelines.

Note:  If User Scheduling Preferences are set, the master schedule displays the Override Icon next to all scheduled appointments requiring an Override.

Directions:

To see directions for...

• Opening Scheduling Override Code Maintenance, click More.

   

  • Click File Maintenance from the Menu Bar, and next click Scheduling Maintenance; then click Override Code.

  • Or, use the keyboard shortcut:  [ALT] [m] [c] [ARROW DOWN].

   

• Creating a new Scheduling Override Code Maintenance, click More.

   

  To create a new record choose one of these methods:

  • Enter the new Override Code ID and click Retrieve , or press [ENTER] if the button is in focus.
    Keyboard shortcut:  [ALT + t]

  • Or, enter the new Override Code ID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new Override Code, New  displays near the Override Code ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  Scheduling Override Code Maintenance Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Override Code ID	Enter a unique code to be assigned to this type of schedule override. (up to 8 characters) Required.
  	To update the new or changed information, click Save or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing Override Codes, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing Override Code, enter the Override Code ID and click Retrieve, or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + t]
  Description 1	Enter the full description for the Override Code. (up to 40 characters)
  Description 2	Enter an optional second line of description for the Override Code. (up to 40 characters)
  Alternate	Enter an alternate or abbreviated description to be used to search for the Override Code. (up to 8 characters)
  Note:  The following fields are display-only and can not be edited.
  Number of Occurrences MTD	Displays the number of times the Override Code has been used during the current period. (7.0 numeric)
  Number of Occurrences YTD	Displays the number of times the Override Code has been used so far this year. (7.0 numeric)
  Last Year Total Occurrences	Displays the number of times the Override Code was used last year. (7.0 numeric)
  Lifetime Total Occurrences	Displays the total number of times the Override Code has ever been used. (7.0 numeric)

   

• Editing an existing Scheduling Override Code Maintenance, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Override Code ID and click Retrieve , or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Override Code ID, you can click Search  to see a list of Override Codes.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + s]

   

• Deleting an existing Scheduling Override Code Maintenance, click More.

  1.  To display the record to be deleted, enter the Override Code ID and click Retrieve , or press [ENTER] if the button is in focus.
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Override Code ID, you can click Search  to see a list of Override Codes.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
  
  Example:
  
  
  
  Note:  After you click Proceed, you will see the following message on the Status Bar.