When first opening DCM you are in List View at 'today's date'
If any appointments/bookings have been made in 'Calendar View' for today, they will be listed here for you to view and manage
If using another 'upstream' programme for appointments and clinical examinations (e.g.: RIS, LIS, OIS or other), this list is populated automatically by those programmes. How?
The upstream application generates a HL7 message that DC reads in resulting in:
Use existing Client Record or Create New
Use existing Referrer or Create New
Create the Referral
Create the Appointment
Create the Invoice
The Appointment Status is shown by colour
Appointment Statuses can be triggered to change by an event (e.g.: invoice, receipt) or by right-clicking and selecting Change Appointment Status
Use the Calendar control on the top right-hand side to change days
Lists can be sorted ascending and descending by clicking on any heading
Press CTRL+A to select all in the list.
Press CTRL+C to copy. You can then paste to Word or Excel
Right-click to view menu options
The List View can be customised per User. How?
See Customising Grid Views Article named - The CONTROL Centre: Customising Grid Views
Double click on any Client in the list to open their record
Choose a View - Calendar
DCM accommodates scheduling/availabilities and appointments from the DCM Calendar View
If you are comfortable using Outlook, you will have no problem using the DCM calendar
The DCM Outlook Add-in can also be installed to synchronise the calendars with Outlook
You can also install Direct CONNECT for browser access
Schedules/Availabilities can be setup as well as Appointment Types and Appointment Statuses. How?
Go to Article - Setup Direct CONTROL: Appointment Types and Statuses
Go to Article - Setup Direct CONTROL: Availabilities and Schedules
The Calendar can be opened in its own window and dragged to another monitor or minimised to the Taskbar. This allows you to have the List View open to manage workflow and quickly access the calendar for managing appointments. How?
Select Show Full Screen Appointment Book on the top left-hand side
You can open as many Calendars as you wish
Select Show Layout Options to:
Choose the Appointment Status Indicator (recommended setting is Icon)
Choose the Appointment Type Indicator (recommended setting is Background)
Select the Appointment Text Details. Recommended selections and order are:
Name (Last, First)
Enter the Visible Hour Range Start (7) and End (19)
Note:These options are per device. If a user changes the preference, then another user logs into the computer, it will appear with these changes. Icon and Background are the defaults for Appointment Status Indicator and Appointment Type Indicator. When you select, it will auto save.
Choose a View - Enquiries
Enquiries can be populated manually or via a feed from a web page
To populate manually, select Add to List
Go to article - Setup Direct CONTROL: Enquiries Module, for instructions on how to setup
Search Client view
Choose a View - Search Client
Use this view to search for clients instead of having to click on Regular Tasks – Clients or pressing [Ctrl]+[O] or F2 each time.
Normally used for research or perhaps managing bad debts
List by Date Range
Choose a View - List by Date Range
Enter from Date
Enter to Date
Select Load Data
Respond Yes to the warning taking note that with many appointments, this could take some time to generate.
Use the Group and Filter feature for better views.