Scheduling followup appointments with questionnaires

Owned by Benjamin Nussle
Jan 04, 2023
1 min read

  1. To schedule a series of recurring appointments, schedule an appointment in PnC schedule:

    1. Within that form click Edit Recurrence.

    2. Select the first and final dates and choose a day of the week for the recurring appointments to fall on.

    3. A specific date can be chosen to end the recurrence OR the recurrence can terminate after a specific number of appointments.

  2. To ensure that these recurring appointment’s visit questionnaires cannot be completed in batch or too far in advance:

    1. PncAdmin → Visit Questionnaire

    2. Click on Questionnaire for the appointment type → Click on title

    3. Under Availability, select from the options, typically within 24 hours of appointment would be ideal in this case.

      1. This option will override system default which is configured in the PncConfig method below

  3. Alternate way of approaching this:

    1. PncConfig → OpenCommunicator

    2. Questionnaires → System default for Visit Questionnaire Availability Period

    3. Select from the radio buttons to lock a global setting.

      1. This will be overwritten by the setting on an individual questionnaire.