Creating Slot Types and Colors

Before you start scheduling, you will want appointment types. In HENO, an appointment is called a slot.

You will be able to customize these on the Schedule Tab -> Slot type:

On this screen, you can manage and create your appointment types:

To create a new slot type - you will click on the "Create" button on upper right side. 

Here will then be a pop-up that allows you to do a couple of things (See screen shot below with colors):

  • Blue - Name your slot/appointment type.
  • Orange - Enable Express -If set to checked the patient is immediately checked in and checked out. This is handy for services billed through the General Store AND when Clinical Documentation is NOT Needed.
  • Red - If Checked this slot will be flagged as an Eval Slot in the Metrics AND will allow an Eval Document to be started under Documents -> Eval.
  • There are several other options in here, such as:
    • Background Color - there are 534 colors to choose from.
    • Font Color - there are 14 colors to choose from.
    • Override Scenario Color - Scenario colors override for insurance payer types slot colors after a patient is scheduled. Checking this box stops that override for this slot type.
    • Exclude reminders - If Checked then reminders will NOT be sent for this slot type.
    • Exclude from EMR - 
      • If Checked is selected: 
        A. The slot will not be available for EMR Documentation.  
        B. The slot will not be counted against the max visits in the POC.
    • Minimum units - If you want to prompt upon Ready for Checkout that a minimum # of units have been entered for a slot type it will be specified here. Leave Blank to not use this feature.
    • Changeable - If Checked then users can change appointment details for this slot type.
    • Telehealth - You are able to mark the slot type a Telehealth appointment and be able to filter this on the schedule.
    • Printout Notes - will allow you to add a note that will go on the print out of the patient (i.e. "Please bring bathing suit" if you have aquatic and land therapy).
    • Default duration - will auto populate the length of time on the schedule if this slot type is selected.

Portal and General Store settings can also be changed for this slot type, such as which complexity patients can use this slot and if new and/or returning users can use this slot.