Sometims a patient who is initially scheduled to see a provider subsequently needs to be seen by another provider that day instead, and there are several ways to handle this depending the status of the encounter.
If there is no document yet generated, then the receptionists should use the MPM software to cancel the original appointment and make a new appointment with the new provider. Do not transfer the patient, as this does not work appropriately. It may also take some time for this change to filter through to the PWM software.
If a document has been generated, then the nurse or the original provider can and should go into the document and change the author of the document. This will move the patient from the original provider's Practice List to the new provider's Practice List, and the documentation can continue as needed. Then inform the receptionist so the appropriate changes are made to the MPM software, as the changes made in PWM will not be reflected back to the MPM software, and an appropriate ticket may not be generated. See here for how to change the author.
Alternatively, the new provider can cover for the original provider to gain access to the chart and then change the author to the new provider. Again, be sure to inform the receptionist to allow the changes to be made to the MPM software to allow for appropriate ticket generation. Changes made to the PWM software will not reflect back to the MPM software.
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