Scheduler – CureWiki

Expanded Appointment Comments Limit to 2,000 Characters

The Scheduler has been enhanced to support longer appointment comments, increasing the maximum character limit from 500 to 2,000 characters across supported appointment workflows.

This enhancement allows front-desk, scheduling, and pre-certification staff to document more detailed patient conversations, scheduling instructions, and authorization information without running out of space.

The updated character counter also provides visibility into the remaining available characters, while improved comment handling helps preserve previously entered information when appointments are rescheduled or their statuses are updated.

Location-Based Access Restriction for Patient Demographics from Scheduler

The Scheduler workflow has been enhanced to enforce existing location-based patient access restrictions when users attempt to open Patient Demographics.

When location-based restrictions are enabled, users may continue to see the patient within the Scheduler as permitted by their existing workflow. However, if the patient belongs to a location outside the user's authorized location access, the system prevents the user from opening the patient's Demographics and displays an access denied prompt.

Access Patient Profile from Scheduler > Status

This enhancement provides direct access to Patient Demographics from the Scheduler Status appointment list. Users can now select a patient's name from the Patient column to open the corresponding Patient Profile, reducing the need to manually search for the patient elsewhere in CureMD.

Configurable Appointment Status Colors on the Scheduler Day Summary

This enhancement introduces customizable appointment status colors within the Scheduler Day Summary. When the Status Color on Appointments preference is enabled, users can select and save individual colors for appointment statuses, which are then reflected on corresponding appointment tiles across supported Scheduler views.

Real-Time Alert for Missing Patient Contact Information During Appointment Scheduling

This enhancement introduces a real-time, non-blocking alert during appointment scheduling when a patient is missing a mobile phone number, email address, or both. The alert helps staff identify incomplete contact information and, where supported, provides a direct option to open the patient's profile and update the missing details before completing the appointment.

Enhanced Guest Participant Invitations for Telemedicine Appointments

This enhancement simplifies the Guest Participant invitation workflow for Telemedicine Appointments by allowing users to invite external participants using an email address, mobile number, or both. The workflow no longer requires users to select a preferred invitation method, while ensuring that at least one valid contact method is provided before the guest can be added.

Print Letter Templates from Scheduler Check-In

This enhancement allows users to generate and print configured Letter Templates directly from the Scheduler Check-In screen. Users can select a Letter Template, preview the generated document, and print it without navigating away from the Check-In workflow, providing quicker access to commonly used patient documents.

Diagnoses Review and Attestation

This enhancement introduces a structured review and attestation workflow for patient diagnoses. Providers can now review diagnoses from the Current, Past, or All tabs, access a detailed history of completed reviews, and view the latest review information directly within the Diagnoses section of the SOAP Provider Note.

Search Available Appointments in Extended Multiple View

This enhancement introduces Search Appointments within the Extended Multiple View Scheduler, allowing front desk staff to quickly locate available appointment slots across multiple providers, resources, and locations. The search uses the selected Saved View to automatically populate scheduling criteria and presents available slots in an organized view while continuing to follow existing scheduling and availability rules.

Automated New vs. Established Patient Type Suggestions in Scheduling

This enhancement introduces a Patient Type field across scheduling workflows that automatically suggests whether a patient should be classified as New Patient or Established Patient based on qualifying encounter history and provider specialty. The suggested classification is clearly identified while allowing schedulers to manually override it at any time.

Expanded Appointment Comments Limit to 2,000 Characters

Location-Based Access Restriction for Patient Demographics from Scheduler

Access Patient Profile from Scheduler > Status

Configurable Appointment Status Colors on the Scheduler Day Summary

Real-Time Alert for Missing Patient Contact Information During Appointment Scheduling

Enhanced Guest Participant Invitations for Telemedicine Appointments

Print Letter Templates from Scheduler Check-In

Diagnoses Review and Attestation

Search Available Appointments in Extended Multiple View

Automated New vs. Established Patient Type Suggestions in Scheduling

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