Merge - Schedule from Order 

The purpose of this document is to provide instructions for scheduling an ordered exam through the Merge RIS system.

1. From the Schedule Tab, search for and select patient in Merge
2. Select/highlight the Order accession in Merge to begin scheduling from the order
   
3. Click SCHEDULE
   
4. The Order Details window will populate
   • Confirm the type of exam and the name and location of the referring physician
   • Select the location where the patient would like to schedule
     NOTE: To confirm the location of the referring physician, click the arrow just to the right of that field. The Order: Physician Search window will populate, displaying the options for that specific physician. Please confirm with patient and make the correct selection.
     
5. Click SCHEDULE
   
6. Any related Exam Warnings and/or Questionnaires will display. Provide all necessary exam warning information and/or complete the required questionnaire
7. The Schedule: Appointment Book window will populate
   • Use the arrows on either side of the date to move forward or backward by one day
     
   •  Use the calendar icon to jump to a specific date - NOTE: Single arrow on either side of "Today" will move calendar back or forward by one month, double arrow will move calendar back or forward by one year
     
8. Drag and drop the exam to the requested date and time slot, then click SCHEDULE
   
9. The Schedule: Confirmation window will populate
   
10. Add Insurance under the Patient Policies section, hover over listed insurance to view policy and group numbers
    NOTE: Can also Add, Edit and Inactivate insurance
    
11. Provide appointment confirmation
    • Date, time and location of appointment(s) - Offer Center address
    • Provide all prep instructions
    • Advise patient to bring their photo ID and insurance card(s)
12. Add Notes/Comments by clicking on the Comments icon located in the lower left-hand corner of the screen
    
13. The Patient Files: Comments window will populate - Add notes to the Comment Text field and click ADD
    Confirm notes were added to the bottom portion of the screen and click CLOSE
    
14. Add Electronic Order Flag by clicking the Patient Flag icon on the lower, right-hand corner of the screen
     
15. Click COMPLETE
    
16. The Schedule: Confirmation window will display again, click COMPLETE to finish scheduling
    
17. The Schedule Tab will display again, with the Ordered exam now showing as scheduled
    

EDITED: 03/07/2022