Merge - Schedule Exam 

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

1. Search for and select patient in Merge
2. Start on the Schedule Tab:
   
3. Complete the following fields:
   • Physician
   • 
   • Location
   • 
   • Insurances - Hover over listed insurance to view policy and group numbers
     NOTE: Can also Add, Edit and Inactivate insurance
     
   • Appointment Reason - DO NOT LIST TYPE OF EXAM HERE, MUST BE REASON FOR THE EXAM
     
   • Exam Code/Description
     NOTE: Double-click on the exam type to add it to the Selected Exams section
     
4. Once all fields have been completed, click FIND
   
5. Patient Information: Questionnaire will display - Ask patient the questions and make selection accordingly, then click COMPLETE
   
6. 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
     
7. Drag and drop the exam to the requested date and time slot, then click SCHEDULE
   
8. The Schedule: Confirmation window will populate
   
9. Provide appointment confirmation
   • Date, time and location of appointment(s) - Offer Center address
   • Provide all prep instructions
   • Advise patient to bring their photo ID, insurance card(s) and their written order
10. Add Notes/Comments by clicking on the Comments icon located in the lower left-hand corner of the screen
    
11. 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
    
12. If necessary Add/Remove patient flags by clicking on the Patient Flag icon
    
13. Click COMPLETE to finish scheduling
    
14. The Schedule Tab will display again, with the scheduled appointment showing
    

EDITED: 03/07/2022