Rescheduling an Exam in eRAD

Purpose: This job aid provides step-by-step instructions for Contact Center agents to properly reschedule patient exams in eRAD while ensuring that all necessary documentation and details are retained or updated appropriately.

Step 1: Open the Patient Folder

1. Use the search function in eRAD to locate and open the correct Patient Folder

Step 2: Initiate the Reschedule

1. Select the exam that needs to be rescheduled.
   
2. Right-click and select Reschedule from the menu options.
   
3. The Reschedule window will populate
   NOTE: If the patient has multiple exams scheduled for the same day, a list will appear. Check the box for each exam that needs to be rescheduled.
4. Select "Reschedule" as the Reason from the dropdown list
   
5. Click [OK]
   

Step 3: Reschedule the Exam

1. The Reschedule Order tab will open and default to the Patient tab
   
   • Confirm if there have been any changes to the contact information on file
   • Request any missing contact information
2. Click on the Schedule tab to search for  new available dates and times.
   NOTE: Location may also be updated if requested.
3. Click on the Order Tab to add notes under Order Notes
   
4. Click [Schedule]
   

Step 4: Confirm New Appointment Details

• On the Schedule Summary (confirmation) page, verify the following:
  
  • Exam Type(s)
  • Updated appointment date and time
    
    
• Ask the caller if they need:
  
  • The Center address
  • The prep instructions reviewed again
  • The box next to "Prep Instructions Reviewed" should already be checked, if not, please provide prep and check the box.
    
    
• Click [Schedule] to complete
  Click [Modify] if you need to make changes to date, time, exam type, etc.

What Should Be Collected on the Order Tab During Rescheduling

• Only collect missing information. Do not re-enter data unless it was not captured originally.
• Verify and collect the following if missing:
  • Reason for Order
  • Referring Physician
  • Insurance/Payor Details

What Must Be Updated on the Order Tab When Rescheduling

• Urgency Level (if different from original)
• Order Notes
  • Include brief documentation of the reschedule and any other relevant details.

EDITED: 06/10/2025