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Grouping COVID-19 patients in the appointment book

If your practice is required to manage a significant number of patients related to COVID-19, you may wish to differentiate these patients in the appointment book as a group so they can be managed separately to your regular patients. Best Practice Software suggest two possible ways to do this: creating a 'resource' user and book all patients against that user, or creating a dedicated 'COVID-19' location and booking all patients into that location.

Which appointment types are available?

The Appointment types Telehealth Consult and Telephone Consult are available when booking telehealth or telephone consultations. The suggested workflows below are suitable for both telehealth and telephone consults.

Appointment Type Options for telehealth consults

Create a user to book patients against

This is the simplest method.

  1. Create a user with an indicative Name, Category 'Resource', and the Has appointments options ticked, so that appointments can be booked against that user. The 'Resource' category has access to only a bare minimum of Bp Premier functionality; selecting this category will help prevent the user being used for anything else.
  2. COVID resource user

  3. Book all COVID-19 patients against that user. All appointments will appear in that user's column in the appointment book.
  4. Book against resource user

  5. Any doctor can start a consult with the patients in the 'COVID' column of the appointment book. The doctor performs the local or Telehealth consult as normal. However, at finalisation, the doctor must remember to click Yes when prompted to move the appointment.
  6. Move to doctor prompt

  7. This will set the correct doctor to bill against in the Account details. Process the account and payment as normal.

Create a location to book patients against

This method gives a practice more options for reporting by location. However, it requires more initial setup, as providers need to be assigned to the new location with a provider number.

IMPORTANT  For practices with multiple locations and Minor IDs, staff who create the invoice for the consultations using this method MUST remember to reset the location in the Account Details screen from the 'COVID19' location to the actual location the provider was in. This will prevent items being rejected by Medicare.

    Set up locations and Waiting room

  1. In SetupConfigurationAppointments, ensure the Allow patients to be added directly to Waiting Room and Allow patients to be added to Waiting Room for 'Any doctor' options are ticked.
  2. Waiting room options to tick

  3. Create a new practice location called 'COVID19' or similar. You do not need to provide any details apart from an address.
  4. For each provider who may treat patients in this group, add the location in the User Details. Click Set to add the provider number for this location. The provider number you enter here is the number associated with the physical location the consult was performed at.
  5. Add COVID location to provider

    Add patients to COVID19 location in waiting room

  6. From the Waiting Room, click Add to waiting room. In the 'Any doctor' top row, set the Location to the COVID19 location just created.
  7. Add patients to any doctor in waiting room

  8. Search for or create the patient you want to add to the waiting room and click Book appointment. The patient will be added to the waiting room.
  9. Doctor performs the consult

  10. From the Waiting room, the doctor should set the Provider filter to 'Any doctor' to see waiting patients. Select a patient and start the visit.
  11. Set waiting room to any doctor

  12. The doctor should finalise the visit as normal, using the new Telehealth MBS items if appropriate.
  13. NOTE  To see their regular patients, doctors just need to switch the Provider dropdown in their waiting room back to their own name.

    Create the invoice

  14. From the Waiting room, staff who manage accounts and payment should set the Provider filter to the provider in question, and tick the Include 'With doctor' and 'At billing' option to show patients just seen by a doctor. Patients just seen will be shown in green.
  15. Waiting room after the visit with doctor

  16. Create the account for the visit from the Appointment book as normal. (You can also create the account from the waiting room if your practice does this.)
  17. IMPORTANT  For practices with multiple locations and Minor IDs, you must set the Location in the Account details screen to the location of the doctor for the visit BEFORE you save the account details.

    Change location in account details

Reporting by location

If your practice wishes to group invoice and payment totals for the Coronavirus location, you could keep the Location in the Account details screen unchanged. However, this may make paying your doctors more difficult, depending on the provider disbursement reports you use to pay your doctors.