When you upgrade to Patient Appointment Manager version 6.0, you’ll receive all the features introduced in
previous versions of Patient Appointment Manager, too! See the list of new features from each previous version.
New Features Introduced in Verison 5.0
NEW Windows 7 Compatibility
Be sure to keep your appointment software up and running. New version 5.0 is the ONLY version of Patient Appointment Manager and Patient Appointment Manager Pro guaranteed to work with Windows 7.
IMPROVED Find Open Time
You can now select more than one employee with the find open time tool, instead of only one or all employees. By limiting the employees you wish to search, you can find open appointment times more quickly and service your patient faster.
NEW Current Time Indicator
A current time bar is now displayed across the calendar so it's easy for you to see what time it is and upcoming appointments. If you've used Microsoft Outlook before, you know how handy this feature can be.
FASTER Appointment Scheduling
Start and end times are shown as you are scheduling an appointment. This means you'll schedule appointments at the right time the first time. No more wasted time adjusting appointments.
IMPROVED Reporting
We've added the day of the week to appointment reports so it's easier to see when a customer has had an appointment or when a patient has an appointment scheduled.
NEW Appointment Statuses
Now you can mark your appointments as "Checked-In" or "Completed." These new statuses are available in all appointment reports and are used by the new Check-In Assistant in Patient Appointment Manager Pro (see below for more information).
NEW Check-In Assistant
[Pro Edition Only]
Who's in your waiting room? When did they check in? How long have they been waiting and who are they here to see? Who's late for their appointment? The new Check-In Assistant found only in Patient Appointment Manager Pro instantly shows you and automatically updates in real time. Use this tool to check-in patient for their appointments and mark patient as completed when they're no longer in your waiting room.
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New Features Introduced in Version 4.0
IMPROVED Employee Work Schedules
Enter your employees’ work schedules to make sure appointments are only scheduled on days they’ll be working.
It’s easy to accommodate temporary or permanent changes to an employee’s work schedule, such as summer or holiday
schedules.
NEW Custom Column Widths
Adjust individual column widths to maximize the viewing of appointment information.
IMPROVED QuickBooks Integration
Instead of importing all of your patients from QuickBooks, you can choose to skip inactive patients.
IMPROVED Performance
Whether you have hundreds, or even thousands of patients, patient lists load faster
making it easier to find patients and schedule appointments.
NEW Undo Feature
Now you can undo common tasks like cut, copy and paste, as well as reset appointment lengths and
restore moved appointments.
NEW Employee Move Feature
Simply drag and drop employees to where you would like them to appear on the screen.
IMPROVED Employee Sorting
Sort employees by first name, last name or position, or create a custom sort by dragging and dropping employees.
IMPROVED Letters Publishing
Insert custom fields into your letters to create tailored marketing messages and
improve patient communications.
NEW Services Sort Option
Move services up and down in the services selection window to make picking services faster.
NEW Daily Notes
Add an note to an employee’s daily schedule. Notes can be viewed on-screen and on reports.
NEW Audit Trail
[Pro Edition Only]
Easily track changes made to appointments by individual users. See who scheduled or deleted an appointment,
made changes to appointment times, descriptions, services, and more. Only users granted administrator
rights within Patient Appointment Manager Pro can view this information.
NEW Services Summary Chart
[Pro Edition Only]
See how many appointments, or appointment hours, your employees are scheduled for each service. View this information
for any employee or all employees to see if your services mix is changing over time. Also, see where your employees
are spending most of their time.
NEW Employee Productivity Chart
[Pro Edition Only]
See how many hours your employees are scheduled versus not scheduled. View this information for any employee, or all
employees, to determine if employee productivity is increasing or decreasing over time.
NEW Appointments Summary Chart
[Pro Edition Only]
See how many appointments have been scheduled for any time frame. View this information for any employee, or all
employees, to see if your business is growing. You can also view the number of cancelled appointments or no-shows.
NEW New Patients Chart
[Pro Edition Only]
See how many new patients each of your employees, or all employees, have acquired for any time frame. Ideal for
sales contests and measuring marketing efforts.
NEW Store Patient Photos
[Pro Edition Only]
Patient photos are just a click away! Now you can quickly and easily verify patients upon check-in. Reduce your
liability and make sure you're providing the right service for the right patient.
NEW Online Appointment Requests
[Pro Edition Only]
Build a custom online appointment form for your business. The appointment form can include your company logo,
banner, color scheme, and appointment days and times. Use your appointment form's web address on business cards,
advertisements and brochures, or link to the form from your web site. All online appointment requests appear
instantly in Patient Appointment Manager Pro. You can also access appointment requests from any Internet browser
and send appointment requests to your e-mail address.
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New Features Introduced in Version 3.0
NEW E-mail Appointments to Employees (Works with PDAs)
Improve communication and efficiency when you e-mail appointment information to employees for access via any web browser or PDA.
With just a few clicks, your employees can receive up-to-date appointment information when visiting a patient site, at home or anywhere.
IMPROVED QuickBooks Synchronization
Seamlessly share patient information between Patient Appointment Manager and QuickBooks. When you add patient information in
Patient Appointment Manager, it gets added to QuickBooks (and vice versa). Launch a QuickBooks invoice right from Patient Appointment
Manager to save time.
IMPROVED Waiting list
You won't forget to squeeze a patient in an available opening with the improved waiting list. With just one click, Patient Appointment Manager 3.0 does all the work for you.
Each time you launch the waiting list you'll instantly see what appointment requests can be scheduled. All the information needed to confirm the appointment with the patient
is at your fingertips. With new date and time ranges, you can accommodate more requests and book more business. The on-screen waiting list reminds you to take action on expired
appointment requests or appointment requests due today or due tomorrow.
NEW Service Templates
Ensure you book enough time for your patients with service templates. Assign a duration and color scheme to each of your services and Patient Appointment Manger 3.0 will
automatically adjust the appointment length and color scheme to match the template. If you book more than one service for an appointment, version 3.0 will combine the durations for you.
NEW Add Holidays/Days Closed
Block off all employees schedules for holidays and days your business is closed with this feature.
NEW Options for Recurring Appointments
Schedule repeating appointments with ultimate flexibility. Use Patient Appointment Manager's custom date selection
calendar or apply scheduling patterns such as daily, weekly, or the first Monday of every month. Also, version 3.0 will
display details of appointments conflicting with the repeat appointment you are scheduling so you can take the
appropriate action.
NEW Conflicting Appointments Alert
Double bookings can waste time and frustrate patients. Turn on the warning for double bookings and
Patient Appointment Manager 3.0 will tell you when there is a conflict when you schedule or
move an appointment. If your business double books appointments, simply turn the warning feature off.
NEW On-screen Filter
Use the on-screen filter to display specified employees on the scheduling worksheet. Based on the employee position,
the on-screen filter can help you quickly see the sales department's schedules or narrow the list to only the
employees you are responsible for scheduling.
IMPROVED Print the Scheduling Worksheet
When you print a snapshot of the day view you can choose to print the screen or print one page per employee.
Now you can share what you see on the appointment scheduling worksheet or just one employee's appointment details.
NEW Services and Employee Productivity Reports
Do you know the average appointment length for services you provide the most? Is your employee productivity at an
acceptable rate? Find out the answers to these questions and more with the services summary report and the employee
productivity report.
IMPROVED Security
Keep your patient information safe with unique logins. Users can create their own username and password and
administrators can grant read-only or read-write access for each user. Each unique user's preferences, such as
background color and view options, will be saved to his/her profile.
NEW View Options
You can customize your view options in many ways. In version 3.0 you can add custom fields or display the time
intervals on the scheduling worksheet, sort the patient window by any field in the patient form, view 1 or 2
months of the on-screen calendar and more!
NEW Appointment Status Types
Four appointment status types have been added to Patient Appointment Manager 3.0. New appointments default to
the "scheduled" status but can be marked confirmed, canceled or no-show. Unique icons in the upper right hand
corner of the appointment let you know at-a-glance the appointment status. Canceled appointments will change the
text and background color so you can keep patient information but quickly see you have an opening.
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