Return to Welcome page

Full Scheduling Learning Path

If you require Full Scheduling Access to PHS, as directed by your Manager or Supervisor, please complete the topics listed below including the quiz. 

Attend an Optional PHS Workshop (after Course Completion)

After completing the course, the final quiz, and submitting the course completion form, learners have the option to attend a virtual, facilitated workshop. These sessions will not re-teach concepts from the eLearning course. These sessions are intended to support anyone with questions and to provide the opportunity to practice using PHS. Attendance to this virtual workshop is not required for access to PHS.  Please refer to the PHS Workshop Schedule for dates and times.

·         Full scheduling duties require scheduling and editing appointments, running reports and blocking a practitioner’s schedule.

·         Key scheduling topics also include demonstration videos. There is a practice module for the Direct Scheduling topic.

·         Find the answers to the quiz questions in the topics below.

·         Upon successful completion of the quiz, a course completion form will appear.

·        The Enterprise Scheduling (ES) Team will grant access to PHS within 24-48 business hours after the successful completion of the quiz.

·        This course should take approximately 2 hours to complete.

·         Full Scheduling Required Topics

·         Full Scheduling Optional Topics

·         Full Scheduling Course Completion

Full Scheduling Required Topics

PHS Basics

1.    How PHS Works

2.    PHS Terminology

Appointment Book Features

3.    Appointment Book Overview

4.    Right Click Menu Overview

5.    Patient Info Available on the Appointment

6.    Appointment Overbookings

Finding Appointments

7.    The Find Menu Overview

8.    Finding Appointments

Basic Scheduling - Single Appointments

9.    The Patient Scheduling Screen Overview

10.  Patient Types and Insurance Options in PHS

11.  Direct Scheduling

12.  Scheduling Using the New Button

13.  Handling a Scheduling Conflict

14.  Visit Activation

Scheduling Multiple Appointments

15.  Copying Appointments

Telehealth Virtual Care Appointments

16.  Telehealth Virtual Care Appointments 

Rescheduling, Editing & Cancelling Appointments

17.  Rescheduling Single Appointments

18.  Editing Single Appointments

19.  Cancelling Single Appointments

20.  Rescheduling, Editing & Cancelling Multiple Appointments 

Generating Reports

21.  Report Terminology and Report Types

22.  Generating a Report

23.  Common Reports

Creating Blocks

24.  Block Overview

25.  Creating Single Blocks

PHS Tips & Best Practices

26.  PHS Tips for Efficient Scheduling

27.  PHS Best Practices & Data Quality

Back to Top

Full Scheduling Optional Topics

Scheduling Multiple Appointments

28.  Cyclical Appointments 

Creating Blocks

30.  Creating Multiple Blocks 

Back to Top

Full Scheduling Course Completion

31.  Quiz & course completion form (opens in a new window)

32. Optional:  Attend a virtual, facilitated workshop to have any questions answered and to practice using PHS. Please refer to the PHS Workshop Schedule for dates and times.

Back to Top

Return to Welcome page