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Select the Appt Desk tab
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Click Book It
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Make a note of the PCP (Primary Care Provider).
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In most cases, you should be only making appointments for the PCP (Primary Care Provider). PBX does not crossbook.
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Click Add a provider
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Click PCP
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Select the Department
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Click Accept
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Select the PCP
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Click the ✓
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Click Add a visit type
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Add the Visit Type
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Click the ✓
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Click Solutions
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Book It will automatically show only the closest available appointment for the PCP.
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If the patient wishes for a different appointment then what is available, they will need to call back during business hours.
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Select the desired Appointment Time
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Read back the appointment details to the patient.
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The Appointment Date, Time, Duration
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The Doctor who the appointment is with
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The Location of the appointment
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Include any Early Arrival Reasons, Department Address, Patient Instructions
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Once the Appointment is confirmed:
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Click Schedule
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