ESM

Enterprise Scheduling Management (ESM)

Login and Preferences

• Navigating ESM (Guide, pdf.)
• Customising ESM Preferences (Guide, pdf.)

Referral and Request Management

• Actioning request list cancellation (Guide, pdf.)
• Add a NRFC period to a request (Guide, pdf.)
• Adding continuation referrals and updating appointments (Guide, pdf.)
• Change appointment type andor location on a request (Guide, pdf.)
• Earliest Date Field (Guide, pdf.)
• Enter new referral (Guide, pdf.)
• Modify request or appointment details (Guide, pdf.)
• Redirection of referrals to another service (Guide, pdf.)
• Referral expiry dates (Guide, pdf.)
• Request list and appointment search (Guide, pdf.)
• Restoring migrated open referral info from HBCIS (Guide, pdf.)
• Subsequent Referral (Guide, pdf.)

Appointment Scheduling and Management

• Action a did not wait (DNW) (Guide, pdf.)
• Action a no show (FTA) (Guide, pdf.)
• Action check in and check out (Guide, pdf.)
• Cancel an appointment (Guide, pdf.)
• Change appointment type andor location on an appointment (Guide, pdf.)
• Copying appointments to schedule multiple appointments (Guide, pdf.)
• Correct a patient-resource mismatch error (Guide, pdf.)
• Encounter Management (Guide, pdf.)
• Linking appointments (Guide, pdf.)
• Matching chargeable status payment class and funding source (Guide, pdf.)
• Powerchart schedule view (Guide, pdf.)
• Reschedule an appointment (Guide, pdf.)
• Schedule a series of recurring appointments (Guide, pdf.)
• Scheduling a chart review appointment (Guide, pdf.)
• Scheduling inpatient appointments (Guide, pdf.)
• Scheduling new appointments from a request list (Guide, pdf.)
• Scheduling overbooking appointments (Guide, pdf.)
• Scheduling review appointments (Guide, pdf.)
• Scheduling walk-in and retrospective appointments (Guide, pdf.)
• Shuffle swap and batch reschedule appointments (Guide, pdf.)

Resource and Slot Management

• Add comments for resources, person and slots (Guide, pdf.)
• Add or remove clinics or slots (Guide, pdf.)
• Add unavailable appointments (Guide, pdf.)

Correspondence and Reports

• Print administrative letters (Guide, pdf.)
• Print Available Slot List (Guide, pdf.)
• Print Batch Letters from discern explorer menu (Guide, pdf.)
• Print daily appointment lists (Guide, pdf.)
• Print daily schedule report for clinic preparation (Guide, pdf.)
• Print reports from discern explorer menu (Guide, pdf.)
• View documentation in ieMR (Guide, pdf.)

ESM Request Forms

• Request for ESM Clinic Template Maintenance (Form, pdf.)
• Request for New or Amended Ambulatory Location (Form, pdf.)
• Request for New or Modified ESM Configuration (Form, pdf.)
• Request to close ESM Clinic or Deactivate a Resource (Form, pdf.)

ESM Resources

• ESM SurgiNet Appointment CCC Tier2 Mapping (Factsheet, excel.)