Add Appointment to HSRM

To add an appointment you will need to use both ZCC and HSRM 

• First select the “Add Appointment to HSRM”  task you will be completing in ZCC. Through the Task grid, you can search a referral number in the top right corner to pull up all tasks for that individual patient. Or you can modify the search parameters further by clicking the icon on the left side.

• When you click on the task in ZCC, the appointment information will pop up. Copy the referral number and navigate to HSRM to look up the referral: First select the region from the main page, then click the three lines in the top left corner and select “Find Referrals”, paste the referral number in the first section labeled “referral number” and click “Find” in the bottom right corner. Then click on the referral.

• Now click the vertical three dots in the top right corner and under “options” select “Record Appointment” 

• Next you will click the magnifying glass next to “Appointment for” and select “Up to twelve (12) visits for Massage Therapy…” This is generally the only option in that list.

• Then you will need to switch back to ZCC to get the appointment date and time, then navigate back to HSRM to add this into the “Date” and “Time” boxes.

• First appointment only: For the section that says: “Did the Veteran self-schedule their appointment or independently request this specific appointment date?”, select “Yes”

• Then switch back to ZCC to copy the Appointment ID number at the top of the task pop up, and add this into the notes section in HSRM.

• Lastly, click Update in the bottom right hand corner of HSRM to add the appointment. Then switch back to ZCC and click on “Finish” to complete the task.

First appointment only: Before clicking “Finish” to complete the task in ZCC, there will be a spot to add the new expiration date. This can be found in HSRM at the top in the middle column next to “Referral Expiration Date”. Once this is added into ZCC click on “Finish” to complete the task.