Complete Appointment in HSRM

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

First select the “Complete 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 horizontal three dots in the top right corner and select “Additional Referral Information”

• Next, locate the appointment date that you are going to be completing in the list of appointments and click on “Booked” in the status column. Other Doctor appointments may show in the list so make sure you are only making updates to appointments that have “Zeel in Home Massage Therapy” listed as the provider. (If the date is not in the list, follow the instructions above to add the appointment to HSRM before moving on to the next step)

• The system will automatically change the first drop down to “Cancelled”, click the magnifying glass on the right to change this to “Completed” and then click “Update” in the bottom right corner.

• Lastly, navigate back to ZCC and click “Finish” to complete the task.