Search for Patient/Available Appointments

Search for Patient/Available Appointments


Search for a Patient's Appointments

  1. Use the Search tab to find a Patient's Appointments.
  2. To find the Patient:
  • Use the Lookup icon;
  • Double click in the Patient field; or
  • With your cursor in the Patient field, use the Home key on your keyboard.
  1. Click the Appointment date to navigate to one of the Appointments.
  • All Appointments for today and in the future will be listed.
  • It does not look for old Appointments before the current date.


Search for Available Appointments

Use the Search tab to find available Appointment Slots.



Availability Panel

  1. Patient: If the Patient is selected, the Appointment will auto-populate with the Patient.

  2. Reset: Use the Reset link to clear the content in the Availability panel.

  3. If the Resource, Facility, and/or Type is selected, the Search will be limited to the selections. If left as All, the Search will pull all Appointment Types for all Resources and Facilities.

  4. Time Range: Optional

  • Selecting Morning or Afternoon auto-populates with your Morning hours or Afternoon hours.

  • To use a custom Time Range, enter the beginning time dash (-) the end time and Tab.

    • Examples:

      • Enter 9-11 and Tab. Result: 9:00AM-11:00AM

      • Enter 9:15-12 and Tab: Result 9:15AM-12:00PM

  • To use a combination of each, choose Morning and then click in the Time Range field again and enter a custom afternoon time.

  • If you select the time pop-up with your mouse instead of using the Tab key, you will need to click in the Time Range field to enter an additional time.

  1. Duration: This defaults to the shortest Appointment time unless the Appointment Type is chosen which will then default to the duration that was setup for that Type.

  1. Date From/Date To: Defaults for a year's time span.

    • This can be changed to the dates needed for the search.

  1. Choose the Days of the Week that the patient can come for the Appointment.

  1. Formatted Slots Only: This defaults to checked. You only want to look for days that are formatted to schedule Appointments.

  2. Ignore Appointment Rules: If you want to search for Available Appointments regardless of the Appointment Rules that have been set up, check this box.

  3. Results: Increments from 10 to 100 can be chosen.

    • Example: If you chose 100, the search would pull the next 100 available Appointment Slots.

  4. Select the List Results button.

 


Available Appointments

If Appointment Rules are being used, a person is required on a scheduled appointment for it to count toward the Max Appointment count when searching for available Appointments.

  • Block Appointments will be excluded.
  • Master Group Appointments will be excluded.


Results for Available Appointments

  • A list of available Appointments displays.
  • Choose a Time link to display the Add Appointment screen to schedule the Appointment.
  • Select the Date link to display the Calendar for that day.
  • Close the Search screen to choose a slot from the Calendar.





Add to Wait List from Availability Screen

Select the link above for documentation on the Wait List.



Learn More

  1. Add to the Wait List from the Lookup Appointment Screen



    • Related Articles

    • Group Appointments

      Add/Edit/Reschedule Group Appointments Book Group Appointments Click the Slot for the appointment. Choose Group from the dropdown list. Choose the Group appointment. Appointment Type is auto-filled by the Group selected. The Selected Group area ...

    • Add an Appointment

      Add an Appointment Prevent Creation of Simultaneous Appointments in the Same Slot To prevent Users from creating Appointments in the same slot, the System displays this message: Warning? User XXX is also editing this slot. Add an Appointment to the ...

    • Patient Search

      Search for patients and access patient information on the Patient Dashboard. You have three options to look up a patient: Click Patient to open the Find Patient/Guarantor screen. Click the Patient icon on the top right. Enter a navigation shortcut ...

    • Patient Appointment Panel on the Patient Dashboard

      Patient Appointment Panel on the Patient Dashboard The Patient Appointment Panel, by default, only shows a few Appointments. To see all Appointments that have been scheduled for a Patient, select the Plus symbol (+). The Appointments are listed in ...

    • Global Patient Search

      Billing services often have multiple Databases where the same Patients are seen, or when patients call, they do not know the Practice or Provider name. To make the search more efficient, the Global Search checkbox can be used to search for ...