Search for Patient/Available Appointments
Search for a Patient's Appointments
- Use the Search tab to find a Patient's Appointments.
- 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.
- 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
Patient: If the Patient is selected, the Appointment will auto-populate with the Patient.
Reset: Use the Reset link to clear the content in the Availability panel.
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.
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.
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.
Date From/Date To: Defaults for a year's time span.
This can be changed to the dates needed for the search.
Choose the Days of the Week that the patient can come for the Appointment.
Formatted Slots Only: This defaults to checked. You only want to look for days that are formatted to schedule Appointments.
Ignore Appointment Rules: If you want to search for Available Appointments regardless of the Appointment Rules that have been set up, check this box.
Results: Increments from 10 to 100 can be chosen.
Example: If you chose 100, the search would pull the next 100 available Appointment Slots.
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
