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Appointment Search

Perform the following steps to find an appointment slot by family using the Appointment Search window.

To find an appointment slot:

  1. Select Appointment Search from the Scheduler menu.

    Note: You must have the Appointment-Appointment Search rights to be able to view the Appointment Search option.

  2. Set the date range.
  3. Set the time range.
  4. Click Patient Search.
    The Select Patient / Resp Party window opens.

    select_pat_resp_party
  5. Search for a patient using one or a combination of the following options and click Find.
  6. Select the desired patient from the list. The highlighted patient's personal details and list of family members are displayed.

    patient_search_result

    Note: Select the Same patient same day check box if the patient’s treatment requires seeing more than one provider on the same day.

  7. From the Select a Patient / Resp Party window, select the family members that require an appointment and click Select.
    The patient and the selected family members are displayed in the Selected Patients area.

    selected_patients

    Note: Click on Copy Reference Data to copy the details in the Provider / Group, Prod Type, and Length (mins) of the reference patient to the rest of the patients in the Select Patients grid.

  8. Select the following parameters in the Selected Patients grid and click Appt Search:
  9. Choose the appropriate option and click Select to modify individual appointments in the order they appear in the Search Results window or click Save to save all family appointments to the schedule in their respective time slots. Note that if the user wants to associate treatment with the appointments, then they must visit each appointment individually once the save has been completed.

    Note: You must have the Appointment-Appointment Search Select and Appointment-Appointment Search Save rights to select or save respectively in the Search Results grid.

See Also

Find Slot

Find an Appointment Slot

Find Appointment Slot By Production Type

Reserving a Slot