Automated appointment finder

Finding available appointments

Save time searching the schedule manually by using the ‘Find’ button.

1. Click find on the toolbar.
2. Enter the practitioner, type of booking, preferred times, and days of the week.
   
3. Enter the length of open slots you are looking for, e.g. 1 hour, in the time gap field.
   
4. Click search, the list of appointments will appear.
   
5. Double click an appointment date and time, the schedule will open that date.
   
1. Or highlight the appointment date and time, click ‘go to’, that day’s schedule will open.
   
6. Drag and drop the patient from the shuttle bay into that time slot.
   

Booking back-to-back appointments with multiple providers

Use the Multi find feature to save time opening multiple schedules side by side and manually search for a day that has available time slots. For example, booking a patient with the nurse followed by the doctor.

            1.       Click Multi find on the toolbar.

            2.       Select the practitioner to see the patient first, find the appointment type as well.

            3.       Select the second practitioner to see the patient, find the appointment type for them as well.

            4.       Decide if the appointments should be at the same time or back-to-back.

            5.       If back-to-back, add in a maximum wait time between appointments. (Defaults to 15 mins).

            6.       Click find.

            7.       Highlight the option that works for the patient.

            8.       Click book.

            9.       Click yes.

            10.       The appointment detail window for the first appointment will open. Make edits as necessary (such as a note).

            11.       Click ok.

Both appointments have now been booked back-to-back.

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