Patient Appointment Schedules

Check a patient's recorded appointment schedule.

Procedure

  1. To open the Appointment module, either:
    • Click Appointment Book.
    • Select Waiting Room > Appointment Book.
  2. If your practice has multiple Appointment Books, select the Appointment Book that includes the patient's appointments.
  3. In the date/time matrix, click the time slot in which you want to schedule an appointment, or click-and drag across multiple time slots to schedule a longer appointment.
  4. Enter the patient's surname, comma, first name (or part of), or the first name and surname without commas. Alternatively, you can also search for patients by using the patient's Chart Number field. To search for a chart number, use the format [x] where x equals the chart number. For example, if you enter Andrews, Jennifer [123a], this could be returned:
    Example search result, showing patient Jennifer Andrews in the Select Patient window
  5. Press Enter.
  6. If there is more than one matching patient or no patient is located, the Select Patient window appears. Select the patient.
  7. Click Show Appointments.

Results

The appointments for the selected patient are displayed.