Searching Appointments

Search for recorded appointments.

About this task

You can search:

Procedure

To search appointments:
  1. Open the Appointment module. Either:
    • Click Appointment Book.
    • Select Waiting Room > Appointment Book.
  2. If your practice uses multiple Appointment Books, select the Appointment Book you want to search. (Later, you can select an option to search all Appointment Books if you want to.)
  3. (Optional) Click an existing appointment. This automatically copies the appointment details into the Find Appointment window.
  4. Either select Appointment > Find Appointment, or press F2.
  5. In the Find Appointment window, enter the details for the search.
    Date range
    The dates within which you want to search for an appointment.
    Search For
    The patient's name, or part of their name, or other text you want to search for.
    Tip:
    If the patient is present and you have their Medicare card, you can swipe it now so you don't have to type their name manually.
    Appointment Type
    The type of appointment, for example, Vaccination.
    Linked patient appointment
    Search for an appointment linked to this patient.
    All appointment books
    Search in all your practice's Appointment Books (if you use multiple Appointment Books). Searching all Appointment Books can take a few minutes.
    Appointment text
    Search for keywords in the appointment text.
    Delete reason
    If you want to search for deleted appointments, enter some text to search for.
  6. Click Search.
    • If there is more than one matching patient, select the patient from the list in the Select Patient window.
    • If this is a new patient, in the Select Patient window, click New to create a new patient record.

Results

The Search Results section displays any matching appointments.

What to do next

To jump to an appointment in the Appointment Book, right-click it and select Go To Appointment.