Appointment Slot Finder

If you have appointment slots created for your Schedule, an open appointment slot can easily be located by using the Search Slots feature within a New Appointment. If you are not familiar with appointment slots, access the article, "What are appointment slots?" for more information. 

Instructions

1. Access Schedule.
2. Click the '+ Appointment' button.
3. In the New Appointment window, input the patient name into the Patient field, using Patient Search guidelines. 
4. Click the Search Patients icon.
5. In the Select a Patient modal, click the line item of the patient.
6. In the Appt Slot field, click 'Search Slots.'
7. In the Appointment Slot Search modal, complete the required fields, e.g., Type. Note: If slots do not display, you may need to complete fields that are not required, such as Employee or Role.
8. Click 'Search.'
9. Within the Available Slots section, select the appointment within the grid.
   • If you have checked the box for Day/Time preferences, the patient's day and time information as indicated in the Preferences component of the patient's file display. 
   • The Available Slots that meet the patient's Preferences display.
   • See Example
10. Complete any of the remaining fields. 
    • Slot Selected displays within the New Appointment window, in the Appt Slot field. See Example
    • The appointment slot displays 
11. Click 'Create.'