Using Free Slot Search

The Free Slot Search quickly finds free appointments.

1. Select the Free slot search button.
2. The selection of free appointments display, any existing filter settings are maintained.
   

   Refine the results by:

   • Search by duration
   • Edit filters
     See - Apply or Edit Filters.
   • AM or PM view
   • Use the arrows to display additional appointments, or select an alternate date

   

   Note - There are 3 different view options, these are defined in preferences.
3. Select a slot to book an appointment.

   

   The booking form displays.
4. Enter the patients Surname and / or Date of Birth into the Patient / booking name box, select search.
   

   

   
   
Patient Search Criteria

• Surname
• Surname, Forename
  Note - You must include a comma between surname and forename.
• Surname Date of Birth (full or partial)
• Date of Birth Full
• Surname, forename Date of Birth (full or partial)

The full date of birth can be typed as:

• DDMMYYYY (e.g. 09121980)
• DDMMMYYYY (e.g. 09DEC1980)

The partial date of birth can be typed as:

• YYYY (1980)
• MMYYYY (091980)
• MMMYYYY (DEC1980)
5. Select the patient from the results.
   The booking form updates.
6. Complete the Booking Form.



Booking Form Options

• Change the appointment duration
• Change the slot type
• Add Appointment comments
• View / update the Patient related notes. See - Patient View - Patient Notes.
• View Appointment warnings. See - Patient Warnings.
• View future and previous appointment status

  

  Select the icons for further information
  • DNA's in the last 6 Months
  • Cancelled appointments
  • Attended appointments
  • Future Appointments

  The time period for the appointment history is set in preferences. See - Preferences - Patient Data.

7. Press Save to book the appointment.
8. A message displays confirming the booking.