Quick Search

The Session and Day view have the Quick Search option. This returns a random selection of free slots throughout today, and a free slot count for today and subsequent days.

1. Select the Quick Search button.
2. The selection of appointments display.
   Use the arrows to display additional appointments, or select an alternate date.
   

   

3. Select a slot to book an appointment.
4. The booking form displays.
5. 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)
6. Select the patient from the results.
   

   

7. The booking form displays. You have the following 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.

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

10. Filters can also be applied to the views. See - Applying Filters.