Creating and Saving Free Slot Searches
If you create a search for a free slot that you think you will use on a regular basis, for example, a nurse appointment in the next seven days, or an appointment with yourself in 2 weeks time, you can create and save a Free Slot search that then can be a permanent tab on your Consultation Manager - Appointments list.
To create a free slot search and save it as an additional tab:
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From Consultation Manager, with or without a patient selected, select the Appointments - Free Slot tab.
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Select View Search Parameters
, the Parameters For Search screen displays:
Remove the tick from All in the section(s) required and select from the following:
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Staff - Select all clinicians and/or clinics as required.
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Day - Select all the days to include in your search.
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Slot Type - Select the type(s) of appointments to include in your search.
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Start from Today - Select a time frame for your search.
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Session Type - Select the type of session this appointment should be part of.
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Select Save and the Save Search screen displays:
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In Enter name for Search enter a name for this search and then select OK to save.
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The 'Search details have been successfully saved' message displays, select OK.
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Now to create a tab of this search, select All Searches and the All Saved Searches screen displays.
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Highlight the search to create a tab from and select Add.
Training Tip - To see the details of the search you can simply select View. -
Select Close and Close again.
The next time you open the Appointments tab or your Appointments List, the search is added as a tab at the bottom of the screen:
in the top right corner and follow the on-screen prompts.
