View Appointment Scheduler screen. View Video, 13 min. 55 sec.
Week View
Click the Week View button to open the Week View screen. If the scheduler is in the “3 Provider/1 Day” mode you will be asked to select a provider. Column header buttons in this mode display provider names and you will click one of them.
The Week View screen gives you a full seven day view with complete detail. Appointments are displayed in the same color coded block manner as seen on the regular Appointment Scheduler screen, but with a compressed format. You may click on any appointment to view complete appointment detail. Use the left and right arrow buttons at the bottom of the screen to display the next or previous week. Click the day button at the top of any column to jump directly to that day in the Appointment Scheduler.
Next Available Appointment Search
The "Next Avail" button on the Appointment Scheduler screen will open the Next Available Appointment Search Options screen. The purpose of this is to find the next available appointment. The search for an available time slot can be augmented by the following criteria:
- Specific Date Range -
When the search screen opens the date range will be set for a one month period, starting with the current schedule date. You may modify this range in the usual way by directly changing the dates or with the associated Calendar pop-up screens.
- Specific Time Range -
When the search screen opens the time range will be pre-set from 7:00 AM to 10:00 PM. This setting essentially means that time will not be considered in the search. As an example, if the patient must have an appointment time of 4:00 PM, and that appointment will be 60 minutes in length, set the From Time setting to 4:00 PM. Then set the To Time setting to 5:00 PM. This is the time slot that this patient must have. The search will find the first open 4:00 o'clock hour within the date range specified.
- Exclude Specific Days -
If the patient informs you that certain days are not possible for him or her, you may click the Day buttons labeled Exclude These Days. There are seven Day buttons (Monday through Sunday). When you click them they light up and stay lit, indicating that day will not be considered in the search. It is not necessary to click the Day buttons for your days off, for example Saturday and Sunday. Days off will automatically not be considered in the search.
- Set the Appointment Length -
You are required to indicate the length of the appointment before performing the search. You may directly type in the length or click on the pre-set minute buttons.
- Multiple Provider Search -
If you wish to extend the Next Available search beyond the currently selected provider, click the Multiple Providers button. This will pop up a window where you can select additional providers to be included in the Next Available Search.
The Next Available Search program only finds time slots that are not currently occupied by other appointments. Even though the scheduler can set as many as 3 appointments per time slot, the Next Available search finds fully open time slots only.
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