VIDEO: Enterprise Tips: Appointment Search

Along with the drag and drop feature of booking an appointment you also have the ability to do an appointment search. This appointment search feature filters the diary and makes finding an appointment for the patient quicker.

First, search for the patients name in the diary search. Now right click their name and select “appointment search”.

This adds an extra column to the left hand side of the diary. From here you can filter the appointments presented to an individual optom if the patients requests to see an particular member of the team.

Then select the appointment type. This then presents you with the month and the number of appointments available that month, we then get the days the appointments are available and again the number of appointments that day that are free.

Finally after selecting the day you get the available times that day.

Clicking the tick will book the patient into that slot and bring up the appointment confirmation window.

Should you need to go back a stage at any point you can press the “go back” button to go back a filter.

This feature is particularly useful for busy clinics to save having to scroll through the diary to find the next available appointment.