Manage Patient/Family Appointments

Depending on your configuration, you can view and manage a patient’s appointments from one of two windows:

  • Patient Appointments window: This allows you to view and manage only the selected patient’s appointments.

  • Family Appointments window: This allows you to view and manage the selected patient’s appointments as well as any appointments for family members that also attend your institution.

Tip: The window is managed from the Scheduler Options window > Patient/Family Appointments Window section > Mode field.

You can access the Patient Appointments or Family Appointments window from several places in the Scheduler.

To manage patient/family appointments:

  1. Open the Scheduler module and click the Select Patient () icon to display the Select Patient window.

  2. Search for and select a patient to display the Patient Appointments or Family Appointments window.

    3. Tip: You can also access the window from several other places in the Scheduler. If working on the Active tab, right-click an appointment and select Patient Appointments or Family Appointments. If working on the Pending tab, right-click the appointment and select Patient Appointments… or Family Appointments….

  3. Review the list as necessary.

  4. To perform another task, complete one of the following:

    1. Select a listed appointment and click Go To.

      2. If the appointment is pending, it displays on the Pending tab.

      If the appointment is active, it displays on the Active tab.

    2. Review the appointment as necessary.

    1. Click Make New… to display the New Appointment window.

    2. Complete the fields as necessary and click Accept.

    1. Click New Planned… to display the New Planned Appointment window.

    2. Complete the fields as necessary and click Accept.

    1. Click Planning… to display the Appointment Planning window.

    2. Add and manage appointments for the patient as necessary.

    1. Select a listed planned, requested, or pending appointment and click Schedule to display as a yellow floating appointment.

    2. Click and drag the floating appointment to an empty time block in the Active tab and double-click the area.

    1. Select a listed active or deleted appointment and click Reschedule to display as a yellow floating appointment and drag to an open spot in the schedule.

    The Appointment Expert allows you to search for available times in the Scheduler and book appointments.

    1. Select a listed appointment and click Sch. w/ Expert to display the Appointment Expert (Scheduling Appt) window.

      2. Tip: You can also right-click a listed appointment and select Appointment Expert… to display the Appointment Expert (Scheduling Appt) window.

    2. Complete the fields as necessary and click Search.

    3. Review the listed entries.
    4. Select a listed appointment date/time and click Make Appts….
    5. Click and drag the yellow floating appointment to the empty time block in the Active tab and double-click the area.