The Search option allows you to quickly find an appointment for a patient.  While a Search can be made from the Calendar, when started from the Appointments tab (or a Book), you will be able to ...

Appointment - Appointments - Search

Search for a patient's appointments

  1. From the list of Appointment tab, select 'Search'.
  2. Select your patient from the 'Select Patient' screen in the usual way.
  3. A list of all appointments, past and future, together with Waiting List entries and deleted appointments will display.

    Example of Search for Appointments screen

To go to a booking

  1. Select the booking from the list of appointments for the patient.

  2. Select 'OK'.
  3. You will be taken to the booking.

To Make an Appointment

If there is a Waiting List entry for the patient, after searching for the patient and getting a list of Appointments for the patient:

  1. Go to the Session that you want to book the patient into.
  2. Search for the patient.
  3. Select the Waiting List entry.
  4. The 'Make Appointment' icon is now active.  Select 'Make Appointment'.
  5. Continue to book the appointment in the normal way.
  6. The patient will be removed from the Waiting List and a new appointment will be made.

Report of Patient Appointment History

To get a report of the Appointment History for the patient:

  1. Select 'Report' from the 'Appointments for ...' screen.
  2. The report will display together with the log information.

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