Managing Your Practice
> Using the Appointment Book
Using the Appointment Expert
The Appointment Expert is a tool that helps you schedule appointments
more efficiently by finding available times related to the type of appointment
the patient needs.
To access the Appointment Expert from the Make
New Appointment window, click Find,
or right-click an appointment when in reschedule mode and select Appointment Expert from the menu.
The Appointment Expert window
is displayed.
The Appointment Expert window includes the following
fields:
Time
range Type the time range
you desire for the patient's appointment in these fields.
Search
from Type the date on
which to begin searching for an appointment opening.
for Select
either the next available day, or type the number of weeks in which
to search for the opening that best matches your criteria. Check the
days of the week that suit the patient's schedule.
Observe
block booking rules Select this option
to ensure that the appointment time falls within designated block
booking parameters. Deselect this option if you want the appointment
to override block booking parameters.
Don't
overlap doctor time Deselect this option
if you want the appointment to overlap the doctor's previous time
commitments, such as other patient appointments.
Chairs
to search Select the chairs
of staff members who can perform the procedure for the patient.
To find an appointment that fits the selected criteria, click Begin search.
Related Topics
Making a New Appointment
Rescheduling an Appointment