Scheduling Appointments > Auto Scheduling Patient Appointments

Auto Scheduling Appointments for Existing Patients from the Scheduler Windows

To auto schedule a new, canceled, or overlapped appointment for an existing patient from the Daily Appointments or Book At A Glance windows:

1. Select an option:

2. To auto schedule an existing patient appointment from the Daily Appointments window:To auto schedule an existing patient appointment from the Daily Appointments window:Select the appointment, right-click, and select AutoSched Appt.

3. To auto schedule an existing patient appointment from the Book At A Glance window:To auto schedule an existing patient appointment from the Book At A Glance window:Select the appointment, right-click, and select AutoSched Appt.

4. To auto schedule a canceled appointment for an existing patient from the Daily Appointments window:To auto schedule a canceled appointment for an existing patient from the Daily Appointments window:After canceling the appointment, select AutoSched Canceled from the Options section of the Express bar.

5. To auto schedule a canceled appointment for an existing patient from the Book At A Glance window:To auto schedule a canceled appointment for an existing patient from the Book At A Glance window:After canceling the appointment, select AutoSched Canceled from the Options section of the Express bar.

6. To auto schedule an overlapped appointment for an existing patient in the Daily Appointments window:To auto schedule an overlapped appointment for an existing patient in the Daily Appointments window:Select AutoSched Overlap from the Options section of the Express bar.

7. To auto schedule an overlapped appointment for an existing patient in the Book At A Glance window:To auto schedule an overlapped appointment for an existing patient in the Book At A Glance window:Select AutoSched Overlap from the Options section of the Express bar.

The Auto Scheduler Date Range window is displayed. The default value for the Start Date field is tomorrow’s date, and the default value for the End Date field is sixty days from tomorrow.

2. Select the dates within which to search for an appointment, and click OK. The first available time slot that meets the criteria is displayed in the Daily Appointments window.

3. To edit the auto scheduler parameters set for the patient, select Edit Other Auto Sched Parameters. The Setup AutoScheduling Parameters window is displayed. Make changes, and click OK. (See Auto Scheduling Appointments from Patient or Account Records.) The first available time slot that meets the criteria is displayed in the Daily Appointments window.

3. Select an option:

4. If the selected day and time are acceptable to the patient:If the selected day and time are acceptable to the patient:Skip to number 4.

5. To display the next available time slot that meets the criteria:To display the next available time slot that meets the criteria:Click Next Slot or select it from the Options section of the Express bar.

6. To display the previous available time slot that meets the criteria:To display the previous available time slot that meets the criteria:Click Prev Slot or select it from the Options section of the Express bar.

7. To display the next day that contains a time slot that meets the criteria:To display the next day that contains a time slot that meets the criteria:Click Skip Day or select it from the Options section of the Express bar.

8. To display the previous day with an available time slot that meets the criteria:To display the previous day with an available time slot that meets the criteria:Click Prev Day or select it from the Options section of the Express bar.

4. After you have found a suitable time slot, click Make Appt or select it from the Options section of the Express bar.

5. Click Close.