The Scheduler enables you to put family members into groups for the purpose of scheduling appointments for multiple patients at or around the same time.
You can create a group by clicking the Add to Group link in the patient search results. When you create an appointment for one member of the group, appointment tiles are created in hover mode for the other members. This keeps the appointments together so you can find a date and time to fit them all in.
Appointments that are part of a group display the group booking icon on the appointment tiles.
To create appointments for a group:
In a new appointment card, use the patient search field to find a patient.
Click Add to Group. The Group Booking panel is displayed to the left of the appointment card with the patient's name.
The Add to Group link is only accessible from the search field within a new appointment card.
Use the search field to locate other patients for the group, and click Add to Group. The Group Booking panel displays the patients in the group, and names the group for the last name of the first patient.
Move your cursor over the names in the group list to activate the options.
Click the arrow next to the patient you want to designate as the group contact, and select Group Contact. The group contact icon is displayed by the patient's name.
Do not close the appointment card.
To book appointments for members of the group:
With the first group member's appointment card open, add procedures and appointment details.
Click Book It! An appointment tile is created for each member of the group, suspended in hover mode, enabling you to search for a date with time slots available to schedule them at or around the same time.
After you book the appointments, double-click to open the appointment cards that require more detail.
Checking the Patient In and Out