Screen Description

To search for past, future, or all appointments. 


Access


Through Main Menu

  • Select the 'Appointments' button on the Main Menu screen.
  • Once in the Appointments screen, click on the Search button located at the top of the screen, and then select the Lookup option. 

Through QuickLinks 

  • Click on the QuickLinks text located at the top of the screen. 
  • Choose the Appointments option. 
  • Once in the Appointments screen, click on the Search button located at the top of the screen, and then select the Lookup option.

Through Patients 

  • Click on the Patients Detail button in the Main Menu screen.
  • Once on the Patient Details screen, click on the Appointments button located at the top of the screen.
  • In the Appointments screen, click on the Search button located at the top of the screen, and then select the Lookup option.


Sections

  • Search Bar: Enter search criteria. (At least three characters are required). To conduct a search with a telephone number, utilize the 'Search by Phone' field located to the right of the search bar.


  • All: Search all appointments.
  • Past Appointments: Search past appointments only.
  • Next Appointment: Search for future appointments only.
  • Results Grid: Displays the results of your search.


  • View Log: When pressed, the screen displays the history of the date and time, user who created or edited the event, the note created in the appointment, and log of the text messages to the selected patient.

       


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