Using Find Slot

Use Find Slot to search for the next available appointment for a specific appointment type.

Before you begin

Find Slot will only work if the Practice has entered predetermined appointment times within the plan setup. The Find Slot button is available from the Appointment Books and within an Edit Appointment Wizard screen.

About this task

This can be used for new bookings, or for rescheduling existing bookings with appointments or theatre bookings.

For example, a practitioner might want to see new patients on the hour, follow-ups in the remaining time of that hour, and post-ops after lunch. Click Find Slot in the Edit Appointment Wizard screen to open the Find Free Appointment Slot screen.

Procedure

  1. Either from the Appointment Book or an Edit Appointment Wizard screen; click Find Slot.
  2. Depending on how you accessed the Find Free Appointment Slot, it might be pre-populated with data, or you might need to select the Practitioner and/or Preference. The start date will default to the current appointment date or today's date. Change this if necessary.
  3. Click Search to commence the search. After the search has completed, the first twelve free slots will display in the Search Results section. If these slots are unsuitable, click Next to display the next twelve free slots.
  4. Select your desired appointment slot by either clicking the dates and times on the left panel or by selecting an available time slot in the right panel.
  5. Click OK > OK.
  6. Complete the Appointment Wizard as usual.
  7. Click Finish.

Results

The appointment is created in the selected appointment slot.