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Multi-location Appointment Search
Available from EXACT v12.10, and upgraded in v12.11. See: Multi-location Appointment Search
This applies to practices that have multiple Locations configured under the same practice, and who therefore need to make bookings across these locations.
With multiple Locations configured patients can book with their preferred Provider regardless which location that Provider is located.
Receptionists can also offer a wider range of appointment options for multiple Providers across multiple Locations.
The Provider dropdown/s instead of showing the preferred Providers now lists all Providers:
Where there are no Rooms, the Location (LOC) is indicated against each Provider:
Where Rooms are enabled, the location (LOC) shows alongside the room name instead:
Even with the Provider-Location specified, you can still override the Location:
Booking Summary: A summary of the booking information displays alongside the Booking button:
See: Multi-location Appointment Search
Appointment Search console
The Appointment Search is a mini-console that instantly displays results based on information in the Appointment and in the Patient Preferences.
It auto-displays the recommended day, session, and start times, but the Receptionist can flexibly change options in discussion with the patient.
The search returns appointment optimum options that are adjacent to others in the book, thereby preventing the appointment being located in the middle of a large un-utilised smaller gap, but from v11.4 it also displays standard gaps that may be isolated in the book.
The console caters to practices that use multiple Locations, enabling searches across rooms and locations, or just across Locations where Rooms are not configured.
It is possible to Search for a single Provider in multiple Locations (for example, DentistA practices in Location1 during the week and in Location2 on Saturdays).
Search speed
A window displays the appointment details and preferences for the search. As soon as it is ready the first available time that meets the search criteria is shown as selected by default, and can be booked with one click by pressing the Book Appointment button.
Search preferences can be changed at any time, and the search will immediately search again to find new appointments that match. You can keep on changing the preferences until they are correct - you do not have to wait for the search to finish before making changes.
Manual changes to search preferences do not affect Patient File preferences
Changing the patient preferences in the search does not affect the configured preferences in the Patient File.
Fast selection of hours by dragging
Select times to include or to exclude
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By default the search is set to include (Times Between). You can also opt to search on exclusion (Times Outside of). |
Appointment Search Window - one click to instantly toggle the patient's Day Preference:
By default the search is for the patient preferred days, as specified in the Patient File Recalls Tab, but with a single click you can instantly toggle results between different days of the week, with no time delay for processing/recalculation.
Appointment Search from the Clipboard
To search for a an appointment slot from the Clipboard
or
When the Search dialogue opens, follow normal Search procedures as covered in Using the Appointment Search Window.
Appointment Search from the Hold List:
See Searching from the Hold List
Search for co-ordinated appointments:
If you search for two or more appointments simultaneously, EXACT co-ordinates their times, which is useful for family appointments. See Co-ordinating multiple patient appointments
If you have Clinics enabled, there are Clinics and Spaces options:
The suggested time in the Appointment Workflow (Departure Task List) utilises this same Appointment Search Window:
Click Appointment Search icon to open the Appointment Search Window.
Two Provider Types can be rostered per room:
Overlapping Blocks and Clinics are now more clearly represented in the display:
Right-click Menu has more functionality:
The right-click menu caters to multiple Providers per room, so that you can specify which Provider you wish to delete or edit.
The right-click menu also caters to adding Clinics and Blocks.
EXACT correctly associates Providers when you drag appointments:
