Requirements for Appointment Search

Required:

• Appointment Search is available from EXACT version 11.4 or later
• EXACT version 12.2 or later is required for the upgraded Clipboard and Hold List functions.
• EXACT version 12.11 or later is required for multi-Location appointment search.
  • This also requires that multiple Locations are configured for the practice, and if Providers are to practice across these Locations, Rooms must also be configured. To make a Room available for Multi-location Appointment Search, the Room must be configured with a Location. See Making a Room available for Multi-Location Appointment Search

Not required:

• No modules need to be installed for Appointment Search.
• No registration is required for Appointment Search.

IMPORTANT NOTES:

- Changing the patient preferences in the search does not affect the configured preferences in the Patient File.

- Multiple appointments in the Hold list: If two or more appointments are placed on the hold list, then the original multi-appointment search function will be used. In all other cases the single appointment search will occur.