Co-ordinating multiple patient appointments

EXACT has the means to co-ordinate multiple patient appointments, which is particularly useful for family appointments.

To co-ordinate multiple patient appointments from the Hold List or from the Clipboard

This is typically for family appointments.

1. Drag or Add patient appointments to the Clipboard or Hold List:

   See Using the Clipboard
   

   

   See Searching from the Hold List
   

2. Either

   Right-click > Search All in the clipboard:

   

   - or -

   In the Hold List right-click > Search All or select the Search All button

   
   

   ... to display the Appointment Time Search window:

   

3. If the patients cannot attend an appointment until after a certain date, enter this in the Search From field.
4. In the Search For field, enter the number of days within which to search (counted from the Search From date).
5. In the From and Until time fields, enter the time range the patient prefers or is available for.
6. Check (tick) the weekdays that the patients prefers to attend. The default is the overlap between the patient Day Preferences configured in each Patient File.
7. If the patients prefer a particular Provider, highlight the Provider's name.
8. If there are particular clinics that are appropriate for the treatment, check (tick) the button, otherwise accept the default of Search all times.
9. Click the Search button.

   EXACT will search for and display appropriate times.

   

10. Ask the patients which of the displayed times suits them, then click to highlight it. Notice that there are incompatible times if the second patient's availability is blocked out by the first patient's selection.

    Requirement: You need to select compatible times for all patients before clicking the Book button.

11. Click the button to create the patient appointments.

    The appointment is created in the appointment book, and the entry is removed from the Hold List and the Clipboard.