Searching from the Hold List

Overview

The Hold List is a temporary storage area for appointments.

Moving appointments to the Hold List

Drag appointments from the appointment book to the Hold List at bottom right of the screen, or drag them to the clipboard, which causes them to also display in the Hold List.

Functionality

From the Hold List you can Edit a selected appointment, Add an appointment, Delete appointments from the list, Search All appointments, or Search for appointment slot options for a single appointment.

Search

This opens the appointment search window that was introduced in version 11. See Using the Appointment Search Window.

Search All

Search All is a simultaneous search to locate slots in the Appointment Book. Use it for co-ordinating multiple patient appointments for multiple people, which enables the booking of family appointments.

If two or more appointments are placed on the Hold List or Clipboard and you select Search All, then the original multi-appointment search function will be used. In all other cases the modern single appointment search applies.

See Co-ordinating multiple patient appointments

NOTES:

Appointments placed in the Hold List are not saved when you close the appointment book. If you try to close the appointment book and there are appointments in the Hold List, a warning will appear. You then have the opportunity to place these appointments in new slots or to click Yes and permanently delete them.

If an appointment listed in Hold List becomes deleted, invalid or completed, when you attempt to drag it to the appointment book you will see a message 'The corresponding planned treatment on the patient's chart tab has either been completed or no longer exists. Do you still wish to book this appointment?' Click YES to still book the appointment and link it to the Chart tab. Click NO to not book the appointment.

SEE ALSO: Using the Clipboard

To add Appointments to the Hold List

Either

• Drag an appointment from the appointment book page to the Hold List:

  

• Use the +1 button at the bottom of the Hold List to open the Add / Edit Appointment window from where you can edit details and select Copy to Clipboard (which also copies to Hold List).

  

• Or, from any Edit Appointment window, use the Copy to Clipboard button, which also copies to the Hold List.
• Patient appointments listed on the clipboard are also viewable under the Hold List, so the means of listing appointments in the Clipboard also apply to the Hold List.

To search for a SINGLE appointment from the Hold List

With a single appointment in the Hold List, select the Search All button or right-click > Search All to display the standard Appointment Search search window:

SEE ALSO: Using the Appointment Search Window for detailed instructions on using this Appointment Search window.

To search for MULTIPLE appointments from the Hold List (typically Family Appointments)

With multiple appointments in the Hold List, select the Search All button or right-click > Search to display the Appointment Time Search Search window:

SEE ALSO Co-ordinating multiple patient appointments