Initiating Appointment Searches

To initiate Appointment Searches for future appointments or for recalls

Search can be initiated in these ways for future appointments or for recalls:

• By clicking the search button in the appointment workflow departure task list.

  See Searching from the Appointment Workflow

• By placing a single appointment in the Hold List or the Clipboard and selecting the Hold List search button.

  See Searching from the Hold List

• By placing multiple appointments in the Hold List (usually for family appointments) and selecting the Hold List search button.

  See Co-ordinating multiple patient appointments

  NOTE - 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.

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.