Screen Description

Search for past, future or all appointments. 


Access


Through Main Menu

  • Click on the Appointments button, in the Main Menu screen. 
  • Once in the Appointments screen, click on the Search button, located at the top of screen and then select the Lookup option. 

Through QuickLinks 

  • Click on the QuickLinks text located at the top of the screen. 
  • Select the Appointments option. 
  • Once in the Appointments screen, click on the Search button, located at the top of screen and then select the Lookup option. 

Through Patients 

  • Click on the Patients Detail button, in the Main Menu screen. 
  • Once in the Patients Detail screen, click on the Appointments button, located at the top of screen.
  • In the Appointments screen, click on the Search button, located at the top of screen and then select the Lookup option. 


Sections

  • Search Bar: Enter search criteria. (At least three characters are required). To search using a telephone number, use the Search by Phone field at the right of the search bar.


  • All: Search all appointments.
  • Past Appointments: Search past appointments only.
  • Next Appointment: Search for future appointments only.
  • Results Grid: Displays the results of your search.


  • View Log: When pressed, displays the screen with the history of the date and time, user who created or edited the event, the note created in the appointment and log of the text messages to the selected patient. 

       


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