Using Book View in the Appointment Calendar

The Appointment Calendar's Book View displays the schedule for the selected day as a list of time slots. Each time slot is indicated with a Start Time and Resource name. Appointment start times are determined by the default exam minutes set for the resource in Administration. For example, a resource set to default to 10 minutes will have time slots every 10 minutes in Book View. A resource who defaults to 30 minutes will have times slots every 30 minutes. In the screen below, Michael Smith is set to 10 minutes and Tom Jones is set to 30 minutes.

From the Book View, you can add, reschedule, confirm, and delete appointments and record patient check-ins and check-outs. You can also view and edit patient notes, print patient forms, and add calendar exceptions.

For scheduled appointments, Book View displays the Patient name, Service Type, Appointment Status, and Insurance information. You can filter the Book View to display time slots and appointments for a single Resource, Service Type, and/or Appointment Status.

• Navigating Book View

• Adding New Appointments in Book View

• Adding Overbook Appointments in Book View

• Editing Appointments in Book View

• Rescheduling Appointments in Book View

• Canceling Appointments in Book View

• Deleting Appointments in Book View

• Confirming Appointments in Book View

• Checking Patients In and Out Using Book View

• Reviewing and Modifying Patient Information from the Appointment Calendar

• Adding Calendar Exceptions

Navigating Book View

1. Open the Appointment Calendar.

   The Appointment Calendar opens to the default view set by your administrator (Day View, Week View, or Book View).

2. If Book View is not already displayed, select it from the drop-down list next to the date in the Appointment Calendar toolbar.

3. If needed, click the arrow buttons to change the date, or select a date from the calendar.
4. To change the resources that are shown, click the button and select Resource Settings.

5. To filter appointments by Resource, Service Type and/or Appointment Status, click Filterand make selections from the drop-down lists. To remove filtering, select All from the drop-down lists.

6. To print the Appointment Schedule Report, click the button and select Print Appointments.