Searching for Appointments

This topic tells you how to search for appointments in the Appointment Scheduler, including how

  1. Click Tools and select Find Open Appointments.

    OR

    Click the Find Open Appointments button in the Appointment Scheduler toolbar.

    The Find Open Appointments window opens.

  2. Select a location from the Location drop-down menu.
  3. Select a resource from the Resource drop-down menu.
  4. Select a service from the Service drop-down menu.

    OR

    Type the number of minutes normally reserved for the appointment for which you are searching in the Duration text box.

    Your services should be set up with a duration already defined. If you have not set up your services and corresponding durations, go to Recording Service Information.
  5. If the patient has insurance, select an insurance provider from the Insurance drop-down menu.
  6. Select one or more of the following search criteria:
    • Number of months or weeks until the appointment will be scheduled in the AppointIn text box and the Weeks or Months radio button.
    • Month from the Month drop-down menu.
    • Morning, Afternoon, or Evening from the Period(s) box.
    • One or more days of the week from the Day(s) of Week box.
  7. Click Search to search for available appointment times that meet your search criteria.
  8. Select an available appointment time that meets your search criteria and click Select or double-click it to open the Appointment Detail window and schedule an appointment in that timeslot. For more information on scheduling appointments, go to Scheduling Appointments.
  1. Click Tools and select Find Existing Appointments.

    The Find Existing Appointments window opens.

  2. If you want to find a specific patient’s existing appointment, follow the instructions below:
    1. Click F2 Find.
    2. Enter search criteria in the Find Patient window and click F2 Find.
    3. Select a patient and click Select or double-click the patient’s name.
  3. Select appropriate search criteria from the Search Criteria box.
  4. Click Find to find existing appointment times that meet your search criteria.
  5. Select an appointment and click Edit to open the Appointment Detail window and edit the existing appointment in that timeslot. For more information on modifying appointments, go to To modify scheduled appointments.