Partner

Schedule a Patient in Partner's SAM

The sam program is a patient scheduling system that finds the best appointment time for your patients while helping to ensure your provider's time is used well.

Training Videos

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  • Introduction: Schedule in Partner with SAM

    Your provider's time is one of the most important resources of your office. Managing that time is vital. Partner's scheduling module is called sam, which is short for "Scheduling and Appointment Minder." The sam program is a patient scheduling system that finds the best appointment time for your patients while helping to ensure your provider's time is used well.

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  • Review the Schedule in Partner

    There are tools built into sam that can help you review your schedule. There are also external scheduling reporting programs. The topics below will show you some of the different ways you can review your schedule for a provider or for your whole practice.

  • Schedule Multiple Patients with SAM

    The steps below will demonstrate multiple patient scheduling and teach you all the tools you need to find the best openings for them quickly.

  • Review and Change a Patient’s Appointments in Partner

    Use inquire to look up a patient's future or past appointments. In inquire, you can make changes to appointment status or appointment notes, or cancel an appointment. Finally, you can reschedule any appointment in inquire, moving an existing appointment to a new date and time.
  • SAM Screens Reference
    Learn more about Partner's Scheduling Appointment Minder, SAM, screen by screen.

    • The Sam Day View: Force in Appointments, Review All Providers

      The Day View displays a provider's appointments for a day as well as how busy each provider is on that day. You can review your office's schedule and book appointments in any time slot. You can jump to a date that is unavailable or full and force in an appointment, a feature unavailable on the Normal View.

    • The Sam Detailed View: Review Appointment Details, Remove Blocks

      Who booked an appointment on your screen? Why is a unit of time double or triple-booked? The Normal View only shows basic information about each unit of time. Use the Detailed View to review a busy schedule, as well as double-book or remove blocks.

    • The Sam Normal View: Choose From Available Appointment Times

      The Normal View in the Scheduler offers available times based on the criteria you entered on the Search Criteria screen. The earliest and best matches for the criteria you entered will be in the middle row, and the first available match is highlighted, ready to be confirmed.

    • Start SAM and Find Patients Reference

      You can launch the scheduler from several other Partner programs. For example, if your staff uses pen (Phone Encounter Notes) to handle triage calls, you can schedule directly from that program. If your front desk needs to schedule a follow-up visit while checking out a patient, they can press [fkey title='F8' subtitle='Patient Schedule'] while posting charges in checkout and jump into the scheduler. In fact, the programs checkin, pen, checkout, tickle, and the lab module all have a link to sam. If you use those tools, you will benefit from a direct link to the scheduler. Look for keys like this:

    • The SAM Notes and Confirmation View

      Press [fkey title='F1' subtitle='Schedule Appt'] from the Normal, Detailed, Day, or Patient View to begin confirming appointments listed at the top of the screen. From the Notes and Confirmation screen you can enter notes and confirm the appointment:

    • The SAM Search Criteria Screen

      After you select a patient, you will see the SAM Search Criteria screen shown below. From here you can review information about the patient, add more patients and relatives for scheduling, jump to several other Partner programs, or enter visit criteria to schedule a new appointment.