Partner

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.

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 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.

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:

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:

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.