Scheduling in Partner

The Physician's Computer Company


1 Main Street, Suite 7
Winooski, VT 05404
(800) 722-7708 Admin
(800) 722-1082 Support

2007/07/02 18:55:52

PRINTING INSTRUCTIONS: To print out copies of this document, browse to Scheduling in Partner to download a PDF formatted version. Then select the "File" menu and choose the "Print" option. If you have trouble opening and printing the PDF, please contact PCC support at or (800) 722-1082.


Table of Contents
1. Introduction: What is sam?
2. Quickstart: Learn the Scheduler in 5 Minutes
3. Changes in New sam: A Note to People Who Used Partner's Previous Scheduling Module
4. Scheduling with sam
4.1. Starting sam and Finding Patients
4.2. SAM Search Criteria Screen
4.2.1. Working With Patients
4.2.2. Enter Visit Criteria
4.2.2.1. Visit Reasons
4.2.2.2. Providers or Provider Groups, Minutes
4.2.2.3. Location
4.2.3. Time Frames
4.2.3.1. Different kinds of Time Frames
4.2.3.2. Time Frames in Action
4.2.4. Jump Back to the Search Criteria Screen
4.3. Normal View: Choose From Available Appointment Times
4.3.1. Reading the Normal View
4.3.2. Actions On the Normal View
4.3.3. Function Keys on the Normal View
4.4. Detailed View: Review Details of Existing Appointments, Remove Blocks
4.4.1. Reading the Detailed View
4.4.2. Actions On the Detailed View
4.5. Day View: Force in Appointments, Review All Providers
4.5.1. Reading the Day View
4.5.2. Actions On the Day View
4.6. Schedule Multiple Patients
4.7. Confirming Appointments
5. Reviewing the Schedule in sam
5.1. Doctor's Free Time
5.2. Use sam's Scheduling Screens as a Report (samview)
5.2.1. Introduction
5.2.2. View the Schedule
5.2.2.1. Day View
5.2.2.2. Detailed View
5.2.3. Conclusion
6. Reviewing a Patient's Appointments (inquire)
6.1. Introduction
6.2. Run inquire and View a Patient's Appointments
6.3. Cancel, Delete, or Mark an Appointment as Missed
6.4. Reschedule an Existing Appointment
6.5. View a Family's Appointments, Reprint Encounters, or Change Appointment Notes