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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  • SAM Screen Reference Guide

    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:
  • Schedule in Partner with SAM

    PCC's previous scheduling module was called sam. This article is a reference manual for those who still use this program.

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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.
  • 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.