Fastest Way to Schedule a Patient (Legacy Calendar)
Fastest Way to Schedule a Patient
When a patient presents for an appointment (via in person or telephone), please follow these instructions for the best performance. Please note, this cannot be done for patients that have not been scheduled previously.
1. Go to the patient's chart face.
2. Click the button.
3. You will be brought to the Appointment History screen for that patient.
4. Click the button to open up the clinician's available time slots.
Within the Seek window, you can change criteria to find the ideal appointment time for the patient.
- appointment length (drop down field)
- show appointment slots for this length (toggle)
- clinician name (drop down field)
- days of the week to search
- number of weeks from today
- or you can input a date range
5. As you make selections within the Seek window, the results shown on the right should update; however, you can click to refresh results.
6. When you find a time range that the patient likes, simply select the timeframe in the right column.
7. The Event Detail window will open.
Within the Event Detail window, you can change criteria for the patient.
- status
- date
- time
- type
- patient name
- clinician
- location
- print reminder
- view demographics
- add more patients or clinicians
- repeating event
8. Click the button to save appointment.
9. Click the button to close the Seek window.
10. Click the back to ICANotes button to return to the patient's Chart Face.
Would you like to see this demonstrated? Watch our video.
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