EMS | Appointment Search
Description
The appointment search facility is an alternative to the “Diary View” as a method of booking an appointment into the diary. Instead of manually looking through the diary you specify the booking details and the system will search through the diary for you and provide you with options of when the appointment is available.
Resolution
In "Reception" click onto “Appointment Search"
Appointment Search
- Select the “Date” using either the Calendar or use the “Prev Day” or “Next Day” icons to step through the days
- Use the "Time" options to amend the search period
- "Time" and "Variance" ability to select the time which the client requires and a variance to increase the search availability, and “Earliest” and “Latest” will automatically be filled
- "Earliest" selecting a start time for the search will set a from time
- Select a "category" from the dropdown list to filter the appointments listed
- Select the appointment from the list
- Click onto the "Green Tick" to add to the search list
- Click onto the "Red Minus" to remove form the list
- Select Search to populate the appointment options
Search Options
Under the “Options” box you are able to state how you wish the treatments to be booked in:
- “Least Qualified First” this will check the availability within your diary and book the treatments in using the least qualified staff members first
- “Employed” - this will check the availability within your diary and book the treatments in using your employed staff members first.
- “Most Available First” – this will check the availability within your diary and book the treatments in using the most available staff members in first.
- “Slots between appointments” – how long do you wish to leave between each appointment.
- “Show matches outside hours” – if ticked any availability will be shown regardless of any tick boxes that have been selected
- Book Room Only – for future release
- “Medical Conditions” – this will state if a client has a specific medical condition if you are able to book in the treatment – it will show as either a “Warn” or “Deny"
- “Description” – this will show you the description of each treatment which you select
Appointment Search Results
Once all the search criteria is set press the “Search” button, the results will be populated on the diary
To book the click onto the appointment, the best fit appointment is indicated by a number adjacent to the the Appointment Code
Number 1 indicates the best fit
The booking now follows the standard booking process - see Appointment Booking - Create New
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