Search for Openings Improvements

With this release, several improvements have been made to help you search for available appointment times more quickly.

To perform a search

1. On the Schedule menu, select Search for Openings to open the Search for Openings page.

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2. Set up the following filters:

  • Patient Search – Select a patient (existing functionality).
  • Date – Now, you can specify a date range.
  • Which Day of the Week – Select days of the week (existing functionality).
  • Appointment Duration – Select an appointment duration (existing functionality).
  • Time Range – Select time ranges (existing functionality).
  • Which Appointment Providers – Now, you can select providers from a list (previously there were checkboxes).
  • Which Operatories – Now, you can select operatories from a list (previously there were checkboxes).

3. Click Search to view the results.

Notes:

  • The results are paginated, and you can specify how many results per page to view.
  • The results show openings by a specified appointment duration (for example, if the appointment duration is 30 minutes in the filters, openings every 30 minutes appear in the results).
  • The results have a column for schedule template names.

4. Click a time (which is a link) to go to that opening on the calendar.

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