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Filopto Help Manual

Navigation: Front Office Tab > Scheduler

Find a Patient Appointment

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From time to time, a patient will telephone to ask when his/her next appointment is scheduled. To easily answer this question, there is a "Find Appointment" function in the Scheduler. This function searches the patient's appointment file, based on the criteria entered, and displays all appointments meeting your search criteria.

 

How to use

Right click you mouse in the Scheduler view to get a pop up menu. In this pop up menu, you will find the function "Find Appointment for a patient". You can also activate this function by using the tool bar icon.

 

findappointment

 

By selecting the "Find Appointment for a patient" option, the following dialogue box will be displayed.

 

findappointscreen

 

From this dialogue box, you are able to:

 

1)  Enter your search criteria (1) for a specific patient. Note that you can input partial search criteria and the search will display a list of patients meeting the partial criteria.

2)  Click on the Apply Search button (2) to display the result in the grid located to the right of the search criteria section

3)  View and select the record (3)  the field displays the number of appointments the patient has scheduled.

4)  By clicking on the Appointment column drop down field, a second grid is displayed to show the appointments on record for this patient.

5)  To open the selected appointment click on the View in Scheduler button (4) which will bring you to the selected appointment in the scheduler.