Help SiteClinic Users Appointment ModuleAppointment Module Overview

Appointment Module Overview

Opening Appointments

To access the Appointment Module, from the Home Screen, click the Appointments tile.

Day View

The Day View is the default view that opens when navigating to the Appointments Module. It shows the appointments for the currently selected day. The basic features are:

  1. Currently selected site. Click to change.
  2. Currently selected date. Click the calendar icon on the right to select, or click the buttons to the left or right to advance or retard by one day, week, month or year. The Today button navigates to the current date.
  3. Resource column. This could be a provider or resource such as an MRI machine.
  4. Column scrollers. These buttons move the columns up/down or right/left.
  5. Availability slot. This shows the appointment Availability for a resource. Clicking in this column allows editing or creation of Availability.
  6. Appointment slot. This shows actual appointments. If an appointment exists where clicked, clicking in this column shows the appointment Detail View and allows editing or creates a new appointment
  7. Blockout. This shows a time when the resource is not Available for appointments. Clicking on the Blockout allow for editing or creates a new one.
  8. View selectors. These buttons change to the Week and Month views for the selected resource.

To create a new Availability or Blockout, click in an empty slot in the Availability column. To create a new Appointment, click in an empty Appointment slot.

Week View

The Week View is displayed when clicking the W button above a resource. It shows the appointments for the currently selected week for the resource. The basic features are:

  1. Resource selector. This shows the resource that is currently being viewed. The resource can be changed by clicking here and selecting a different resource.
  2. View selectors. These buttons change to the Day view or the Month views for the selected resource.

Other features of the Week View are similar to the Day view.

Month View

The Month View is displayed when clicking the M button above a resource. It shows the appointments for the currently selected week for the resource. The basic features are:

  1. Resource selector. This shows the resource that is currently being viewed. The resource can be changed by clicking here and selecting a different resource.
  2. Week View button. Click here to switch to the Week View for the currently selected resource.
  3. Day View button (Date Number). Click here to switch to the Day View.
  4. Appointment button. Clicking here shows the appointment Detail View and allows editing.

Other features of the Month View are similar to the Day and Week views.

Detail View

The appointment Detail View is displayed when clicking on an appointment slot on the Day View, Week View, or Month View. The basic features are:

  1. Appointment Status Buttons. These buttons show the status of the appointment. The highlighted button is the current status. Click on a button to change the status.
  2. Related Record Navigation buttons. Click these buttons to open the related Patient, Client and RDVM records.
  3. Note Entry field. Type notes into this field. Notes are automatically added with the enter key.
  4. Medical Records Request button. Click this button to print a Medical Records Request form.
  5. Edit button. Clicking here changes to the detail Edit View (see below).

Canceling Appointments

When changing the status of an appointment to Cancelled, the appointent wil be removed from the Day, Week, and Month Views so another appointment may be scheduled in its place. If the Cancelled button is pressed in error, you must enter the Edit View to change it to a different status.

Edit View

The appointment Edit View is displayed when clicking the Edit button in the Detail View. The functions are similar to the Detail View except that the appointment details can be edited. The Edit View specific features are:

  1. Date
  2. Site
  3. Time/Duration
  4. Appointment Type
  5. Provider
  6. Delete button. Click to permanently delete the appointment.
  7. Revert button. Click to ignore any changes.
  8. Save button. Click to save changes.

It is not possible to change the Patient for an appointment. If the patient is incorrect, Cancel the appointment and create a new one for the correct patient.

Selecting a Patient

When creating a new appointment, you must first select a patient. Use the Search button to select a patient.

The selection window will open. Enter the search criteria for the Patient. You can search by Patient Name, Client Name, or Patient ID. Then click the Patient you wish to create the appointment for.

After you have selected a Patient, the Patient info will be displayed on the calendar view.

It is also possible to select a Patient while creating a new appointment from the Appts tab of the Patient record.

Filtering Appointments

On the Day View, it is possible to filter the columns by specific Resources. To apply or create a new Filter, click the Filter button on the upper right side of the Day View layout. To clear the currently applied filter, click the All button.

When the Filter button is pressed, the Filter popover opens to the left of the button. The filter popover features are:

  1. Previously created Filter List - for selecting a filter to apply (left column)
  2. Resource List - for creating new filters (right column)
  3. Delete button - to delete an existing filter
  4. Save button - to save the currently selected resources as a new filter
  5. Resource selections buttons - to select all or no resources - Selected resources appear with a yellow-orange highlight.

To apply a previously created filter, do the following:

  1. Click on the filter name in the left hand column.
  2. Verify that the filter has been applied. The filter name will appear under the filter selection buttons on the Day view layout.
  3. Close the popover with the close box.

To create a new filter, do the following:

  1. Select the Resources for the filter by clicking on the resource names in the right hand column. Highlighted resources will be included in the filter.
  2. After all resources have been selected, click the Save Selected as New Group button.
  3. Enter the the name of the filter (Group Name) in the dialog box.
  4. Click Save.