SANDI - Appointment Scheduler

View Schedule by Service (No patient selected)

The Appointments menu option, in the top menu bar, will NOT automatically feed the patient info to Appointment Scheduler and can be used to just view appointments, by service for example. 

Search for Open Appointment Slots

1. Bring up the patient you want to schedule in the Patient Dashboard.
2. Select the arrow to the right of next to Appointments.

• The client/patient/visit information remains static at the top of the page.
• You do NOT have to fill out all the criteria.  In many cases you can just select the day or week (above the calendar) and select Section and Submit.

Search Examples

Find an open appointment by Section. In our example, we are looking for all appointments, by week in Cardiology 11/1/21 to 11/5/21

1. Select the weekly tab and select the week you want to see.
2. At Section, select Cardiology
3. Select Submit
4. Booked appointments show in Green.  Open appointment slots are Blue.

Note: Overbook/drop off, regular appointments and rechecks display in separate column. Scroll down and to the right to see all appointments.

Find an open appointment by Service only.  In our example, we are looking for all appointments, for regular Cardiology 11/1/1 to 11/5/21

1. Select the weekly tab and select the week you want to see.
2. At Section, select Cardiology
3. Select Submit

See all open appointments in Cardiology in November

1. At Section, select Cardiology
2. Enter Date Range for 11/1/21 to 11/30/21
3. Select Submit

Note: Scroll down and to the right to see all appointments.

See all open appointments in Cardiology in November on Tuesday only

1. At Section, select Cardiology
2. Enter Date Range for 11/1/21 to 11/30/21
3. Select the check box by Tuesday
4. Select Submit

See all open appointments in November by Service (Souza Appointments)

1. Select your desired criteria at Service, each section has different processes. In our example we will select Souza Appt to see all appointments for Dr. Souza
2. Enter Date Range for 11/1/21 to 11/30/21
3. Select Submit

Create a New Appointment 

1. Bring up the patient you want to schedule in the Patient Dashboard.
2. Select the arrow to the right of next to Appointments.
   • The client/patient/visit information remains static at the top of the page.
   • You do NOT have to fill out all the criteria.  In many cases you can just select the day or week (above the calendar) and select Section and Submit.
3. In the example below we searched for appointments in Cardiology on April 15th. (You can select Weekly or Monthly above the calendar as well.)
4. There are appointments available (blue) at 10:00a, !0:01a and 1:01p.

5. Double click the time slot you wish to schedule.

Note: The Patient will auto load from the Dashboard but you can expand the Patient Search button (expanded below) search for a different patient if needed.

6.Compete your selections. Red fields are required.

7. Select Add New when finished.

8. An appointment success message will appear, select OK 

9. The appointment now appears in the appointment slot and will be displayed under Appointments on the Patient Dashboard.

Create Recurring Appointments

1. Bring up the patient you want to schedule in the Patient Dashboard.
2. Select the arrow to the right of next to Appointments.
   • The client/patient/visit information remains static at the top of the page.
   • You do NOT have to fill out all the criteria.  In many cases you can just select the day or week (above the calendar) and select Section and Submit.
3. In the example below we searched for appointments in Rehab with the first appointment beginning on March 24th at 8:00am.

    4. Enter the number of recurring/additional appointments you want to add

• • In our example we chose to add 3 additional appointments for a total of four(4) appointments total,

    5. Enter the number of days you want between the appointments.

• • In our example we chose seven(7) days between each appointment (so weekly, every Thursday)

  

    6. Select Add Appointments.

    7. If all 3 additional appointments are available you will receive a confirmation like the one above showing 4/4 slots will be booked.

• • If all slots are not available you will get a pop up message showing the number available.  You can proceed and find a different day/time for the unavailable appointments.

    8. Select OK.

You will receive a "success" pop up for each slot, total of 4.  Select OK for each.

Your appointments are now all booked:

Cancel Appointment

1. Bring up the patient you want to schedule in the Patient Dashboard.

2. Select the Appointment you want to cancel.

 3. At Edit Appointment select Cancel

4. Enter the reason for the cancellation and select OK.

5. An appointment deleted success message will appear, select OK 

Edit/Rebook New Appointment

1. Bring up the patient in the Patient Dashboard.

2. Select the Appointment you want to Cancel

3. At Edit Appointment select Rebook

4. Select the Section (Cardiology in our example)

5. Search and find the day/time upon which you would like to reschedule the appointment

6. Select the appointment time slot (11/12/21 at 7:31am in our example)

7. Select OK to confirm the rebook.

You will receive the message Appointment booked, select OK.

You will now see the appointment on the calendar on the new day/time.