OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 6 Scheduling, Moving, & Canceling Appointments
Scheduling Appointments
Scheduling
Appointments
You can schedule, move, change, and cancel appointments for patients using the
Appointment Scheduler’s Daily and Work Week views. This section tells you how to
schedule appointments, including how
• To schedule a new appointment, 297
• To modify scheduled appointments, 305
Notes
• You must set up the Appointment Scheduler before you begin
scheduling appointments. For more information on setting up the
Appointment Scheduler, go to Setting Up the Appointment
Scheduler on page 280.
• Click Refresh to refresh the Appointment Scheduler with the most
up-to-date appointment information.
To schedule a new appointment
Open the Appointment Scheduler. For more information on opening the
Appointment Scheduler, go to Opening & Viewing the Appointment Scheduler
on page 275.
To find a patient for whom you want to schedule an appointment, follow the
instructions below; otherwise, go to step 3.
a. Click Tools and select Search For Patient or click the F2 Find button
in the bottom left corner of the Appointment Scheduler to open the Find
Patient window.
b. Enter search criteria and click F2 Find.
Note
If you want to add a new patient to OfficeMate, click New and go
to Recording Patient Information on page 173 to record the
patient’s demographic and insurance information and record
patient notes.
OfficeMate Home Office User’s Guide 297