OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Scheduling Appointments
Chapter 6 Scheduling, Moving, & Canceling Appointments
c. Select a patient and click Select or double-click on the patient.
Note
After you select a patient, you can click on the following buttons in the
bottom left corner of the Appointment Scheduler to complete other
patient-related tasks.
• If you want to view, open, or edit other appointments that have been
scheduled for the patient, click Find Appts., select an appointment,
and click Edit.
• If you want to edit the patient’s demographic information, click Pat.
Demo. and go to Recording Patient Information on page 173 to
record the patient’s demographic and insurance information, record
patient notes, and view the patient’s VSP history.
• If you want to clear the patient’s information and select another
patient, click Clear Patient.
• If you want to select another patient, click F2 Find.
Search for and select an available new appointment time. For more information
on searching for available appointment times, go to To search for an available
new appointment time on page 293
OR
Click and drag your mouse cursor over an available time slot on the time grid.
Notes
• To quickly advance the Appointment Scheduler to a future
month, type the number of months that you want to advance
the Appointment Scheduler in the text box next to the
Advance (Months) button in the Navigation Calendar and
then click the Advance (Months) button.
• To view today’s Appointment Scheduler, click the Today
button in the Navigation Calendar.
298 OfficeMate Home Office User’s Guide