Search Available Appointments in Extended Multiple View

Search Available Appointments

Scheduler > Extended Multiple View > Select Saved View > Search Appointments > Configure Date/Time > Search

Book an Appointment from Search Results

Search Appointments > Select Available Slot > Patient Selection > Appointment Booking > Schedule

What’s Newnew_symbol-1

  • A new Search Appointments panel is available within the Extended Multiple View Scheduler.
  • The currently selected Saved View is automatically loaded into the appointment search.
  • Location, Provider, and Resource criteria are automatically populated based on the selected Saved View.
  • Saved View members are displayed as read-only to maintain consistency with the configured view.
  • The default search period is:
    – Date: Today’s Date
    – Start Time: 8:00 AM
    – End Time: 6:00 PM
  • Users can search availability across multiple providers, resources, and locations simultaneously.
  • Appointment searches support a maximum date range of 30 days.
  • Search results include only slots that meet existing scheduling, availability, and booking rules.
  • Results are grouped chronologically by date, with the first date containing available appointments automatically expanded.
  • Providers are ordered by earliest available appointment time.
  • Users can scroll to review additional available appointment slots.
  • Previous and Next navigation is available when reviewing availability across multiple dates.
  • Selecting an available slot continues directly into patient selection and detailed appointment booking.

How It Works 

  • Navigate to the Extended Multiple View Scheduler and select the applicable Saved View.
  • Open the Search Appointments panel.
  • The system automatically populates the Location, Provider, and Resource criteria from the selected Saved View. These fields remain read-only.
  • Review or update the desired date and time range. The search defaults to today’s date from 8:00 AM to 6:00 PM.
  • Search for available appointments. The selected date range cannot exceed 30 days.
  • The system returns appointment slots that satisfy existing scheduling and availability rules.
  • Review results grouped by date. The first date with availability is automatically expanded, and providers are ordered by their earliest available appointment time.
  • Use scrolling or Previous and Next navigation to review additional slots and dates when applicable.
  • Select the desired appointment slot.
  • The system opens patient selection, followed by the detailed appointment booking screen, allowing the user to complete scheduling.

E2-BB

Impacted Areas

  • Scheduler – Multiple View
  • Search Appointments
  • Saved Views
  • Appointment Scheduling

Benefits

  • Reduces the time required to locate available appointments.
  • Allows staff to search across multiple providers, resources, and locations simultaneously.
  • Improves scheduling efficiency for practices managing large provider groups.
  • Provides greater visibility into upcoming provider availability.
  • Helps staff quickly identify the earliest available appointment.
  • Maintains existing scheduling and availability rules when returning available slots.
  • Provides a seamless transition from availability search to patient selection and appointment booking.
  • Improves the overall scheduling experience for front desk staff and patients.