Let's utilise Find Slots to choose the criteria that best match the patient's needs to create a family appointment booking.
- Click on Find Slot on the left-hand side of the Dashboard.
-
Navigate to Custom Filter and select your preferences for the following accordingly:
- Clinician / Specialties
- Locations
- Production Types
- Duration
- Click Search Appointment at the bottom right.
| Note: You can assign multiple production types to a single time slot, allowing patients more flexibility to choose the production type that best fits their needs. This applies to both the Find Slot feature and the Online Appointment booking portal. To learn more about production setup, click here. |
To proceed, select:
- No. of Appointments: Choose the number of patients.
-
Consecutive / Concurrent.
- Consecutive: To attend the patients one after the other with consecutive time slot.
- Concurrent: To attend the patients within the same slot together.
- You can utilise the Advanced Slot Search to refine your search results.
- Filter Slot By Clinician / Speciality.
- Choose the relevant Clinicians from the drop-down.
- Click Apply.
- Select View More Details for the option that matches your criteria.
- Select the name of the Patient.
- After selecting the patient for the initial appointment, you will have the option to choose immediate family members for any additional appointments.
- To confirm the slots, select Book and View in Diary.
- The appointments will promptly appear on the selected slots within the Diary.
- As the search results appear, you will see a red dot indicating the temporarily saved filter.
- To save the filter and search for appointments, click Save & Search Appointment.
An Add Diary Filter pop-up will appear.
- Specify the Filter Name.
- Enter the Filter Description.
- Click Save.
- The saved filter will appear under the Favourite Filter tab.
Practices can use this guide for a quick walkthrough on the 'Find Slot' feature that allows practices to quickly lookup available slots based on their requirements.