We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

How to Search for an Appointment

Version 14.19
Path: Smart Toolbar > Schedule button > Calendar tab

Overview

This page will instruct you on how to search for an appointment.

Search For an Appointment

  1. Click the Search For Keyword button  located beneath the small calendar. The Search for Appointments window will open.

  1. There are three parameters you can use to search for appointments:
  • Patient: Search for and select the patient whose appointments you would like to view. This field can be used alone without a date or keyword.
  • Date: Enter a date to view all of the appointments schedule for that day. This field can be used alone without a patient or keyword.
  • Keyword(s): Enter a keyword to view all patients whose appointments contain that word. This field can be used alone without a patient or date.
Example: To locate all appointments made with an appointment reason of Sore Throat on 4/27/2018:
  1. Enter 4/27/2018 in the date field.
  2. Enter Sore Throat in the Keyword(s) field. 
  3. Click the Search button.
  1. The appointment(s) matching your search parameters will be listed. As you click through the appointments, the details will show and will include:
  • Appt Date
  • Start (time of appointment)
  • Status: The Billing status of the appointment will be shown here. 
Note: If there is not yet a Billing Status, this field will be blank.
  • Appointment: The details of the appointment will show here.
  • Location: The location for which the appointment was scheduled.
  • Staff Name: The staff/provider with whom the appointment is scheduled will be listed here.
Note: If the appointment was not assigned to a provider, this field will be blank. If this field is blank, and you click Go To Appt, you will not see the appointment on the scheduled unless the Not Assigned checkbox is selected on the Calendar.

  1. Click the Go To Appt button to be taken to a particular appointment's schedule day.
Version 14.10
Path: Smart Toolbar > Schedule button > Calendar tab

Overview

This page will instruct you on how to search for an appointment.

Search For an Appointment

  1. Click the Search For Keyword button  located beneath the small calendar. The Search for Appointments window will open.

  1. There are three parameters you can use to search for appointments:
  • Patient: Search for and select the patient whose appointments you would like to view. This field can be used alone without a date or keyword.
  • Date: Enter a date to view all of the appointments schedule for that day. This field can be used alone without a patient or keyword.
  • Keyword(s): Enter a keyword to view all patients whose appointments contain that word. This field can be used alone without a patient or date.
Example: To locate all appointments made with an appointment reason of Sore Throat on 4/27/2018:
  1. Enter 4/27/2018 in the date field.
  2. Enter Sore Throat in the Keyword(s) field. 
  3. Click the Search button.
  1. The appointment(s) matching your search parameters will be listed. As you click through the appointments, the details will show and will include:
  • Appt Date
  • Start (time of appointment)
  • Status: The Billing status of the appointment will be shown here. 
Note: If there is not yet a Billing Status, this field will be blank.
  • Appointment: The details of the appointment will show here.
  • Location: The location for which the appointment was scheduled.
  • Staff Name: The staff/provider with whom the appointment is scheduled will be listed here.
Note: If the appointment was not assigned to a provider, this field will be blank. If this field is blank, and you click Go To Appt, you will not see the appointment on the scheduled unless the Not Assigned checkbox is selected on the Calendar.

  1. Click the Go To Appt button to be taken to a particular appointment's schedule day.