Clinical Overview: Schedule Appointments in Front Desk Module

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The Front Desk Module functions the same way as the Show All Appointments screen in Scheduler with the added filters that allows you to drill down to appointments by Location and Program.

1. Open the Front Desk Module by selecting Day to Day 🡪 Front Desk.
   
   
    
2. Select the subject you will be searching for from the drop-down. You can choose from Clients, Groups, Supervision, Meeting, School Rotation, Sr Staff, or Individual Psychotherapy. For our example we will look at a patient’s appointments, so we will leave the drop-down at Clients.
   
   
    
3. Once you have selected your subject click in the text box to the right and hit Enter on your keyboard to open the list of available Clients or whichever subject you selected, OR you can begin typing a name and scroll from there. Once you find your subject you wish to view appointments for, select it and it will populate in the text box with additional details.
   
   
    
4. Location: Select from the location drop-down list to only see appointments from the selected location for the previously selected subject.
5. Program: Select from the program drop-down list to only see appointments from the selected program for the previously selected subject.
   
   
    
6. Show Appointments: In this drop-down you can choose what appointments you want to see. You will see that in the top left it will say Front Desk Current or whichever filter you have selected.
   
   
    
7. Refresh: Once you have selected your subject and applied all your filters, click the Refresh button to show your search results in the table below.
   
   
    
8. New Appointment: If you want to create a new appointment for the selected subject you can click the New Appointment button and a Next Available Slots screen will pop-up. From this screen you can change the Resource and filter by a date range and availability type.
   
   
   • Change the Resource/User if desired.
   • Apply any additional filters to change the available time slots.
   • Once you have all your filters set, double-click on the time slot you wish to schedule the appointment in.
     • This will open the Appointment screen.
       
       
        
   • Select the Subject (once you select the subject the Chart and Location will populate).
   • Select an appropriate Visit Type.
   • Click Save to finally create the appointment.