From the Scheduler menu select the Find Slot option.
Select production type and choose the desired production type you are scheduling for.
Select All Providers to search for appointment slots matching that production type across all providers. You can also search just a single provider's schedule by leaving Use Prdr Sched. checked.
Ensure the desired search date(s) are indicated in the “From Date” and “To Date” fields. Utilize the calendar to quickly select the desired dates per field. A desired date range can also be utilized to indicate desired parameters. To utilize the field, place a check mark in the box at “Select Date Range” and choose the desired pre-designed selection.
Ensure the desired appointment duration is indicated in the “Length (mins)” field.
Ensure the desired search times are indicated in the “From Time” and “To Time” fields. Utilize the dropdown boxes to quickly select the desired times per field. The “AM,” “PM,” and “Full Day” indicators can also be utilized to indicate those daily parameters. Likewise, exclusion of lunch hours and holidays/exceptions can be indicated for the search.
Indicate the desired days for searching.
Indicate the desired provider(s) for the search.
Indicate the desired “Production Type” for the search.
Once the desired search parameters are designed, click the Find Slot button. A listing of selections is returned to the screen.
Double click the line of the desired appointment and proceed with scheduling the appointment..
