Search for Available Appointments

In this topic, you will learn how to search the clinic schedule to find available appointment times.

The Available Appointments View

To search for available appointment times, use the Available Appts view in the Schedule tab:

Searching for Appointments

Follow these steps to use the Available Appts view in the Schedule tab to search for appointment times that are open:

  1. Select the Schedule tab, by either clicking the tab in the row of tabs just below the menu bar, or press F3.
  2. From the Schedule tab, select the Available Appts tab.
  3. Select a clinic from the Clinic list.
  4. From the Staff list, select a specific staff member to search that person's individual schedule.
  5. Select a starting date for the range of dates to search by doing one of the following:
    • Entering the date in the From field, in the form MMDDYYYY. Insight EMR will enter the separator / characters for you automatically.
    • Clicking the arrow at the right of the From field to display a calendar from which you can either select a date or select the current date by clicking Today.
  6. Select a ending date for the range of dates to search by doing one of the following:
    • Entering the date in the To field in the form MMDDYYYY. Insight EMR will enter the separator / characters for you automatically.
    • Clicking the arrow at the right of the To field to display a calendar from which you can either select a date or select the current date by clicking Today.

      Note: To search appointments for the current date, make the From and To dates today's date.

  7. After you select the From and To dates, the system automatically populates a list of dates and times during which appointments can be made in the Available Appointments tab:
Click here to move×