Description
This quick guide demonstrates how missed appointments can be brough up and rescheduled utilizing the Search tab in the Sidekick.
Steps
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Click the Search tab at the top of the Sidekick.
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The Sidekick changes to the Search tab. Click Available Time to bring up more search options.
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Select Missed Appointments from the selector drop-down.
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The first filter is for selecting which Providers to limit the search results to.
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The second filter is for selecting which Clinics to limit the search results to.
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The third filter is for selecting the time frame to limit the search results to. Use the calendar drop-down to select the From date for the beginning of the time frame, and the To date for the end of it.
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The final filter is for selecting how the search results will be Sorted.
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Click Search to bring up the results.
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The results display as a list of appointments.
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Click on any appointment to expand its details and bring the patient up on the Sidekick.
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Click the Patient tab at the top of the Sidekick.
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Click the Profile drop-down arrow to open the Profile Summary.
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Use the contact information in the Profile Summary to contact the patient and reschedule the appointment.
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Click the Search tab to return to the search results.
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Click and drag the appointment over to the appropriate spot on the schedule.
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The appointment will be scheduled in the appropriate spot.
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