General Navigation:
- Navigate to the Booking tab in your office portal, and you’ll be taken to the “Review Bookings” page.
- By default, today’s date is going to show up, and you’ll be able to see any requested bookings.
Searching For Bookings:
- To search for a booking by procedure date or booked date, click on the appropriate option…”Search by procedure date” or “Search by booked date”.
- To navigate from one day to the next click on the green arrows or select a date using the calendar icon.
- You can sort patients by clicking on the arrow next to the column name you wish to sort on.
- To search for a specific patient’s booking request, enter the patient’s last name in the left navigation. You can also put in their first name and/or DOB to have a more narrowed down search.
- To search by physician, select a physician from the dropdown menu where it says “Select Physician”.
- To search by a specific scheduler at your office, select a scheduler from the dropdown menu where it says “Select Scheduler”.
- To search by status, select a status from the dropdown menu where it says “Select Status.”
Always click “Search” when ready.
Next Up:
Performing Actions (Office)
