User's Guide

Daily Operation >> Schedule New Appointments >> Surgery >> Search-first

  1. On the New Appointment menu, click Surgery.

  2. Select a location, and, if applicable, select a grant fund and/or volume client.

  3. If the appointment will have an owner, click Owner, and search or create the owner as appropriate. If the appointment has a volume client only, select the volume client and click Volume Only.

  4. Add patients to the appointment using the sex, species, and count dropdowns near the top left.

    You can also use the plus/minus controls to add and remove patients, respectively.

    The pricing that comes up is determined by your Service Profiles.

  5. If you wish, enter patient and service detail in the lower part of the page. You may also ignore this until after patient has checked in.

    Entering more info about patients up-front can save time later, but it's up to you how much you want to enter now. Note that until given proper names, patient names are sequentially generated (i.e. "Patient 1", "Patient 2" and so on).

  6. When you're finished adding patients, click the Select Date button.

  7. Look through the list of dates offered and click the Schedule button for the date you want.

    This list shows what the impact of the appointment will be on each day if scheduled. When a day is not allowed, the reason is shown on the far right in the Action column.

  8. You're done! This screen is shown when the appointment is booked.