PATIENT MANAGEMENT PROGRAM
F2 Appointment Grid
This method of adding an appointment does not use the appointment book directly, therefore you must supply
all the information about the appointment. You can also book multiple appointments and this is the fastest way
to add several appointments.
The F2 screen is broken up into the following sections:
Current Appointment shows the details for the appointment we are booking.
The Time Grid shows an overview of the day’s schedule. Numbers that appear in the grid boxes
represent the number of columns already in use for the specified time interval.
List of Appointments and Doctor tabs at the bottom show the appointments currently being
scheduled and an appointment book mini view. Scroll the appointment book screen to move to
times and click onto the screen to book appointments.
Patient Information on the right is a summary of information that may be required for scheduling
purposes.
To create one appointment only click the appropriate date on the calendar. Choose the Type of Appointment
and the units for the appointment with horizontal or vertical unit buttons. The unit buttons across and down
is an option that is selected under the Setup menu, Clinic Defaults. Pick the Room if appropriate. Remember
that rooms will only book vertical appointments.
Practitioners utilizing 5 minute interval times should schedule F2 appointments using the mini
view at the bottom as 5 minute slots are not visible on the grid.
To book the time of the appointment choose to either book by clicking onto a time in the Time Grid area or by
clicking onto the mini appointment view. Alter any other areas that are required such as Doctor for this
Appointment, Status, Comment. Click Finish.
To create multiple appointments follow the above instructions but do not click Finish. Click Add Another
Appointment after you have successfully entered the details for the first appointment. The date automatically
advances to the next day. Click the next appointment date on the calendar and then the appropriate time.
Continue this process until you have booked all required appointments. You may print an appointment List or
Calendar from this screen if you wish. Click Finish when you have completed all appointments.
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Customizing PMP for Your Office