Create Free Slot Search

You can create a free slot search to easily find specific appointments.

  1. In the Book a new appointment section of the Patient's Appointments, Special Booking or Clipboard views, select the arrow on the Find Slots button to open the drop-down list.
  2. Select the Search Setup button at the end of the list.
    The Free Slot Search Setup screen displays.

  3. In the left-hand panel, choose the Organisation from the drop-down list.
    All existing searches created for the selected organisation display.
  4. Select the Add button.
    A blank search form displays in the right-hand panel.
  5. Enter the search details:
      • Search Name - Name of the new search.

        Date period

        • Next 48 hours (default)
        • This week
        • Next week
        • This month
        • Next month
        • Specific date - Opens the calendar
        • Date range - Opens the calendar

        Clinician/Clinic - Multiple select available

        • Any (default)
        • or Specific Clinician(s)

        Gender

        • Any (default)
        • Male or Female

        Day - Multiple select available

        • Any (default)
        • or Specific Day(s)

        Time of day

        • Any (default)
        • AM or PM

        Slot Type - Multiple select available

        • Any (default)
        • or Specific Slot(s)

        Session Type - Multiple select available

        • Any (default)
        • or Specific Session(s)

        Viewable Only - This option will not display slots that are Non-viewable.

        Note - 'Non-viewable'slots cannot be viewed by patients using online appointments.

  6. Select Save to add your search.
  7. Select Close to exit.

The newly created search is now available in the Find Slots drop-down in all views.