Find existing appointments

Find previously scheduled appointments by selecting the Find Existing Appointments link in the Scheduling Calendar.

1. Select Find Existing Appointments.
   Result: The Find Existing Appointment form displays.
   Note: Steps 2-15 describe filters you can use to narrow down the appointments to display. The output will be all appointments that meet the specified filter criteria.
2. In the Search Site(s) field, check off the sites to include in the search.
3. Enter the Search Start Date and Search End Date.
4. Enter the Search Start Time and Search End Time.
5. Check off the days of the week to include in the search.
6. In the Search Duration field, enter the block (in minutes) of available time needed.
7. Enter the Maximum Number of Search Results To Display.
8. Enter the Practitioner Name or ID# and select the practitioner from the list of matches
   or
   Select the Practitioner Ethnicity and Practitioner Gender to include in the search.
9. For individual appointments, enter the Client Name or ID# and select the client from the list of matches.
   or
   For group appointments, enter the Group Name or ID# and select the group from the list of matches.
10. Enter the Service Code Name or ID# and select the appropriate service code for the existing appointment.
11. In the Eligible Practitioner Code field, select practitioner codes to filter the search results.
12. In the Practitioner Language field, filter the search results by a specific language.
13. Select whether or not to Display Cancelled Appointments in the search results.
14. In the Resource field, select one of the available site resources (Resource Definition form) to search for.
15. In the Room field, search for and select one of the available rooms (Room Definition form) to search for.
16. Select Find Appointment to display the Find Existing Appointment Results screen.
17. Select an appointment and select OK.
    Result: The Scheduling Calendar re-displays with the appointment highlighted.