Quick Guide

1. Open PMOffice.
2. Select the correct waiting list from the Published Waiting List tab.
3. Search for patient(s) by field/filter.
4. Right click on correct encounter and choose Schedule from the menu.
5. Click on ellipsis (…), select correct appointment type and click OK.
6. Click Move.
7. You can now schedule date and time using a new time slot or part of a contiguous slot. See below.

 
Scheduling the Appointment – Using a New Time Slot

8. Locate the date for the appointment using the calendar.
9. Select the Slot for the correct Resource; New Appointment Types have a blue border.
10. Selecting the Schedule button will display the clinic details.
11. The Unconfirmed appointment displays against the resource, you must select Confirm to confirm the appointment.
12. Select the Correspondence Schedule Resource; this will display on the patient letter informing the patient who they will see. Click OK.
13. The appointment will now display as a confirmed (blue) New appointment against the resource.

 
Scheduling the Appointment – Using Part of a Contiguous Slot

8. Locate the date for the appointment using the calendar.
9. Select the Start Time for the correct Resource.
10. Selecting the Schedule button will display the clinic details.
11. You must adjust the Patient Duration to reflect the minutes that this appointment will be scheduled. If this is not adjusted, this appointment will schedule longer than required!
12. The Unconfirmed appointment displays against the resource, you must select Confirm to confirm the appointment.
13. Select the Correspondence Schedule Resource; this will display on the patient letter informing the patient who they will see. Click OK.
14. The appointment will now display as a confirmed (blue) New appointment against the resource .