Refresh Appointment Information

You must refresh the on-screen information frequently to make sure that changes made by other users are reflected on this tab. One way to do this is by clicking on the Refresh Off toggle button located above the Appointment tabs. Once activated, the phrase "Auto Refresh On!" will scroll continuously across the button until that function is deactivated with a second click.

Do not try to work while the refresh button is active, as this will interfere with data entry. This button only updates the data displayed on the tab. Another way to update data is to click on the Reload button, which updates ALL screen information and deletes any unsaved data. Reloading screen data on the Schedule tab may also reposition the appointments on your schedule grid to bring the currently-selected appointment into view, if it was not previously visible.

The following data entry fields appear on both the Schedule Tab and the Appointment Register Screen.
Label Description
Staff ID The ID of the staff person whose schedule you want to view. Entry will autofill with the default Scheduling User ID, if one is used (see User Information). IDs can be typed in or selected from the lookup.
Date Defaults to today's date. Can be modified by using + and - keys to add or subtract a day, by typing in a new date, or by using the down arrow key to access monthly calendar pages. Use the right or left arrows to scroll through calendar pages and click on a date to select it. Pressing F8 or by double clicking in the field re-inserts the current date.
Loc ID Clinics with multiple facilities can use the Location ID field to limit the scope of their search to a specific location. In a multi-user clinic, the Location ID of the currently logged-in user will default. Users may be prevented from seeing information from multiple locations due to their security settings.
Arrived The time the patient arrived at the clinic, entered in 24-hour time. Can be set to fill in automatically when the Walk in field on the Appointment Register screen is checked (see Scheduling Options for more information). Pressing F9 or double clicking in this field inserts the current time.
In The time the patient first meets with clinical staff, entered in 24-hour time. Pressing F9 or double clicking in this field inserts the current time.
Out The time the patient was discharged, entered in 24-hour time. Pressing F9 or double clicking in this field inserts the current time.
Room The room or area currently occupied by the patient. The information in this field should change several times during the patient visit. Select user-defined entries from the field's drop-down menu.
Pt. Status The patient's current state, such as needs Nurse or with Provider. Can be set to fill in automatically when the Walk in field on the Appointment Register screen is checked. (See Scheduling Options for more information.) The data in this field should change several times during the patient visit. Select user-defined entries from the field's drop-down menu.
Note: The following buttons only appear on the Schedule Tab and the Patient Tracker Tab.
Search This button initiates a search after typing data into the Staff ID and/or Date fields of the Schedule tab (instead of using a lookup or other automatic data entry capability) and is disabled unless needed. On the Patient Tracker tab this button is used to initiate all searches.
Refresh Off Toggle to update information on the schedule tab you are currently viewing. Click once to activate and the phrase "Auto Refresh On!" will scroll across the button continuously until the button is clicked again. Deactivate as soon as new data has loaded. Do not leave this button activated while working in the schedule tab because it will interfere with data entry. Refresh after finishing with a patient or on returning to your computer after an absence.