Schedule an Appointment within Patient Flow

Tops Ortho provides multiple ways to create an appointment. The instructions below use Patient Flow.

1. Go to Utilities > Patient Flow, keyboard shortcut Shift-Command-F.
2. The patient must have a Status of Done. Click on their picture or name within the grid.

3. In the drawer that displays, click Search for Next Appointment.

   

4. In the Appointment Search window, the search defaults allow you to view the appointments available for the Procedure displayed. If needed, update the search criteria, and click Search. Note: The icons for -7 and +7 update the When field by seven days forward or backward.

   

   
   

5. Single click on the appointment line item. Note: This action opens a window of the Appointment Book and displays the appointment.

   

   
   
6. If the appointment you have selected looks good within the appointment book, double click the line item.
7. The Appointment window displays, update the fields as required.
   • If the appointment is due to an emergency, it is important to check the box beside Emergency.
   • To print an Appointment Slip, click Print Slip.

8. Click OK. The appointment will now appear on the appointment book.

   

9. Update the patient's status in Patient Flow to Checked Out.