Appointment Search with Multiple Locations

Multi-location Search without Rooms configured:

This works similarly to the normal Appointment Search but with Locations enabled (see https://soeidental.atlassian.net/wiki/spaces/PHS/pages/302186740) within EXACT you will see additional fields for selecting a location for the appointment.

In this case, the Locations (LOC in this example) are shown against Providers, based on Preferred Location recorded in the Provider file. If a provider works at more than one location or you find the currently selected location is incorrect then there is an option to override Providers Preferred Location in the bottom right corner of the window if needed.

Making a Room Available for Multi-location Appointments

The Room must be configured with a Location in the Appointment Book Setup > Edit Room window:

Appointment search for a single Provider across multiple Locations

Practices with multiple Locations often have individual Providers conducting treatment in Rooms across those Locations.

Patients tend to book appointments with their personal Provider, so Receptionists from one location need to be able to offer patients alternative appointments for the same Provider in another location.

For example, a patient wants to book an appointment with her preferred Dentist at Location 1 for Saturday morning, but that Dentist only practices at Location 2 on Saturday mornings.

The multi-location Provider Appointment Search gives patients a full choice of appointment slots for their personal Provider, wherever that Provider may be working across the entire practice.

Multi-location capability maximises appointment bookings for the practice, which contributes revenue.

Multi-location search with Rooms configured:

In this case, the Locations are shown against Rooms, not against the Providers.

If you select Provider: Any Dentist and In Room: Any Room, you will then have multi-Location/Room options in the manual dropdown menu against the Book button:

To search across Locations for appointments with one Provider (Rooms configured)

Run an Appointment Search as normal, but proceed as follows:

Select the Provider (in this example, Dentist RGP)
Select Any Room (because you want to locate appointment options for RGP across any Rooms, regardless of Location).
So long as RGP has been configured as practising in Rooms across the Locations, you can then select a Room/Location for RGP, and view the appointment slot options from which to choose: