CTL Confirm-IT - Manual (Page 13)

Scheduling An Appointment
Confirm-IT User’s Guide
9
Refine Search, Search Again
When entering an appointment, if the information entered locates multiple matches for a
previous patient or customer, a secondary search screen appears. It shows what key
words were entered and allows you to change or add additional information to search on
and search again to refine the search.
Figure 6A Search Results – Search Again
Appointment Screen
Figure 6B Appointment Screen, Manual Phone Reminder
Manual Phone Reminder -The
person requesting an appointment
may specify that they want a personal
phone call. When this box is checked,
a “T” is displayed for that appointment
in the calendar view. This provides an
alert to the staff that a manual phone
call reminder is required for this
customer.
Reschedule Reminder - will send a
reminder on this future date to this
client requesting that they call in to
schedule a follow up appointment.
The appointment screen has a General and Advanced
Tab. Commonly accessed features are shown in the
General tab area and others are shown by selecting the
Advanced tab.
System wide settings can be
over ruled for this customer.
(night shift workers etc.)