SANDI - Appointment Scheduler

The following article explains how to add, edit, and delete appointments in the SANDI scheduler.

Search for Open Appointment Slots

  1. Bring up the patient you want to schedule in the Patient Dashboard.
  2. Select the arrow to the right of next to Appointments.

AddNewAppointment

  • The client/patient/visit information remains static at the top of the page.
  • You do NOT have to fill out all the criteria.  In many cases you can just select the day or week (above the calendar) and select Section and Submit.

EmptySearch


Search Examples

Find an open appointment by Section. In our example, we are looking for all appointments, by week in Cardiology 11/1/21 to 11/5/21

  1. Select the weekly tab and select the week you want to see.
  2. At Section, select Cardiology
  3. Select Submit
  4. Booked appointments show in Green.  Open appointment slots are Blue.

Note: Overbook/drop off, regular appointments and rechecks display in separate column. Scroll down and to the right to see all appointments.

openappointmentbySecton.Inourexample,wearelookingforallappointments,byweekinCardiology11-1-1to11-5-21


Find an open appointment by Service only.  In our example, we are looking for all appointments, for regular Cardiology 11/1/1 to 11/5/21

  1. Select the weekly tab and select the week you want to see.
  2. At Section, select Cardiology
  3. Select Submit

appointmentbyServiceonly. Inourexample,wearelookingforallappointments,forregularCardiologyappointmentsfortheweekof11-1-1to11-5-21REV1

See all open appointments in Cardiology in November

  1. At Section, select Cardiology
  2. Enter Date Range for 11/1/21 to 11/30/21
  3. Select Submit

Note: Scroll down and to the right to see all appointments.

openappointmentsinNovemberbyService


See all open appointments in Cardiology in November on Tuesday only

  1. At Section, select Cardiology
  2. Enter Date Range for 11/1/21 to 11/30/21
  3. Select the check box by Tuesday
  4. Select Submit

openappointmentsinCardiologyinNovemberonTuesdayonly


See all open appointments in November by Service (Souza Appointments)

  1. Select your desired criteria at Service, each section has different processes. In our example we will select Souza Appt to see all appointments for Dr. Souza
  2. Enter Date Range for 11/1/21 to 11/30/21
  3. Select Submit

openappointmentsinNovemberbyService

Create a New Appointment 

Edit/Rebook New Appointment

1. Bring up the patient you want to schedule in the Patient Dashboard.

2. Select the arrow to the right of next to Appointment

SelectExistingAppointmenttoEdit-Rebookit

At Edit Appointment select Rebook

Rebook-ChooseNewApptR1

3. Select the Section (Cardiology in our example)

4. Search and find the day/time upon which you would like to reschedule the appointment

5. Select the appointment time slot (11/12/21 at 7:31am in our example)

6. Select OK to confirm the rebook.

Rebook-EditApptR1

You will receive the message Appointment booked, select OK.

Rebook-Complete

You will now see the appointment on the calendar on the new day/time.

Rebook-ApptBooked




Keywords:appointment, reschedule,   Doc ID:114542
Owner:Tina O.Group:University of Illinois College of Veterinary Medicine
Created:2021-10-28 08:09 CSTUpdated:2021-11-03 12:05 CST
Sites:University of Illinois College of Veterinary Medicine
CleanURL:https://answers.uillinois.edu/illinois.vetmed/sandi-appointment-scheduler
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