Creating Encounter Form Styles

You can create as many Encounter Form Styles as you like, with each style specifying its own list of services.

To specify which services you would like to appear in the service list on the form, use the NavBar to go to Scheduler Lookups > Encounter Form Styles.

Next, click the New button in the top toolbar, or use the <CTRL><N> hotkey, or right-click in the list area and select New from the pop-up menu. and enter a shorthand code and description for your new Encounter Form Style, and a description.

The next step is to add the specific detail lines, including section headings, blank lines, and services

Navigating through Dates in the Scheduler

There are several ways to move from date to date in the SOS Scheduler. For this discussion we will use the Work Week View, but almost all the other appointment grid views work in a similar fashion.

Previous and Next Arrows

Go To Date…

Calendar Side-Bar Selector

Using the month and year buttons at the top of the calendar, display the desired month, then just click on the desired date in the calendar.

Changing Existing Appointments

Changing appointments in the Scheduler is similar to changing objects in other parts of the SOS system:

  1. Open one of the appointment views, such as the Week View.
  2. Locate the appointment you would like to delete.
  3. Right-click the appointment to open the pop-up menu.
  4. Click Open or just double-click the appointment.
  5. Make any desired changes.
  6. Save or Save and Close.

Deleting Appointments

Deleting appointments in the Scheduler is similar to deleting objects in other parts of the SOS system:

  1. Open one of the appointment views, such as the Week View.
  2. Locate the appointment you would like to delete.
  3. Right-click the appointment to open the pop-up menu.
  4. Click Delete.

Searching for Appointments

From the SOS Navigation Bar (usually on the left side of the screen) expand Scheduler, then click Search Appointments to display the Search Appointments List View.

Using the Auto-Filter Row

Like many other List View screens in SOS, this one has the Auto-Filter Row at the top, right under the column headings, by adjusting the text or value, and the operator (equals sign, greater than, less than, and so on) in the Filter Row for a particular column, you can change the view to display only the rows for which your filter condition is true. See the page Exploring List View Features for more details.

Using the Find Panel

Although the Find Panel is usually not displayed by default, you can open it with a couple of clicks:

  1. Right-click any column heading to open the context menu.
  2. Left-click the Show Find Panel feature.

You can then type some text to search all appointments that contain in any field the text that you typed. Let’s say that you have three patients named Jerry, as well as one provider with that name. If you type “Jerry” in the Find Panel, your list will then contain all appointments for patients named Jerry, but also all appointments for provider Jerry, regardless of the patients’ names.

On the other hand, if you type “Jerry” in the Patient/Subject column of the Filter Row instead, “Jerry” present in any other column will be ignored; only patients with Jerry in their name will be selected. Again, for more details see Exploring List View Features.

Checking for Previous or Future Appointments for a Specific Patient

If you are interested in either previous or future appointments for a specific patient, you can see those by opening any appointment for that patient and looking at the Previous Appointments tab, or the Future Appointments tab of the appointment. In fact, you can even open a new appointment, select the patient of interest, and look at those tabs before completing and saving the new appointment. You don’t have to use a previously saved appointment to take advantage of the feature. In fact, it is often during the entry of a new appointment that you might wonder if there are any future appointments already in the system for this patient, so all you have to do is to jump over the the Future Appointments tab to check.

In addition, you can always find a list of all a patient’s appointments by opening up the patient and selecting the Appointments tab.

  1. Start with the Patients – All Data selection on the SOS Navigation Bar.
  2. Open the desired patient.
  3. Select the Appointments tab.

All of the patient’s appointments will be shown in the list, but you can easily change the conditions in the first column of the Find Row to narrow down the range. By default, the operator in the first row is the equals sign, but you can easily change it to greater than (or greater than or equal to) or less than (or less than or equal to) to filter the list to just future appointments or just previous appointments, respectively by clicking the equals sign in that column header:

Once you have the desired operator, type or select or type the appropriate date for your list filter. For example, if you wanted to find all appointments in the future, you would change the operator to “is greater than” and type or select the current date in the Date column Find Row.