Using the Schedule Appointment Calendar

The Schedule Appointment calendar enables you to schedule appointments and recalls for your patients and gives you several ways to view your upcoming appointments. You can access this window from the main menu or from the patient chart.

When you open the Schedule Appointment calendar from within the patient chart, you can view recall appointments, sibling appointments, treatment plan information and the next appointment.

When using the Schedule Appointment calendar, remember the following:

Active schedule days on the calendar display all available doctors in their corresponding color.
Schedule dates in the past that have not yet been archived display in light gray with black text
Archived dates display in dark gray with white text.
To view past months, click the left arrow on the Today button. To view future months, click the right arrow on the Today button.
At the beginning of each week, a minus or a plus sign is displayed, indicating whether the week is in the past or the future. A number indicates how many weeks behind or ahead of the current week the selected week is. For example, +1w indicates that a week is one week ahead of the present week, while -3w indicates that the week is three weeks past the present week.
When accessed from the patient chart, the left side of the View Schedule window displays the following standards:
Schedule Offices
Schedule Doctors
Find Appointments
Patient Name (with the option to view or add sibling information)
Charting Detail
Recalls
To deselect all items in a standard, click the standard's title bar.

To access the Schedule Appointment calendar:

Click the Schedule Appointment icon or select Functions > Schedule Appointment from the menu bar.

In the patient chart, select the Schedule Appointment icon and then click the Schedule Appointment button.