Using the OrthoTrac Scheduling Module > Scheduling Appointments from the Patient Chart > Viewing the Schedule

Viewing the Schedule -- View

Use the View window to display an entire day of your schedule. You can use this view to schedule a patient who must have an appointment on a specific day.

Morning hours are displayed on the left page, and afternoon hours are displayed on the right. If your schedule is set up in five-minute increments, vertical scroll bars in the center of the window enable you to view all of the morning and afternoon hours. Tabs along the side of the schedule enable you to jump to other days of the week.

When moving your cursor on the grid, the appointment time column and chair row are highlighted to indicate your location on the grid. Tabs along the side of the schedule enable you to jump to other days of the week.

Once a patient is on the schedule, procedure codes associated with the scheduled appointment are displayed under the patient’s name. If a scheduled appointment has multiple procedure codes attached to it, the display will contain as many codes as possible, based on the number of units of the appointment. Procedure codes are not visible on single-unit appointments.

Tip:Hover your cursor over a patient appointment to view patient information such as appointment date and time, home phone, age, gender, DOB, dentist, primary referral source, and appointment type.

To use the View mode from a patient's chart:

1. From the patient chart, select Functions > Schedule Appointment. The Appointment summary view is displayed.

2. Click Schedule Appointment. The View Schedule window is displayed.

3. If the patient already has an appointment scheduled, you can click the date of the appointment to see additional information. The View window for that date is displayed.

3. In the Schedule Appointment window, click the name of the desired doctor on the desired date. The view mode is displayed.

4. You can right-click an appointment to select one of the following options: Show Appointment Information, Load Chart for Selected Patient, or Cancel. If the staff member lacks access rights to the selected chart, this option is disabled.

4. Click an open time or reserved space in which you want to schedule a patient to display the Appointment Details window. See Scheduling in View Mode for information on how to schedule an appointment.

5. Use the buttons at the bottom of the Day View window to see more information about the schedule.

   • Zoom — Displays the schedule in Zoom mode for that day.

   • Week — Displays the Week view of the schedule.

   • Stats — Displays the Schedule Statistics window.

   • Msgs — Displays the Schedule Messages window, where you can add or view messages about the schedule. The Msgs button displays in green if there are messages entered for that day.

   • Calendar — Displays the Schedule Appointment window.

   • Print — Prints a copy of the schedule.

   • Close — Closes the View window and returns you to the patient chart or main menu.

6. Click on the day of the week and date at the top of the schedule to display a calendar, enabling you to select a different date.

7. Click on the location name at the top of the schedule to display a list of schedule locations in your practice, enabling you to select a different schedule location.

8. Click on the doctor name at the top of the schedule to display a list of schedule doctors in your practice, enabling you to change the schedule doctor.

9. Select the new doctor’s name and click OK. A prompt is displayed, asking you to confirm the change. Click Yes.

10. Open Patient Flow to update all patients scheduled for the day with the new doctor.

9. To return to the Appointment Summary window from the View window, click Close.

10. When viewing a schedule day that has already passed, no-show appointments and completed appointments are view-only and are displayed in gray. Appointments in the past are also displayed in gray. Patient appointments are displayed with a border of their original appointment type color.

Related Topics

Viewing the Schedule

Viewing the Schedule -- Zoom

Viewing the Schedule -- Week

Viewing Archived Schedule Days

View Day