Viewing the Schedule -- Zoom

Version 15.1 of the OrthoTrac software improves the scheduling workflow. This new interface offers improved readability for each appointment block in the Zoom view.

You can toggle between the new and the classic display styles by using the New Style Display option in the lower-left of the window.

To use the Zoom view from a patient's chart:

From the patient chart, select Functions > Schedule Appointment. The Appointment summary view is displayed.
Click Schedule Appointment. The View Schedule window is displayed.
In the Schedule Appointment window, click the name of the desired doctor on the desired date. The view mode is displayed.
Click Zoom to display part of a single schedule day.

You can hover over an appointment block to see additional information, such as the date, time, and length of the visit. If the staff member lacks access rights to the chart, this option is disabled.

Use the scroll bar along the right side of the window to move within the day. You can click AM or PM above and below the scroll bar to go to the beginning or end of the day. When moving your cursor on the grid, the appointment time column and chair row are highlighted to indicate your location on the grid.
Click an open time or reserved space in which you want to schedule a patient. The Appointment Details window is displayed. See Scheduling in Zoom Mode for information on how to schedule an appointment.
Use the buttons across the bottom of the Zoom Mode window to see additional information about the schedule. Zoom Mode Function Buttons

Click Edit Messages to add or change messages. To view all messages one at a time, use the scroll arrows.
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.
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.
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.
Select the new doctor’s name and click OK. A prompt is displayed, asking you to confirm the change. Click Yes.
Open Patient Flow to update all patients scheduled for the day with the new doctor.
To return to the Appointment Summary window from the Zoom schedule display, click Close.

When using the Zoom view, keep the following in mind:

If you select a day other than today, the schedule view defaults to the beginning of the day.
If you select today, the schedule view defaults to the current time.
If you use the scroll bar to view a particular time on the schedule (for example, 1:30), and then click the navigation buttons to view either previous or future schedule days, the view for the day starts at the same time (1:30 in this example).
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:
When viewing a schedule day that has already passed, no-show appointments and completed appointments are view-only and are displayed in gray. Completed appointments display a smiley face icon, and no-show appointments display a frown icon. Appointments in the past are also displayed in gray. Patient appointments are displayed with a border of their original appointment type color.