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

Viewing the Schedule -- Week

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

1. In the Schedule Appointment calendar, select a date and click a provider's name. The View window is displayed.

2. Click Week. This view shows the current appointments on all days in a week and enables you to adjust your scheduling.

3. Click on a day to select it.

• To view a selected day from the Week view, click View or Zoom.

The classic mode of the Week view uses the following symbols:

• Smiley FaceA smiley face indicates that a patient is scheduled in this appointment time.

• ArrowsArrows below a smiley face indicate that the appointment is more than one unit.

• Gray SpacesGray spaces indicate blocked-out or closed time.

• Dashed Lines (--)Colored spaces with dashes indicate open time.

• Appointment Type InitialsInitials of the appointment type indicate what this chair is reserved for on the schedule.

• Forward Slashes (//)Forward slashes below appointment type initials indicate that more than one unit of time is reserved for this appointment type.

Hold your mouse button down on a scheduled appointment (smiley face) to display a small window with the patient’s name, appointment type and time, the number of units, and appointment length.

4. Use the buttons at the bottom of the Week View window to see more information about the schedule.

• ViewDisplays the Daily view of the schedule.

• ZoomDisplays the Zoom view of the schedule for the selected day.

• StatsDisplays the Schedule Statistics window.

• CalendarDisplays the View Schedule window.

• PrintPrints a copy of the schedule.

• CloseCloses the Week view of the schedule and returns you to the patient chart or main menu.

5. Click the reserved time or open time in which you want to schedule a patient and click Zoom. The Zoom mode is displayed with that time visible.

6. Click the appointment type you want to schedule. The Appointment Details window is displayed.

7. When viewing a week that has already passed, no-show appointments and completed appointments are view-only and are displayed in gray. Completed appointments display with a smiley face icon, and no-show appointments display a frown icon. Appointments in the past are also displayed in gray.

Related Topics

Viewing the Schedule

Viewing the Schedule -- View

Viewing the Schedule -- Zoom

Viewing Archived Schedule Days

View Day