Scheduling Appointments

Scheduling Appointments From the Main Menu

To schedule an appointment from the main menu:

1. Click the Schedule Appointment button. The View Schedule window is displayed.

2. You can use the panes to the left of the calendar to find an appointment time based on specific criteria. In this window, the following panes are available:

3. Schedule Offices

4. Schedule Doctors

5. Find Appointments

OR

You can click a doctor's name on a specific date on the calendar and access the schedule book in View or Zoom mode.

3. Click an appointment in the schedule book. The OrthoTrac Patient Lookup window is displayed.

4. Select a patient and click OK. The appointment information is displayed, including the name, date, time, chair, type, time units, and any comments.

In this window, you can:

1. Select the color of the appointment

2. Select the procedures associated with this appointment

3. Access the OrthoTrac Patient Lookup window

4. View sibling appointments

5. Click OK. The appointment is scheduled.

Related Topics

Scheduling Appointments From the Patient Chart

Confirming Appointments

Canceling Appointments

Changing Appointments Using the Clipboard

Using Cut and Paste Scheduling

Working with Recalls

Scheduling Reports

Printing the Schedule

Skill Sharpeners