Scheduling Appointments

Scheduling Appointments From the Patient Chart

To schedule an appointment from a patient's chart:

  1. Click the Open Patient Chart button. The OrthoTrac Patient Lookup window is displayed.

  2. Select a patient and click OK.

  3. Click the Schedule Appointment button. The Appointment Summary window is displayed.

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

  1. For practices with multiple locations, select the offices you want to display from the Schedule Offices standard.

  2. Select the doctors who are available to see the patient from the Schedule Doctors standard.

  3. To include all available appointment times in your search, skip to step #8. Otherwise, select one of the following time intervals from the Find Appointments standard:

  4. 4w

  5. 6w

  6. 8w

  7. 10w

  1. Select an appointment type or procedure code from the Find Appointments standard. A list of available appointment times is displayed.

  2. To refine your selections, click Edit Settings. The Searching for window is displayed.

  3. Select from these fields:

  4. Search these dates

  5. Between these times

  6. On these days

  7. In these chairs

  8. Search open slots

  1. Click Start Searching. A list of available times is displayed based on the criteria.

  1. Click an appointment time. The appointment information is displayed, including the patient name, the date, time, chair, type, time units, and any associated comments.

 In this window, you can:

  1. Select the color of the appointment

  2. Select the procedures associated with the appointment

  3. Access the OrthoTrac Patient Lookup window

  4. View sibling appointments

 

Related Topics

Scheduling Appointments From the Main Menu

Confirming Appointments

Canceling Appointments

Changing Appointments Using the Clipboard

Using Cut and Paste Scheduling

Working with Recalls

Scheduling Reports

Printing the Schedule

Skill Sharpeners