Skill Sharpeners

Exercise 1: Schedule an Appointment from the Patient Chart

Laurie Abbott, an existing patient, calls your office for an appointment. She states that it is not an emergency, but she would like to come in within the next few days.

To schedule an appointment from Laurie’s chart:

Click the Open Patient Chart button. The OrthoTrac Patient Lookup window is displayed.
Type Abbott (the patient’s last name) and press Enter. If there is more than one client with that last name, ensure that the proper name is selected and click OK. The patient chart is displayed.
Click the Schedule Appointment button. The Appointment Summary window is displayed.
Click Schedule Appointment. The View Schedule window is displayed.
Select a date during the week when Laurie can come in for an appointment. The View or Zoom view of the schedule is displayed.
Click an open ADJ appointment for a time that Laurie can come to the office. The Appointment Details window is displayed.
Click OK.
Click Close.

Exercise 2: Search for an Appointment

John Doe has already had his records exam and calls your office to say that he is ready to begin treatment. He can only come in for a banding appointment on a Tuesday, Wednesday, or Thursday morning. How can you search quickly for an appointment that works for Mr. Doe?

To search for an appointment:

In the patient chart, click the Schedule Appointment button. The Appointment Summary window is displayed.
Click Schedule Appointment. The View Schedule window is displayed.
Select the office and doctor from the Schedule Office and Schedule Doctor standards.
Select the appointment type BND9 from the Find Appointments standard. A list of available appointment times is displayed.
To refine your selections, click Edit Settings. The Searching for window is displayed. Select from the following fields:

Between these times: 8:00 am to 12:00 pm
On these days: Deselect Tuesday, Friday, and Saturday

Click Start Searching. A list of available times is displayed.
Click an appointment time. The appointment information is displayed, including the patient name, date, time, chair, type, time units, and any associated comments.

Click OK. The appointment is scheduled.

Exercise 3: Cancel an Appointment

A patient calls your office to tell you that he is unable to keep his scheduled appointment and he will call you back when he is able to reschedule.

To cancel an appointment:

In a patient chart, click Schedule Appointment. The Appointment Summary window is displayed.
Click the red X next to the appointment you want to delete. The Cancel Appointment window is displayed.
Select an option to identify who is canceling the appointment.
Click OK.