While checking out, a patient’s next appointment can be made. The steps for making the appointment are based on whether the appointment is with a dentist, in which case it is an operative appointment, or with a hygienist, in which case it is a recall appointment.
To schedule an operative appointment:
Right-click on today’s appointment. A shortcut menu is displayed. Click Next appointment.
Click Description, and select the appropriate appointment type from the pre-defined appointment list. Change the description and time units, if necessary.
Click OK. The yellow, unscheduled appointment is superimposed on the appointment book.
Click-and-drag the appointment to move it.
To move to another day, use the calendar to select a different day. Drag the appointment to an open time slot, and double-click the appointment. When the appointment is scheduled, it turns from yellow to white.
To schedule a recall appointment:
Right-click on today’s appointment. A shortcut menu is displayed. Click Next appointment.
Click Recall appt. in the Make New Appointment window. The appointment information is filled in based on the patient's preferences on Page 2 of the clipboard and the predefined recall appointment. The appointment book advances to the date when the patient is due for the next recall appointment.
Click OK, and the appointment is ready to be scheduled.
Click-and-drag the appointment into a time slot.
Double-click on the appointment to change the status from unscheduled (yellow) to scheduled (white).
Rescheduling and Cancelling Appointments