Exercise 1—Schedule a new patient.
A new patient, Joan Spurgeon, has called for an initial appointment. To make a pre-defined initial appointment:
Click the Phone inquiry button. The Select person on the phone window is displayed.
Click Add. The Add New Person window is displayed, asking if this new person is also a patient.
Click Yes. A blank clipboard is displayed.
Type the name joan spurgeon as the new patient. Type her home phone number: 9995554321. Type her work phone number: 9995556789x327. Type her date of birth, 08041972, and other necessary data.
Click OK. The Clipboard Marked Incomplete window is displayed. Click No. The Select person on the phone window is displayed, and Joan Spurgeon is on the list.
Click OK. The Phone Inquiry window is displayed.
Click Make appt. The Make New Appointment window is displayed.
Click the Description button, and select NPA—New patient exam–adult.
Click OK. The appointment is created as a yellow box of the appropriate length. The appointment is floating on the appointment book—that is, it is in reschedule mode and has not yet been moved to the day and time that the appointment occurs.
Try to schedule the patient for the next day, click the +1 tab at the top of the appointment book. The displayed page in the appointment book changes to the next day, and the appointment that you created is still floating. If no slot is available, click +1 again until you find an available slot.
Drag the appointment to any open slot of the appropriate length in one of the two hygiene chairs.
When the yellow appointment is in an appropriate slot, double-click it. The appointment changes from yellow to white, indicating that it is scheduled.
Exercise 2—Schedule an appointment for a patient who has a treatment plan.
Kevin Amburgey needs an appointment for surgical extractions of tooth 16 and tooth 17, and an amalgam on tooth 4. The doctor wants the appointment to be seven time units (70 minutes):
1 unit of non-producer time
2 units of producer time
1 unit of non-producer time
2 more units of producer time
1 unit of non-producer time
To make an appointment from the treatment plan:
Click the Phone inquiry button. The Select person on the phone window is displayed.
Select Kevin Amburgey from the list, and click OK. The Phone Inquiry window is displayed.
Click Make appt. The Select procedures to perform during this appointment window is displayed.
All of the procedures in the treatment plan are in green, and their Status is Include in this appointment. The doctor has decided, however, to do the amalgam and only one of the extractions during the first visit, and the other extraction during the next visit.
Highlight the procedure for tooth 16, and click Change visit #. The Change Visit window is displayed and defaults to Visit # 2.
Click OK. The visit number on that procedure is now 2. The procedure is displayed in black and at the bottom of the list. The status is now Not yet scheduled.
Change the visit number for the tooth 17 procedure to Visit # 2.
Click Schedule selected items. The Make New Appointment window is displayed. The procedures for visit #1 are displayed.
In the Description field on the left side of the window, type EXT 1, 32 AMAL 4, and press Tab.
From the Tx Class drop-down list, select Extraction.
At the top of the window, select the appropriate time unit, and click OK. The appointment is in reschedule mode.
Drag the appointment to an appropriate day and time in a JEK column, and double-click it. The appointment has been made.
Appointments Made During Checkout
Rescheduling and Cancelling Appointments