Managing Your Practice > Using the Appointment Book > Scheduling Appointments > Using the Select Person on the Phone List

Scheduling by Phone Inquiry

The Family recall information section of the Phone Inquiry window includes the following buttons:

• ClipboardLaunches the Clipboard for the selected patient.

• Edit recallLaunches the Recall Info window for the selected patient. You can modify the patient's recall cycle, producer information, and other appointment aspects.

• Appt. historyLaunches the Appointment History window for the selected patient, which provides an overview of previous appointment details.

• Make appt.Launches the Make New Appointment window. For more information, see Making a New Appointment.

• Go to appt.Displays the page of the Appointment Book that includes the patient's next appointment.

• Ptn. contactsLists all attempts to contact the patient. These entries are usually generated by contact experts.

• PrescriptionsDisplays the Prescription Drug History window.

The Account information section of the Phone inquiry window includes the following buttons:

• ClipboardLaunches the Clipboard for the responsible party.

• LedgerDisplays the ledger entries for the account.

• RP ContactsLists all attempts to contact the responsible party. These entries are usually generated by contact experts.

To schedule by phone inquiry:

1. From the Activities menu, select Phone inquiry. The Select person on the phone pick list is displayed.

2. Select the person you want to call, and click OK. The Phone Inquiry window is displayed with family recall information for the person you selected.

3. If more than one patient is listed, select the patient for whom you are making the appointment.

4. Select Make appt. The Make New Appointment window is displayed with the patient’s information.

5. If a treatment plan has been accepted by the patient, the Select Procedures to perform during this appointment window is displayed, showing procedures that are in the patient’s treatment plan.
   
   Select procedures from this list to include, and click Schedule selected items.
   
   OR
   
   Select Change visit, Make recall appt or Continue (none of these). The Make New Appointment window is displayed.

6. Under Appointment Information, select the appropriate treatment category in the Tx class field.

7. Click OK to schedule the appointment, or you can edit the information as needed.

The appointment is displayed in yellow. When the appointment has been scheduled, it is displayed in white in the Appointment Book, unless there is a conflict. If a conflict occurs, a message is displayed.

8. If you select Yes, you are prompted with further messages. If you select No, the appointment is displayed in yellow and slightly off center to indicate it is in reschedule mode. You can click-and-drag the appointment to another time block.

Related Topics

Scheduling Appointments

Making a New Appointment

Scheduling by Producer

Scheduling Time Blocks (Block Booking)

Scheduling by Date