Managing Your Practice > Using the Appointment Book > Scheduling Appointments
To schedule an appointment by producer:
Select Activities > Make appointment. The Select Producer window is displayed.
Click the producer for whom you want to schedule the appointment. The Appointment Book shows time blocks for which this producer is not available in gray.
Confer with the patient to select an appropriate time block for the producer, or select a different producer until an appointment time is agreed upon.
Highlight the time block to select it, and then click on the block. The Patient Pick List is displayed.
Select the patient from the pick list and click OK. (If this is a new patient, click Add, and follow the instructions in Creating a Patient's Clipboard.) The Make New Appointment window is displayed with the patient’s information.
Under Appointment information, select the appropriate treatment category in the Tx class field.
Click OK to schedule the appointment, or edit the information as needed.
The appointment is displayed in white in the Appointment Book, unless there is a conflict. If a conflict occurs, a message is displayed warning you of the conflict. 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.