Managing Your Practice > Using the Appointment Book > Scheduling Appointments
To schedule an appointment by date:
In the Appointment Book, go to the day you want to look for an appointment time by clicking the appropriate tab at the top of the book, or use the Calendar feature to select the date. The page for the selected date is displayed.
Communicate to the patient the available time blocks for the appropriate producers.
When an acceptable appointment time is agreed upon, click and drag to select the time slot in the appropriate column or chair. The selected block becomes dark purple.
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.
Under Appointment information, select the appropriate treatment category in the Tx class field.
You can click OK to schedule the appointment, or you can 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 warns 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.