Scheduling Appointments

Scheduling to Another Location

A patient’s preferred location is designated in the Patient Record and is displayed on the Patient Home window and Patient Snapshot. To update this setting, select Patient > Patient Record > Edit Patient Record, and scroll down to Patient Preferences.

When you have multiple locations and schedule an appointment for a location that is NOT a patient’s preferred location, is displayed next to the Location field. You can hover over this icon to see the Preferred Location and adjust the appointment, if needed.

To enable this feature in the Practice Settings:

1. Select Administration > Practice Settings > Notifications. Practice Notifications are displayed.

2. Click Edit Practice Notifications.

3. Under Schedule Notifications, click Enable, and then click Save.

If you want to schedule an appointment in a patient’s non-preferred location, you are prompted to verify before continuing. When the appointment is saved, is displayed on the Appointment Card, the Appointment Tile on the Schedule, and in the Confirmation List.

 

Related Topics

Scheduling New Appointments

Editing Appointments

Adding Notes to Appointments

Adding Notes to the Schedule

Scheduling Treatment Plan Appointments

Scheduling Teledentistry Appointments

Confirming Appointments

Canceling Appointments

Rescheduling Appointments

Using the Short Call List

Using the Recare List

Printing the Schedule

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