To schedule an appointment:
Find a date on the Schedule on which to schedule the patient.
Select Schedule an Appointment. The Search Patients field is displayed.
Enter the patient's name. The Appointment for window is displayed.
From the Search for procedures drop-down list, select D0150 (comprehensive oral evaluation - new or established patient).
Click Schedule Appointment. The Schedule is displayed.
Click-and-drag the patient's name from the To Be Scheduled section to the time slot.
To reschedule an appointment and to put the patient on the Shortcall list:
On the Schedule, find the appointment.
Click the appointment. The Appointment Details window is displayed.
Click Reschedule.
Find a new date on the Schedule.
Under To Be Scheduled, click-and-drag the patient's name to the new time slot. Because the patient would like an earlier appointment, if possible, you need to add them to the Shortcall list.
On the Schedule, click the patient's appointment. The Appointment Details window is displayed.
Click the Pencil icon in the upper-right corner. The Appointment Card is displayed.
Under Appointment Info, in the Put on Shortcall field, select Anytime.
Click Update Appointment.
To confirm an appointment:
On the Schedule, find the appointment.
Click the appointment. The Appointment Details window is displayed.
Click Confirm. The appointment is displayed with a dark blue triangle in the upper-right corner.
Scheduling to Another Location
Scheduling Treatment Plan Appointments