Scheduling Appointments

Scheduling New Appointments

Related Training

Scheduling Appointments Recorded Class

Using Block Booking Templates Recorded Class

 

You can schedule appointments from the following locations:

• Diary Day View

• Patient tab

• Location’s Home window

• Existing appointment

• When you schedule an appointment for a new patient, you are creating a new patient record. A patient is considered NEW until a first appointment is completed and charges are posted to the patient ledger. Appointments for new patients include a visual indicator on the schedule:
  
   

From the Diary Day View

To schedule an appointment:

1. Find a date and time on the Diary and click-and-drag the length of the appointment.

2. Click the + next to the duration time.  The Search Patients field is displayed.

3. Find and select the patient's name.

4. Find and select the appointment. The Appointment for window is displayed.

5. From the Search to add procedures drop-down list, select the procedures.

6. In the Appointment Info section, verify or select the appropriate information in the fields.

7. To screen the patient for COVID-19 symptoms, click Screen Patient, have the patient answer the questions, and click Save Changes.

8. Click Schedule Appointment. The Diary displays the appointment.

• When you click the Calendar icon (date picker) in the Diary Day View, the Diary reflects the Location Diary Planning settings for open and closed days. The following legend represents the days on the calendar:  White = open day; Gray = closed day; Blue circle = current day; Orange rectangle = selected, displayed day; Slash mark = past day.

From the Patient Tab

To schedule an appointment:

1. On the Patient tab, click Home. The patient’s Home window is displayed.

2. Under Actions, click Schedule an Appointment. The Appointment for window is displayed.

3. From the Search to add procedures drop-down list, add procedures.

4. In the Appointment Info section, verify or select the appropriate information in the fields.

5. Click Schedule Appointment. The Diary Day View is displayed.

6. Find a time slot on the Diary.

7. Click and drag the appointment from the left side of the window to the time slot.

From the Location Home Window

To schedule an appointment:

1. On the Location tab, click Home. The location’s Home window is displayed.

2. Under Actions, click Book an Appointment. The Search Patients field is displayed.

3. Find and select the patient.  The Appointment for window is displayed.

4. From the Search to add procedures drop-down list, add procedures.

5. In the Appointment Info section, verify or select the appropriate information in the fields.

6. Click Schedule Appointment. The Diary is displayed.

7. Find a time slot on the Diary.

8. Click and drag the patient’s appointment from the left side of the window to the time slot.

From an Existing Appointment

To schedule an appointment:

1. On the Diary, click the appointment to display the Appointment Details window.

2. Click the Copy  icon in the upper-right corner. The Appointment for window is displayed.

3. Modify the appointment details, as needed.

4. Click Schedule Appointment.

5. Find a time slot on the Diary.

6. Click and drag the patient’s appointment from the left side of the window to the time slot.

From the Pending List

To schedule an appointment:

1. In the Location window, select Appt Worklists > Pending List. The Appointment Pending List is displayed.

• You can use the Search Patients field and apply filters, if necessary, to locate the appointment you are rescheduling.

2. Select the pending appointment. The appointment information is displayed.

3. Under Actions, click Schedule Appointment. The Diary Day View is displayed.

4. Find the new appointment date.

5. Click-and-drag the patient’s appointment from the To Be Scheduled section to the new time slot.

To schedule multiple appointments from the Pending List:

1. In the Location window, select Appt Worklists > Pending List.

2. Use the filters or sort the columns to refine the list.

3. Select all the appointments you want to schedule.

4. Under Actions, click Schedule Appointments. The Diary Day View is displayed with the selected appointments in the To Be Scheduled area.

5. Find the appropriate time slots, and then click-and-drag the appointments to schedule them.

• If your practice has multiple locations and you are in the All Locations tab's Pending List, the to-be-scheduled appointments are displayed in the side panel of the Schedule Day View for each location.

 

Related Topics

Editing Appointments

Adding Notes to Appointments

Adding Notes to the Diary

Scheduling to Another Location

Scheduling Treatment Plan Appointments

Scheduling Teledentistry Appointments

Confirming Appointments

Cancelling Appointments

Rescheduling Appointments

Using the Short Call List

Using the Recall List

Printing the Diary

Skill Sharpeners