Daybook

When the Scheduler is opened, one of four views is displayed, typically the default daybook. The daybook view is used to monitor patient appointments.

Each column in the daybook represents one room or operatory. The scroll bar at the bottom of the window is used to move left and right to display more rooms. The scroll bar to the right is used to move to earlier or later times of the day.

At the top of the window is the header bar. The header bar indicates the current view and the book and the day that are displayed.

Reading an Appointment

The patient’s name is displayed unless HIPAA security is on, and then only the initials are displayed. The numbers in columns at the right edge of the appointment identify the providers for the appointment. Procedure codes are displayed under the name.

A small red triangle in the upper-right corner of the appointment indicates an appointment note. Hold the cursor over it, and the note is displayed.

In addition, these icons are displayed along the bottom of the appointment:

Red XRed X—Indicates that the appointment is scheduled at a time designated for another type of appointment.

Green checkGreen check—Indicates the appointment is scheduled at a time designated for this type of appointment.

ZoomZoom—Provides access to the Assistant, which displays detailed information about the appointment and related financial information.

View Medical AlertView Medical Alert—Displays information about any medical alerts on file for the patient.

Dial Patient for Short CallDial Patient for Short Call—A red telephone indicates that Short Call is selected on the Appointment Card. Click the icon to display the auto dialer in the Patient Phone Numbers window.

View Patient PortraitView Patient Portrait—Indicates that a photograph of the patient is available. Click to display the portrait.

Telephone NumbersTelephone Numbers—A yellow telephone indicates there is not enough room to display all of the patient’s telephone numbers. Roll over the icon to display the telephone numbers. Click the icon to access the auto dialer in the Patient Phone Numbers window.

New PatientNew Patient—Indicates this appointment is for a new patient. After the patient record is activated, this icon is not displayed.

Lab Case OutstandingLab Case Outstanding—Indicates a lab case is associated with the appointment, but has not yet been received from the lab. The X is displayed in red.

Lab Case ReturnedLab Case Returned—Indicates a lab case has been returned. The L is displayed in green.

Hidden Slot NoteHidden Slot Note—Indicates a note is associated with the time slot. Click the icon to display the note in the Assistant window.

User CodeUser Code—Displays the patient’s user codes when you roll the cursor over the icon.

Appointments are displayed in the following default colors:

Yellow—Appointment is scheduled.
Blue—Patient has checked in.
Pink—Appointment is confirmed.
Green—Patient is in the operatory.
Gray—Patient is late.
Red—Charges have been posted.
Orange—Appointment is canceled or overlapped.