Scheduling Current Patients

You can schedule appointments from the:

You can also use the Family Appointments feature and edit appointments.

Making Appointments from the Appointment Card

To make an appointment using the Appointment Card:

Enter the first procedure code for the appointment, and press Tab. The code description and fee are populated automatically.
If necessary, enter the tooth number (T#) and surface/quadrant (Su/Qd). If you do not know the codes, click on the drop-down list associated with each field.
If more than one procedure is necessary, repeat steps 1 and 2 until all of the procedures have been added. If more than six procedures are necessary, click the Production Code (7-12) tab to add them.
If the software does not populate the Slots field automatically, enter the number of time slots.

Note: The maximum number of time units available for the appointment is displayed to the right of the Slots field.

If the software does not populate the Assignment field automatically, enter the assignment for the providers needed.
If necessary, enter the ID number of the provider for this appointment. The patient’s default doctor and assistant are set in the patient’s record.
If the patient is willing to reschedule the appointment earlier if a cancellation occurs, select the Short Call option.
Enter any notes for the appointment in the Appt Notes field. If a note is added, a small red marker is displayed in the upper-right corner of the appointment in the daybook.
Click OK. The appointment is displayed in the daybook and Book at a Glance and on the Appts/Recall tab in the patient’s record.

Note: If a tooth number or surface is required for a procedure, the software prompts you to enter the necessary data.

To make an appointment for a patient who walks in:

Open the Daily Appointments window.
Navigate to the next available slot in the calendar.
Select an available slot, and ask if this meets the patient’s needs. If not, select another slot, and repeat the process until the patient agrees on a date and time.
Double-click on the available time slot. The Patient List is displayed.
Double-click the appropriate patient. The Appointment Card window is displayed.
Enter the details of the appointment, including the procedures to be performed.

To make an appointment using the Phone Center:

Click the View PhoneCenter button. The Phone Center window is displayed.
Select the patient who called.
Click Scheduling at the bottom of the window. The patient’s Appointment window is displayed.
Click Appt Book. The daybook is displayed, and the Assistant window is displayed on the daybook, indicating the patient’s preferences for appointment days and times.
Click Close.
Click Find on the toolbar. The calendar is displayed.
Navigate to the next available time slot, and click OK. The Daily Appointments window is displayed for that date.
Double-click on the time slot you want. A message asks Do you want to make an appointment for [patient’s name]? Click Yes. The patient’s Appointment Card window is displayed.

To make an appointment from the patient list:

From the Main menu, select List > Patient. The Patient List window is displayed.
Select the patient who called for the appointment.
Click Appointments in the Options section of the Express bar. The Patient Appointments window is displayed.
Click Appt. Book. The daybook is displayed, and the Assistant window is displayed on the daybook, indicating the patient’s preferences for appointment days and times.
Click Close.
Find an appropriate slot for the appointment, and double-click it. A message asks Do you want to make an appointment for [patient’s name]? Click Yes. The patient’s Appointment Card window is displayed.
Enter the details of the appointment.
Click OK.

Note: If a tooth number or surface is required for a procedure, the software prompts you to enter the necessary data.

To make recall appointments for family members, use the Family Appointments feature.

To make a family appointment:

Click the View PhoneCenter button. The Phone Center window is displayed.
Select the patient who called.
Click Scheduling at the bottom of the window. The Patient Appointments window is displayed.
Click Schedule Family in the Options section of the Express bar. The Family Recall window is displayed.
All family members on the account and their recall due dates are displayed. If there is anyone whom you do not want to schedule, deselect the name in the Schedule column. To schedule recall appointments for the family members, click Schedule Family. The Daily Appointments window is displayed with a floating appointment for each family member.
Navigate to the date you want for the appointments. Then click-and-drag each appointment to a time slot. When you release the mouse button, an appointment is scheduled.

To edit an appointment:

Select the appointment to be edited.
Click Edit on the toolbar at the top of the daybook. The Appointment Card window is displayed.
Make the changes and click OK.