Using the Scheduler

The Scheduler is an electronic version of an appointment book that enables you to schedule and display appointments for the current month and the next 21 months. See the SoftDent Scheduler Initial Training Workbook for more information.

To open the Scheduler:

Click Scheduler > Daily Appointments or click the Go to Daily Appointments button.

Components of the Scheduler

The Scheduler contains:

Appointment book views
Scheduler toolbar
Scheduler Icon bar
Provider Detail bar

You can open the Scheduler in these views:

Daily AppointmentsDaily Appointments—Typically displays a single day’s existing appointments and empty slots, which can be filled with new appointments. (also called the daybook)
Book Quick GlanceBook Quick Glance—Presents multiple days simultaneously. The number of days displayed is a function of the number of rooms in your office and the number of days your office is open during a week. (also called Book at a Glance)
Month at a GlanceMonth at a Glance—Displays the daily and monthly production goals for either the office or an individual producer. It also displays the actual production (in dollars and as a percentage of the production goal) based on existing appointments.
History AppointmentsHistory Appointments—Enables you to view appointments that have occurred in the past. When you select History Appointments, you are prompted for the date range to display.

To select a view, click the drop-down list at the top of a Scheduler window.