Scheduling Appointments > Using the Tickler
To add appointment information to the tickler file:
Select List > Tickler File. The Appt Ticklers List window is displayed.
Click Add Tickler Entry on the toolbar, or select the command from the Options section of the Express bar or Options menu. The Patient List window is displayed.
Double-click the patient for whom to add appointment information. The Tickler Entry window is displayed.
Select the first procedure to be performed from the Code drop-down list. Press Tab to view the patient description.
The Assistant window is displayed:
If color scheduling is enabled, the Description field is highlighted in the color assigned to this type of procedure.
If necessary, type the tooth number and surface or quadrant information in the appropriate fields.
Select any other procedure codes to schedule for the appointment. The total appointment fees and any applicable sales tax are displayed in the Payment Summary section.
If the patient does not have any previously scheduled appointments:
If the patient does not have insurance coverage:
The amounts displayed in these fields are gathered from the Used field in the Guarantors/Insurance tab of the account record.
If a patient has two or more appointments on different days, the insurance amount is estimated only for the first appointment. After a transaction is posted, the insurance amount is estimated for the second appointment. If a patient has two appointments scheduled for the same day, the insurance amount for both appointments is estimated.
Type the number of time slots required for the procedures in the Slots field. The default value is the number of time units specified on the Scheduler/Fees tab in the ADA/Transaction Codes window. The maximum number of time units available for the appointment is displayed to the right of the field. You cannot schedule the patient for more than the available number of time units.
Type the letter associated with the provider types required to perform the procedures in the Assignment field.
If a scheduler template is associated with a procedure, the field is populated automatically.
Select the doctor, assistant, and hygienist to perform the procedures in the Doctor, Assistant, and Hygienist drop-down lists. The default values for the Doctor and Hygienist drop-down lists are the providers in the patient record.
If an assistant is associated with a doctor in the provider record, the assistant is the default value in the Assistant field.
The operatory information is displayed for reference only and cannot be changed in this window.
If the patient is willing to reschedule the appointment to fill a cancelation, select Short Call.
To associate the appointment with a lab case, select a case from the Lab Case drop-down list.
Type any appointment notes in the Appt Notes field. When notes are associated with an appointment, a small red mark is displayed in the upper-right corner of the appointment. You can print these notes in the Daily Operatory Schedule report.
Manual Entry is displayed in the Tickler Reason field in the Treatment Entry window.
Click OK.
Click Close twice.