Scheduling Appointments > Auto Scheduling Patient Appointments

Auto Scheduling Appointments from Patient or Account Records

To auto schedule an appointment for an existing patient from a Patient or Account window:

1. Select an option:

2. To auto schedule an appointment for an existing patient from the Patient List window:Select the patient for whom to schedule the appointment and select Appointments from the Options section of the Express bar. The Patient Appointments window is displayed. Select Auto Schedule from the Options section of the Express bar.

3. To auto schedule an appointment for an existing patient from the Patient window:Select Appointments from the Options section of the Express bar. The Patient Appointments window is displayed. Select Auto Schedule from the Options section of the Express bar.

4. To auto schedule an appointment for an existing patient from the Account List window:Select the account with which the patient is associated and select Patient from the Options section of the Express bar. The Patients List window is displayed. Select Appointments from the Options section of the Express bar. The Patient Appointments window is displayed. Select Auto Schedule from the Options section of the Express bar.

5. To auto schedule an appointment for an existing patient from the Account window:Select Patient from the Options section of the Express bar. The Patients List window is displayed. Select Appointments from the Options section of the Express bar. The Patient Appointments window is displayed. Select Auto Schedule from the Options section of the Express bar.

The Setup Auto Scheduling Parameters window is displayed.

2. Select a date range, type a time range, select the procedures for which the appointment is to be scheduled, and type the number of time slots and the slot usage schedule in the appropriate fields.

3. The Time Slots and Slot Usage Schedule fields are populated automatically if the procedure is associated with a scheduler template. If a bluebook note is associated with the procedure in the patient's insurance plan, the Assistant window is displayed.

3. Click the Preferred Days tab or press Ctrl + Tab to make the tab the active window. The default value for the Dr field is the dentist specified in the Doctor field of the patient record.

If the procedure includes a hygiene code:The default value for the HYG field is the hygienist specified in the Hygienist field of the patient record.

The default selections in the Days to Search section are the preferred days specified in the patient record.

4. In the Search Rooms in Book section, click the drop-down arrow to select a book.

5. If the procedures to be scheduled do not include a hygiene code:The default book is the book in the Auto Sched Book field in the dentist’s Provider window.

6. If the dentist does not have a preferred auto scheduling book:The default book for the practice is displayed.  

7. If the procedures to be scheduled include a hygiene code:The default book is the book in the Auto Sched Book field in the hygienist's Provider window.

8. If the hygienist does not have a preferred auto scheduling book:The default book for the practice is displayed.

OR

Click Specify Rooms. The Specify Rooms window is displayed.

Do the following:

• Select the rooms you want to search to create a temporary schedule book.

• A temporary schedule book is automatically deleted after the appointment is scheduled.

• To save the room selections for future use, click Save this book for future use.
  
  In the Book Title field, type the name for the book.

• If you attempt to add a book with a name that is already in use, a message is displayed, stating that you can select the book from the drop-down list or continue adding the book. If you click Yes, a book with the same name is added to the list of available books.

5. Click OK.

6. Click Schedule Appt or select the command from the Options section of the Express bar. The first available time slot that meets the criteria for the specified book is displayed in the Daily Appointments window.

7. Select an option:

8. If the selected day and time are acceptable to the patient:Skip to number 8.

9. To display the next available time slot that meets the criteria:Click Next Slot or select it from the Options section of the Express bar.

10. To display the previous available time slot that meets the criteria:Click Prev Slot or select it from the Options section of the Express bar.

11. To display the next day with an available time slot that meets the criteria:Click Skip Day or select it from the Options section of the Express bar.

12. To display the previous day with an available time slot that meets the criteria:Click Prev Day or select it from the Options section of the Express bar.

13. To go to a specific day:Click Find and use the buttons to find the appropriate day.

8. After you have found a suitable time slot, click Make Appt or select it from the Options section of the Express bar.