Using the Scheduler > Using Daily Appointments and Book At A Glance Windows

Understanding Daybook Options

In the Daily Appointments window, you can perform several functions.

The commands available from the Options section of the Express bar or the Options menu when using Enhanced Workspace are:

• Make Appt:Click an open time slot and select this command to make a patient appointment. The Patient List window is displayed. In this window, select the patient for whom you want to schedule the appointment. See Scheduling Patient Appointments.

• New Patient Appt:Click an available time slot and select this command to make an appointment for a new patient. The New Patient Appt window is displayed. In this window, you can enter new patient account information. See Setting the Auto Scheduling Book.

• AutoSched New Appt:Click an available time slot and select this command to auto schedule an appointment for a new patient. The Setup Auto Scheduling Parameters for window is displayed. In this window, you can enter auto scheduling restrictions for the new patient.

• View Appt:Click an appointment and select this command to display the Appointment Card window. In this window, you can view procedures scheduled for the selected appointment.

• Edit Appt:Click an appointment and select this command to display the Appointment Card window. In this window, you can view, add, edit, and delete procedures scheduled for the selected appointment.

• Confirm Appt:Click an unconfirmed appointment and select this command to display the Confirmed Appt for window. In this window, you can confirm patient information. After you confirm the appointment, you are prompted to log a contact for the call.

• AutoSched Appt:Click an appointment and select this command to display the Auto Scheduler Date Range window. In this window, you can set a date range within which to auto schedule a patient appointment. See Setting the Auto Scheduling Book.

• Cancel Appt:Click an appointment and select this command to cancel the appointment. You can immediately reschedule the appointment or place it in the Tickler file to reschedule later.

• Resched Appt:This command is enabled only after an appointment is canceled. Select a date and time slot to reschedule the appointment and select this command.

• AutoSched Canceled:This command is enabled only after an appointment is canceled. Select this command to display the Auto Scheduler Date Range window. In this window, you can set a date range within which to auto schedule the patient appointment.

• Resched Overlap:This command is enabled only when two appointments overlap. Select a date and time slot to reschedule the appointment and select this command.

• AutoSched Overlap:This command is enabled only when two appointments overlap. Click an appointment and select this command to display the Auto Scheduler Date Range window. In this window, you can set a date range within which to auto schedule the patient appointment.

• Shorten:Click an appointment and select this command to shorten the appointment by one time unit.

• Lengthen:Click an appointment and select this command to lengthen the appointment by one time unit.

• Zoom:Click an appointment and select this command to display the Assistant window. In this window, you can view additional patient and appointment information. You can also access this information from the Zoom appointment icon.

• Monitor KIOSK Check-In:Displays the Monitor KIOSK Check-In window. Use this command to view a list of patients who check in using the KIOSK module. See Monitoring Checked-In Patients.

• Check In:Click an appointment and select this command to check a patient in. The background of the selected appointment is changed to blue to indicate that the patient is checked in.

• Review eForms:Click an appointment and select this command to display a list of eForms completed by the patient. This option is enabled only if you purchased eForms.

• HIPAA Acknowledgement:Click an appointment and select this command to display the Contacts for window. In this window, you can add HIPAA specific contact information for the patient.

• Check Out:Click an appointment and select this command to check out a patient and display the Appointment Card window. In this window, you can post procedures for the appointment.

• Change Location:Click an appointment and select this command to move a patient from the waiting room to the operatory or from the operatory to the waiting room.

• Select Patient:Select this command to display the Patient List window. In this window, you can select a patient for rescheduling.

• Patient Information:Click an appointment and select this command to display the patient record in the Patient window.

• Show Ins Company:Displays the Insurance Company window for the selected patient. If a patient has more than one insurance, a window is displayed, asking you to select the insurance information you want to view.

• Activate New Patient:This command is enabled only when a new patient appointment is selected. Click the new patient appointment and select this command to activate the patient. See Activating New Accounts or Patients.

• CareCredit Integration:Access the CareCredit integration to perform account lookups, complete online applications, and use a payment calculator.

• eReminders Settings:Displays the permitted reminder delivery methods for the patient. This command is enabled only if you have enrolled in the eReminders service.

• Patient Chart:Click an appointment and select this command to display the patient chart in the charting module.

• Patient Portrait:Click an appointment and select this command to display the patient portrait. If no portrait exists, a message is displayed.

• Show Images/Hide Images:Click an appointment and select the Show Images command to display portraits associated with the patient at the bottom of the Daily Appointments window. Select the Hide Images command to hide the patient images.

• Dental Imaging:This command is enabled only if you are using CS Imaging software. Click an appointment or time slot to access the software.

• MedVisor:Starts the MedVisor software. This command is enabled only if you have installed the MedVisor software.

• Tickler > Place In Tickler:This command is enabled only after an appointment is canceled. Select this command to place the appointment in the tickler list.

• Tickler > Place In Short Call Tickler:This command is enabled only after an appointment is canceled. Select this command to place the appointment in the Tickler list, and mark it as "short call" to indicate that the patient is willing to be rescheduled on short notice if an appointment becomes available.

• Tickler > Scan Tickler:Click a time slot and select this command to display the Tickler Entry window for the patient who has been in the Tickler list the longest and whose procedures require the same amount of time that is available in the schedule.

• Tickler > Scan Tickler Short Calls:Click a time slot and select this command to display the Tickler Entry window for patients whose entries are marked "short call" and whose procedures require the same amount of time that is available in the schedule.

• Select Book:Click a time slot or appointment and select this command to display the Scheduler Rooms List window. In this window, you can select a book to view. See Displaying Different Books.

• Select Room #:Click a time slot or appointment and select this command to display the Scheduler Rooms window. In this window, you can select a room to display in the Display Appointments window. See Viewing Additional Rooms.

• Block/Unblock Slot:Click a time slot and select this command to display the Blocked Slots Properties window. In this window, you can block the time slot as unavailable for scheduling. See Using Blocked Time Slots.

• Electronic Router:Click an appointment and select this command to display the ELECTRONIC ROUTER window. Use this command to view patient personal and financial information. You can also enter follow up appointments in this window.

• Slot Notes > Add Note:Click a time slot and select this command to display the Assistant window. In this window, you can associate a note with the time slot. Only one note can be associated with a time slot.

• Slot Notes > Edit Note:Click a time slot and select this command to display the Assistant window. In this window, you can edit the note associated with the time slot.

• Slot Notes > Delete Note:Click a time slot and select this command to display the Assistant window. In this window, you can delete the note associated with the time slot.

• Column Properties > Save Width as Default:Select this command to save the width of a column as the default.

• Column Properties > Make All Rooms Default Width:Select this command to make the width of all columns the default width.

• Column Properties > Make All Rooms This Width:Select this command to make the width of all columns the width of the selected column.

• Column Properties > Save Column Order for Daily Op Schedule:Select this command to print the current column order on the Daily Operatory report.

• Properties > Appt Book:Select this command to display the Properties... window. In this window, you can add scheduler profiles. See Setting Daily Appointment Window Properties and Using Profiles.

• Properties > Appointment:Select this command to display the Appointment Properties window. In this window, you can set properties that determine how appointment information is displayed in the Daily Appointments window.

• Properties > Blocked Slots:Select this command to display the Blocked Slot Properties window. In this window, you can set properties that determine how blocked slots are displayed in the Daily Appointments window.

• Print Routing Slip:Click an appointment and select this command to print the patient's routing slip. See Manually Printing Routing Slips.