Editing Appointment Card Information

To edit procedures, tooth and surface numbers, providers, and operatory information for a scheduled appointment:

Select an option:
From the Daily Appointments window:From the Daily Appointments window:Select an appointment, and click Edit Appt.
From the Book At A Glance window:From the Book At A Glance window:Select an appointment and click Edit Appt.
From the Patient List window:From the Patient List window:Select a patient and select Appointments from the Options section of the Express bar or the Options menu. The Patient Appointments window is displayed. Select an appointment, and click Edit Appt.
From the Patient window:From the Patient window:Select Appointments from the Options section of the Express bar or the Options menu. The Patient Appointments window is displayed. Select an appointment, and click Edit Appt.

The Appointment Card window is displayed.

Make the changes.

If you add a procedure to an appointment, the time slots and provider assignments are not changed automatically. You must adjust the length of the appointment and the provider assignments manually.

Click OK.

-- To make a note about an appointment, type the information in the Appt Notes field. A small red triangle is displayed in the upper-right corner of the appointment to alert you that a note exists for the appointment. Place the cursor on the triangle to view the note.

-- Click Print Routing Slip to print the patient's routing slip from this window.