Initializing the Scheduler
Click here to see this page in full context

Getting Started > Starting the Software

Initializing the Scheduler

Use the Scheduler Setup Wizard to design your scheduler to best meet your practice needs.

To open the wizard and initialize the scheduler:

  1. Select Wizards > Scheduler Wizard. The first window of the Scheduler Setup Wizard is displayed.

  2. Read the introduction and click Next. The next wizard window is displayed.

  3. Select an option:

  4. Enable Scheduler:Enable Scheduler:Enables users to access the Daily Appointments, Book At A Glance, Month At A Glance, History Appointments, Tickler Entry, Scheduler Books, and Setup Holidays windows.   

  5. Enable Color Scheduling:Enable Color Scheduling:Enables color scheduling and goal scheduling. For more information, see Setting Up Color and Goal Scheduling.

  1. Click Next. The next wizard window is displayed.

  2. Select one of the following:

  3. Default Template to Provider:Default Template to Provider:Assigns the patient's default doctor to appointments containing procedures that are not linked to a scheduler template.

  4. Default Template to Override:Default Template to Override:Assigns no doctor to appointments containing procedures that are not linked to a scheduler template.

  1. Click Next. The next wizard window is displayed.

  1. Type the number of days that must pass before an appointment is considered broken in the Broken appointment period field. If a patient does not show up for an appointment or call to cancel an appointment within the specified number of days, the appointment is considered broken.

  2. The Cancel/Broken Appointment Wizard is displayed when you cancel an appointment and reminds you of the broken appointment settings specified in this window.

The default value for this field is 1. Type -1 if you do not track broken appointments.  

  1. Click Next. The next wizard window is displayed.

  2. Select an option:

  3. Type the number of copies of the Daily Operatory Schedule report to print in the Print copies of Operatory Schedule field. The default value is 1.

  4. To print or display patient phone numbers on the Daily Operatory Schedule report:To print or display patient phone numbers on the Daily Operatory Schedule report:Select Print Phone Numbers on Operatory Schedule.

  1. Click Next. The next wizard window is displayed.

  1. Select an option:

  2. Display office codes instead of ADA codes on the Day Screen:Display office codes instead of ADA codes on the Day Screen:Displays office codes in the Daily Appointments window and prints them in the Daily Operatory Schedule report results. For more information, see Setting Scheduler Defaults.

  3. Save appointment(s) to history when transaction is posted:Save appointment(s) to history when transaction is posted:Saves posted appointments to the History file after a transaction is posted. When this option is selected, you can view old appointments in the History Appointments window. If this option is not selected, all appointment information is deleted after the transactions for the day are posted. For more information, see Enabling History Appointments.

  4. Save slot notes and blocked slots to history:Save slot notes and blocked slots to history:Displays slot notes and blocked slots in the History Appointments window. If you do not want slot notes and blocked slots to display in the History Appointments window, deselect this option.

  1. Click Next. The next wizard window is displayed.

  2. To display a message that asks you to log a contact after confirming an appointment, select Ask to log contact after confirming appointments.

  3. Click Next. The next wizard window is displayed.

  4. To automatically delete a new patient or account if they fail to show up for the first appointment after the printed Missed Appointments report is generated, select Delete new patients/accounts when printing Missed Appointments Report.  

  1. Click Next. The next wizard window is displayed.

  2. To automatically schedule appointments in time slots marked for lunch, select Auto schedule in slots marked for lunch.

  3. Click Next. The next wizard window is displayed.

  4. To enable the View Patient Info icon in the Scheduler icon bar when accessing the Daily Appointments window from the Patient List or Patient window, select Show patient information when scheduling from the patient window.

  5. Click Next. The next wizard window is displayed.

  6. To enable users to check out patients from the Daily Appointments and Book At A Glance windows, select Enable Check Out feature. If this option is not selected, Check Out on the scheduler toolbar is disabled and you can only check a patient out from the InOffice window.

  1. Click Next. The next wizard window is displayed.

  2. Select an option:

  1. Click Next. The next wizard window is displayed.

  2. Select an option:

  1. When Enter Missed Appointments into Tickler is not selected, missed appointment information is deleted.

  1. When Remove Colors from Scheduler is not selected, this information is maintained in the Scheduler.

  1. Click Next. The next wizard window is displayed.

  2. Select an option:

  1. Load Previous Values:Load Previous Values:Displays the previously saved settings.

  2. Previous:Previous:Displays the previous window. After editing or reviewing the information, click Next.

  3. Finish:Finish:Saves settings.  

A message stating the scheduler settings have been saved is displayed.

  1. Click OK.