Setting Up the Scheduler

Setting Scheduler Defaults

To set the scheduler defaults:

1. Select System > Change System Settings > Scheduler. The Scheduler Settings window is displayed in SCAN mode.

2. Click Edit.

3. Select an option:

4. To enable the Daily Appointments, Book At A Glance, Month At A Glance, and Tickler Entry windows and the Scheduler menu items:Select Enable Scheduler. If this option is not selected, the scheduler windows are not displayed and the menu items are disabled. This option is selected by default.

5. To enable Color and Goal Scheduling:Select Enable Color Scheduling. If this option is not selected, you cannot set up color groups or schedule by color or production goals.

6. To display a message that prompts you to log a contact after confirming a patient appointment:Select Ask to log contact after confirming appointments.

7. To delete the new patient and account records if the patient does not show up for the appointment when you generate the Missed Appointment report:Select Delete new patients/accounts when printing the Missed Appointment Report.

8. To schedule appointments in time slots designated for lunch when using the auto scheduler:Select Auto schedule in slots marked for lunch.

9. To track late appointments in the Tracked Appointments window:Select Track late appointments.

10. To have the software prompt you when a patient is late and ask if you want to track the appointment as a late appointment:Select Show warning message for late arrivals.
    Note: A Late appointment tracking record is still added to the database if you opt to only disable the warning message.

11. To display office codes instead of ADA codes in the Daily Appointments (Daybook) and InOffice windows and print office codes instead of ADA codes on the Daily Operatory report:Select Display office codes instead of ADA codes on Day Screen and InOffice.

• If no office code is associated with an ADA code, the ADA is always displayed.

• To enable the History Appointments feature and save appointments:Select Save appointment(s) to history when transaction is posted. When this option is selected, appointments can be viewed in the History Appointments window. If the option is not selected, appointment information is deleted from the Daily Appointments and InOffice windows when transactions are posted.

• To save slot notes and blocked slots to history:Select Save Slot Notes and Blocked Slots to History. If this option is not selected, slot notes and blocked slots are not displayed in the History Appointments window.

• To display patient information in the Assistant window when scheduling a patient appointment from the Patient List or Patient windows:Select Show patient information when scheduling from the patient screen.

• To enable the Check Out feature:Select Enable Check Out Feature. If this option is not selected, the Check Out option is disabled in the Daily Appointments window shortcut menu and the Check Out command is disabled in the InOffice window.

4. Select an option:

5. To assign the patient's default provider to all of the appointment time slots in the Daily Appointments window when the selected procedure is not associated with the scheduler template:Select Default Template to Provider from the Default for Provider Template drop-down list.

6. To assign no default provider to any of the appointment time slots in the Daily Appointments window when the selected procedure is not associated with the scheduler template:Select Default Template to Override from the Default for Provider Template drop-down list. Scheduling conflicts are not detected until you assign a provider when this option is selected.

5. Type the number of days in advance a patient must call to cancel an appointment before it is classified as broken in the Broken appointment period: field.

6. Type -1 in this field if your office does not track broken appointments.

6. Type the number of copies of the Daily Operatory Schedule report to print in the Print copies of Operatory Schedule field.

7. To print patient phone numbers on the Daily Operatory Schedule report, select Print phone numbers on Operatory Schedule.

8. Select missed appointment settings:

9. To send all missed appointments to the Tickler file:Select Enter Missed Appointments into Tickler.

10. To remove Scheduler colors and blocked slots:Select Remove Colors from Scheduler.

9. Click OK.

10. Click Close.

Related Topics

Setting Scheduler Room Names

Setting Scheduler Warnings