Use the appointment card to add, edit, or view the details of a patient’s appointment, including procedures and estimated payment details. You can also use the appointment card to perform actions, such as checking the patient in and out.
At the bottom of the card, you can access the appointment log, save changes, rebook the appointment, or cancel the appointment.
The top left portion of the appointment card displays the patient’s name, age, image, responsible party, contact information, medical alerts, and missed appointment information. You can click the links to access the patient’s chart and eligibility information.
Use the procedures section to enter and view the procedures for the appointment, the cost of each procedure and the estimated payment details.
Click + Add Procedure to select procedures from the list. (Begin typing a number in the field to access the list.)
When procedure codes are associated with office codes, the office codes are displayed.
Use the Tooth and Surface columns to enter the location of the procedure when applicable.
Click Estimated Payment Details to display the estimated amounts that insurance and the patient must pay.
To delete a procedure, select it and click the red X.
Notes are automatically created in the Notes section when you perform many functions. You can also enter notes manually.
When you create a note, you can flag the note for action by clicking the flag icon that appears with the note. A Flag this note to: pop-up is displayed. Choose one of the following:
Remember to save the appointment card after flagging a note.
Use the Appointment Details section on the right side of the card to perform the following actions:
Click this section to see a list of the patient's cancelled, broken, or failed appointments. Appointments that were created and saved, but not scheduled, are also displayed. The procedures for each appointment are displayed in the panel.
Click the pending appointment to book or rebook it.
Click this section to view the patient's treatment plan information, displayed in groups of procedures.
To add a procedure to the current appointment, click it once. Once a procedure has been added to an appointment, it is removed from the Treatment Plan list to prevent scheduling the same procedure twice.
If you add a procedure by mistake, remove it from the list by placing your mouse over that line until a red X appears, and then click the X to delete it from the appointment and return it to the Treatment Plan list.
If your practice management software is set up to send images, you can click this section to view recent images attached to the patient's record. Newer images are displayed by default, but you can click Older Images to see more.
You can also click View Images from the appointment tile flyout to display an image panel that remains open until you close it.
Checking the Patient In and Out