Using the Auto Scheduler

The Auto Scheduler enables you to search for open spaces in the schedule based on specific criteria. You can access this function from the icon just underneath the Search field, from the patient search results, or from the appointment card.

When you access the Auto Scheduler from an existing appointment, the criteria from the appointment are used for the search.

When you specify a patient, any criteria entered for the patient, such as provider preference or "mornings only," is filtered into the search.

To use the Auto Scheduler:

Click the Auto Scheduler icon to open the panel. The patient's name is displayed, or you are prompted to use the search field to select a patient.
Use the Date & Time fields to select a date or time range to search.
If the patient has a preferred Doctor, Hygienist, or Assistant, select them in the appropriate fields. If the patient's preference is already established, these preferences are displayed automatically. Leave these fields blank if the patient has no preference.
If they have been set up in the practice management software, the patient's preferred appointment days are displayed in blue.

If your practice uses Ideal Day scheduling, use this field to select the appropriate scheduling class for the appointment.
To search only on specific days, deselect the other days.
Enter the number of time units for the appointment, and the appointment breakdown.
Click Search. A list of time slots matching the criteria is displayed below.
To preview an appointment in the day view, click it once. To open an appointment card, click it twice.
Book the appointment.

Patient preferences are displayed in the Auto Scheduler for convenience, but can be changed to expand the search.
Use the back arrow to clear the Auto Scheduler for a different patient.