Move appointments within the current week by dragging and dropping, or use the pinboard. The appointments will appear narrow, so hovering over the appointment to view bubble popups may be useful. Week: Grid will be divided into seven days (Monday through Sunday).Day: Grid will be divided into operatories.
Set a default in Appointments Module Preferences. We suggest clicking the 6 multiple times as needed.ĭay or Week view: Set using the radio buttons under the calendar. Note: There is no option to change the year.
If the patient is only due for a custom recall type, click Make Appt to schedule. If so, then Make Recall will schedule one recall appointment for all recalls due. Custom recalls that are not a special recall type cannot be scheduled using Make Recall, UNLESS the patient is also due for a special recall type.It does not automatically search for availability if in Week view. When copied to the pinboard, if the treating provider is on the schedule, and if in Day view, the calendar will jump to the recall due date or the next date that has an availability for the appointment length.Otherwise the appointment is copied to the Pinboard. If the patient has a scheduled appointment, or an appointment on the Unscheduled List, the patient's appointment history will open.To schedule recall for a family, use the dropdown to select Make Fam Recall.Patient must be due for a special recall type. Make Recall: Schedule the patient's next Recall Appointment.If the patient has scheduled, broken, unscheduled, or planned appointments, the patient's appointment history will open so you can check appointment history before scheduling.If this is an appointment for a new patient, or the patient has only completed appointments, the Edit Appointment Window will display.Pat Appts: View the patient's appointment history and family recall information.The Appointments Module is where patient appointments are scheduled.įrom here you can easily schedule, view, and manage appointments.
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