Appointment Scheduler: Copy and paste appointments

Use copy/paste of appointments or blocks to quickly setup: Copy/paste appointments Additional Information Related Reports Resources

Appointment Scheduler: View appointment details

Hover of or click an appointment from the Schedule for Today window to quickly see an appointment’s details.   View appointment details Additional Information Related Reports Resources

Appointment Scheduler: Purge old appointments

Learn how to purge obsolete appointment records to reduce the database size, free up storage space on your server, and improve performance when searching for appointments.   Purge appointments Navigate to Activities > Appointment Scheduler > Appointment Purge.  Note: It

Appointment Scheduler: Using the Tickler File

Tickler File is used to store canceled (deleted) appointments and prompts user to use original appointment information when rescheduling clients that canceled a previous appointment.  Cancel an appointment Review the Tickler File Schedule with the Tickler File information Additional Information

Appointment Scheduler: Print today’s schedule

Quickly Print the Schedule for Today window with a single click. The Today’s Report displays the same information in grid format for all rooms in the selected suite. Print today’s schedule Additional Information Related Reports Resources

Census List

Use the census list to view and check in scheduled appointments, view patients currently checked in to your practice, and manually check out patients.  Viewing the Census List Navigate using either: Filter and Sort Buttons Select a patient and perform

Appointment Scheduler: Setup checklist

Use the required and optional setups listed below to ensure that your appointment scheduler is configured properly for your practice. Consider before setup Define an appointment scheduling plan for your practice before setting up rooms and reasons for visit. Required

Appointment Scheduler: Schedule for Today window overview

The Schedule for Today window is the main Appointment Scheduler window used for viewing, scheduling, and tracking patient appointments. From this window you can: Access and navigation The Appointment Scheduler can be accessed from multiple pathways. Most commonly used are

Appointment Scheduler: Schedule for the Week

Use this condensed version of your daily schedule to view appointments, blocks, and lunches. From this window, you can quickly find and schedule available spots across multiple rooms and days. View and Navigation Scheduling Additional information Related reports

Appointment Scheduler: Managing appointments

Schedule, modify, confirm, move, and cancel appointments. Schedule an appointment Confirm an appointment Note: When an appointment is confirmed, the button changes to Unconfirm. Modify an appointment Move an appointment Cancel an appointment Additional Information Related reports Resources

Feedback