Open the Appointments panel on the Home page of the patient folder to see currently scheduled appointments for both the patient and family members, and the patient's appointment history. A limited version of the patient's appointments appear on the patient folder widget, the patient Treatment Chart summary, and the Smart Scheduler.
Patient Folder Home Page
Appointments. (See "Patient Home Page" for details about opening the patient's Home page and selecting the panel(s) to view. The process is slightly different, depending on whether Normal panel mode or Single Expanded panel mode is enabled in your Visual User Options.)
Expand / Collapse / Move the Panel - (Normal panel mode only: Single Expanded panel mode always shows panels expanded. See "Patient Home Page" for details.) You can expand, collapse, and move the information panel as needed. Some features of this panel only function when the panel is expanded.
Scheduled appointments section - The Scheduled Appointments section header indicates the number of appointments currently scheduled for the patient. You can click an appointment to open that date in your Scheduler.
Scheduled family appointments section - (Available in collapsed view only; also available from the Smart Scheduler.) The Family Appointments section header indicates the number of family appointments currently scheduled. You can click a patient name to open that patient folder, or click an appointment to open that date in your Scheduler.
Appointment History / Arrival Log - Double-click the appointment panel header (or click the Expand button in the upper-right corner) to expand the panel and work with the patient's Appointment History and Arrival Log. See "Appointment History" for details.
Scheduler tab selection - Click either a patient's appointment, or a family appointment to open your Scheduler to that date, with the appointment selected and the patient activated. If you have multiple Scheduler tabs open, clicking a patient appointment link will bring the left-most tab to the front of your Edge window. Note that before you click the link, you can reorder your tabs by simply dragging them into place, thus selecting which Scheduler tab you want to work with. See "Set Up General Scheduler Options" for details about enabling/disabling the multiple Scheduler option.
View appointment history for a date - You can view the list of appointments that have been made and processed for all patients on any given date by viewing the Appointment History option of your Scheduler's List View mode. See "View Detailed Appointment List" for details.
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