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Appointment Cards

Run an Appointment Card form to generate detailed appointment reminder cards for your patients. The information available for printing on the card, such as the most recent payment receipt, and a school/work excuse, depends on the style you select. You may also include your office name and address on the form as it prints, or have your logo pre-printed on special form paper for a more professional appearance. In addition, you may choose to email appointment cards to patients and/or responsible parties, rather than printing them.

How to Get Here

Home ribbon bar - Forms > Appointment Card.

Patient ribbon bar - Forms > Appointment Card. (The Patient ribbon bar is available only when an Edge patient folder is open.)

Scheduler ribbon bar - Actions > Appointment Card. (See "View & Navigate Your Schedule" for details).

Home Ribbon Bar - Reporting > Forms > Appointment Card > Run. (You can also search for the form you want to work with.)

Scheduler Appointment - Right-click an appointment > Appointment Card. (See "View & Navigate Your Schedule" for details).

Run This Form

Initial Form Settings - When you initiate this form from the Home or Patient ribbon bar Forms option, the Scheduler ribbon bar Actions option, or by right-clicking an appointment, the form is loaded with your Quick Report settings; If you run the form from the Reporting window, the settings from the prior print job are loaded instead.

Choose Form Settings - Select the options to use for choosing records and generating this form.

View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.

Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.

Notice!

Appointment Dates Included - When a patient has multiple appointments, most appointment card formats always include the first 3 made appointments, regardless of which appointment you launched the card from. However, when you print the VIP Slip format, the next-scheduled appointment is always printed, and when you print the Business Card format, you can select which appointment to include on the form when you select the patient to print for.

Appointment Length - The appointment length that prints on the appointment card is taken from the Appointment Card Length field of your Appointment Procedures editor, not necessarily the length you have scheduled for the appointment. (See "Set Up Procedure List" for details.)

School / Work Excuse Option - Although you can include an excuse slip any time you print a regular appointment card, you might want to print the slip at the conclusion of the appointment instead. See "School / Work Excuse Forms" for details.

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