Choose Appointment Details

You can manually select an appointment time slot to schedule a patient appointment.

 

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How to Get Here

• Scheduler > Manual Scheduling or Quick Scheduling.

   

  Click the Scheduler button from the Tasks section of the Home ribbon bar.

  

  When you use Manual Scheduling or Quick Scheduling, the Appointment Details window opens for you to select the appointment details.

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Use This Feature

• Choose procedure - To choose a procedure, type the beginning of the procedure name in the text box, or use the scroll bar and click the procedure you want to work with. Use the Procedure Editor to define your procedure names, classes, and other details. Note that you must use the Smart Scheduler to schedule procedure groups or chains: If you use manual scheduling or quick scheduling, you must schedule each appointment separately.

  If you use Treatment Sequencing, the next appointment procedure in the sequence is selected for you automatically. (See "Add & Edit Treatment Sequence" for details.) Or, if the patient is listed in the Pending section of your Needs Appointment List, that procedure is the default. (See "Needs Appointment List" for details.)

   

  

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• Appointment length - Enter the number of minutes to schedule for this appointment. The default length for the selected procedure is found in your Procedure Editor. The Scheduler compares the length with the actual number of minutes this procedure generally takes at your office, so you can adjust the length as needed for this patient. (You must use appointment tracking for this data to be accurate.).

   

  

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• Location / personnel - The office, doctor, and / or assistant that will be scheduled for the appointment are shown. Because you have already selected the appointment time slot, these fields cannot be changed.

   

  

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• Enable / disable Sooner if possible - As you schedule a patient appointment, you can enable the Sooner If Possible flag to place the patient on your Sooner if Possible list, making it easier for you to fill appointment slots that become open due to cancellations.See "Manage Scheduler Bar Clipboards & Lists" for details.

   

  

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• Reminder - Select a reminder to appear with the appointment, and optionally to print on the appointment card. (Use the Appointment Reminders Editor to maintain your list of reminder messages.) When the patient has an appointment reminder, you see a notification icon ( ) in your Scheduler.

   

  

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• Review patient and family information - Review this patient's appointment compliance and detailed appointment history, as well as any appointments that family members currently have scheduled at your office. Click a header to expand that section.

   

  Patient compliance - Review how well this patient complies with appointments at your office. (You must use the Patient Tracker and appointment processing for this data to be accurate.)

  

  Appointment history - Review currently scheduled appointments, as well as the history of appointments this patient has kept, missed, and changed. You can collapse/expand each section of the history as needed. You must use appointment processing for this data to be accurate.

  

  Family made appointments - Review any appointments family members currently have scheduled at your office. This feature is useful for parents that want to schedule multiple appointments on the same day. You must assign patients to Families for this feature to be accurate. While using the Smart Scheduler, you can click a family appointment to schedule near it. (See "Schedule Appointment Near Family" for details.)

  

  Treatment Sequence progress - You can review a patient's treatment sequence while scheduling an appointment. This feature helps you stay on the proposed course of treatment with every appointment. See "Add & Edit Treatment Sequence" for details.

  

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• Process scheduled/pending appointments - As you schedule a new appointment for a patient, you can process previously scheduled appointments directly from the appointment confirmation window.

   

  

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• Appoint the patient - When you are satisfied with the appointment details, click Appoint.

   

  

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More Information

Edit Appointment Details - Right-click an appointment in your schedule, from the patient information panel, or from the expanded Appointment panel of the patient folder Home page, and select Edit Appointment to change the appointment details, including the procedure, appointment length, reminder, and Patient Tracker times. You can also enable / disable the Sooner if Possible option to add / remove the patient from your Sooner if Possible scheduler board.

1. Right-click and select Edit Appointment.

   

2. Review the details and make changes as needed. Click Save to save your changes and exit the editing window.

   

Alert - If the patient has an alert stop flag for this feature, the alerts box will appear when you initiate this feature for the patient. Review the alert information, then click the box to continue. (See "Patient Alerts" for details.)

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