Drag & Drop Appointments

You can quickly reschedule an appointment by dragging & dropping the appointment to a new time slot that has enough cells available to accommodate the procedure.

 

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• Watch video tutorial. (Windows Media Player, an active Internet connection, and a valid Ortho2 customer login are required to run video tutorials, webinars, and training programs.)

Get Started

• Drag & drop setup - If you enable the Use Class Based Drag & Drop Indicator, whenever you drag and drop an appointment to a new time slot, the grid cells that match the appointment procedure's classification will remain clear, while cells that do not match the classification will be dimmed so you can more easily find an appropriate time slot for the appointment. If you disable the setting, no cells will appear dimmed as you drag and drop an appointment. See "Set Up Scheduler Visual Options" for details.

How to Get Here

• Home ribbon bar > Scheduler. (See "View & Navigate Your Schedule" for details about other ways to open your Scheduler.)

   

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

  

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Use This Feature

• Click and drag the appointment you want to reschedule. You can select an appointment from your schedule, or from a Scheduler bar.

• Drag to new location - You can drag an appointment to any other location on the same date. If you need to drag & drop an appointment to a new date, you canuse either Week view mode, or select a series of dates from your calendarso that both dates are displayed in your Scheduler simultaneously. If the dates are more than seven days apart and cannot be viewed simultaneously, you cannot use drag & drop to reschedule the appointment: Use your Smart SchedulerExplore instead. Or, first drag the appointment to a Scheduler bar or your Needs Appointment List, then drag it back to the new appointment date.(See "Needs Appointment List" for details.)

• Class indicator - If you enable the Use Class Based Drag & Drop Indicator, whenever you drag and drop an appointment to a new time slot, the grid cells that match the appointment procedure's classification will remain clear, while cells that do not match the classification will be dimmed so you can more easily find an appropriate time slot for the appointment. If you disable the setting, no cells will appear dimmed as you drag and drop an appointment. (See "Set Up Scheduler Visual Options" for details about enabling this feature.)

• Incongruent time slot warning - If you attempt to schedule an appointment to a location whose classification, chair, orthodontist, or office does not match the procedure and/or patient you are scheduling, you must confirm your choice before continuing.

• Doctor time summary update - If your schedule shows the doctor time summary at the far left edge, the number of doctor time minutes is updated as you move your appointment to new time slots. (See "Set Up Scheduler Visual Options" for details about displaying doctor time in your schedule.)

• Record change - After you drop the appointment into place, you are asked whether to record the change in the patient's appointment history. Confirm or cancel the notation to continue.

• Process previous appointments with drag and drop - When you drag an appointment from a Schedulerbar (such as the Needs Appointment list or your Clipboard), onto a scheduling grid, you have the opportunity to individually process all other appointments already scheduled for the patient.

   

  

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• Use Scheduling
  • Drag & Drop Appointments
  • Manual Appointment Scheduling
  • Needs Appointment List
  • Print Graphical Schedule
  • Process Appointments
  • Quick Scheduler
  • Recall Appointments
  • Schedule Near Family
  • Scheduler Bar
  • Scheduler Notes
  • Search Your Schedule
  • Smart Scheduler
  • View Schedule - Detail List
  • View Schedule - Day / Week
  • View Schedule - Month

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