Needs Appointment List; Scheduler Group Clipboards; Sooner if Possible List; Old Appointments List
The Scheduler Bar serves as a clipboard for appointments waiting to be rescheduled, as well as a notification board for patients on your Needs Appointment and Sooner if Possible lists.
Open Your Scheduler - Click Scheduler from the Modules section of your Home ribbon bar. (You might also be able to open this feature from the Quick Access toolbar at the top of your Edge window.)
Use This Feature
Appointment Filters - If you have applied one or more filters to your Scheduler, only the appointments and patients that match those filters will appear on the scheduler bar.
Show / Hide Scheduler Bar - The scheduler bar appears on either the right or left side of your Scheduler window, depending upon your Scheduler User Options: If you don't see it, hover over the scheduler bar header to slide it into. You can then click the pin icon to toggle whether to keep the scheduler bar on your screen. Edge will remember your most recent setting when you exit and re-open the Scheduler.
Needs Appointments List - The Needs Appointment section of your scheduler bar lists the patients that should have a next appointment scheduled, but don't. You can place patients on the list manually, or automatically track patients that need appointments by enabling the Appointment Required option for certain status descriptions, and entering treatment chart records that include next appointment criteria. Patients are placed in different sections of your needs appointment list depending upon how they were added to the list, and the available details of the next needed appointment. See "Needs Appointment List" for details.
Scheduler Groups - Click a scheduler group header to use your appointment Clipboard, Sooner if Possible list, Old Appointments list, and any user-created boards.
Clipboard - Click the Clipboard scheduler group heading to open your appointment clipboard. You can use the Clipboard to temporarily store appointments that you need to reschedule. You can add and reschedule patients from this board as needed, as well as activate patients, open patient folders, and review appointment details.
Add a Patient - Drag and drop a patient appointment from your Scheduler onto the board. You have the option of recording the change in the patient's appointment history. If you choose not to record the change, the appointment will appear on the scheduler bar board, but will not appear anywhere in the patient's appointment history until you reschedule or remove the appointment.
Review Appointment Properties - Hover over a patient name in the board to display patient and appointment details, including the patient name, original appointment procedure, date, and time, and contact information.
Re-schedule a Patient - Right-click a patient name in the board and select Search for Appointment, or click the Scheduler icon beside the patient name, to open the Smart Scheduler for that patient.
Drag & Drop to Schedule - You can drag and drop a patient from the board onto an appointment time slot in your schedule. Any related appointment messages, milestone reminders, and workflows will be triggered appropriately.
Activate a Patient - Double-click a patient name, or right-click and select Activate to activate the patient in your Scheduler. You can then use any of the tools listed in the Active Patient section of the Scheduler ribbon bar, such as open the patient folder, post a payment, or review the appointment history. (See "View & Navigate Your Schedule" for details about using the Active Patient ribbon bar options.)
Open a Patient Folder / Treatment Hub - Right-click a patient name in the board and select Patient Folder or Treatment Hub to open that patient's folder to the appropriate page.
Go to Scheduler Date - Right-click a patient name in the board, and select Go To Date to open your Scheduler to the date of the patient's original appointment.
Remove an Appointment - Right-click a patient name and select Remove from Scheduler Group to remove the appointment from the board; the appointment will be added to the Deleted section of the patient's appointment history.
Old Appointments List - Click the Old Appointments scheduler bar heading to open your Old Appointments list. Patients are placed on the Old Appointments list automatically whenever they have an unprocessed appointment in the past. You can activate patients, open patient folders, review appointment details, and process appointments directly from this board.
Add a Patient - You cannot manually add patients to the Old Appointments list: Patients with unprocessed appointments are added automatically.
Review Appointment Properties - Hover over a patient name in the board to display patient and appointment details, including the patient name, original appointment procedure, date, and time, and contact information.
Activate a Patient - Double-click a patient name, or right-click and select Activate to activate the patient in your Scheduler. You can then use any of the tools listed in the Active Patient section of the Scheduler ribbon bar, such as open the patient folder, post a payment, or review the appointment history. (See "View & Navigate Your Schedule" for details about using the Active Patient ribbon bar options.)
Go to Scheduler Date - Right-click a patient name in the board, and select Go To Date to open your Scheduler to the date of the patient's original appointment.
Process the Appointment - Right-click a patient name in the board, and select the appropriate appointment processing status (i.e. missed or kept). The patient will be removed from the board automatically.
Open a Patient Folder / Treatment Hub - Right-click a patient name in the board and select Patient Folder or Treatment Hub to open that patient's folder to the appropriate page.
Sooner if Possible List - Click the Sooner if Possible scheduler bar heading to open your Sooner if Possible list. 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. You can activate patients, open patient folders, view appointment details, and remove patients from the Sooner if Possible list directly from this board.
Add a Patient - You add patients to this board by enabling the Sooner if Possible flag as you schedule the patient appointment. You can also enable the Sooner if Possible option by editing the appointment in your Scheduler, Patient Information Panel, or the Appointment panel of the patient Home page.
Review Appointment Properties - Hover over a patient name in the board to display patient and appointment details, including the patient name, original appointment procedure, date, and time, and contact information.
Go to Scheduler Date - Right-click a patient name in the board, and select Go To Date to open your Scheduler to the date of the patient's original appointment.
Activate a Patient - Double-click a patient name, or right-click and select Activate to activate the patient in your Scheduler. You can then use any of the tools listed in the Active Patient section of the Scheduler ribbon bar, such as open the patient folder, post a payment, or review the appointment history. (See "View & Navigate Your Schedule" for details about using the Active Patient ribbon bar options.)
Open a Patient Folder / Treatment Hub - Right-click a patient name in the board and select Patient Folder or Treatment Hub to open that patient's folder to the appropriate page.
Remove a Patient - To remove a patient from the Sooner if Possible board without deleting the scheduled appointment, right-click the patient and choose Remove From Sooner if Possible. The patient is automatically removed from the board when you re-schedule or process the scheduled appointment.
Rescheduled Appointments List - When you replace a template for a date that already has appointments scheduled, and the Scheduler is unable to re-schedule certain appointments onto the new template, those appointments are automatically placed on a Rescheduled Appointment board in your scheduler bar. The board heading includes the original appointment date. You can reschedule patients from this board as needed, as well as activate patients, open patient folders, review appointment details, and remove patients from the board. In addition, you can attempt to reschedule all appointments on the board to the currently selected Scheduler date. When all patients have been removed from the board, it is deleted automatically.
Add a Patient - Patients are added to this list automatically when you replace a template for a scheduled date.
Review Appointment Properties - Right-click a patient name in the board, and select Properties to display the appointment details, including the patient name, scheduled procedure, appointment date and length, assigned office, doctor, and assistant, and whether the appointment is flagged for the Sooner if Possible board. You can add or change the appointment reminder, if needed, but no other details can be changed from the properties window. When you have finished reviewing the details, click Ok to save any reminder changes and exit.
Re-schedule a Patient - Right-click a patient name in the board and select Search for Appointment, or click the Scheduler icon beside the patient name, to open the Smart Scheduler for that patient.
Drag & Drop to Schedule - You can drag and drop a patient from the board onto an appointment time slot in your schedule. Any related appointment messages, milestone reminders, and workflows will be triggered appropriately.
Activate a Patient - Double-click a patient name, or right-click and select Activate to activate the patient in your Scheduler. You can then use any of the tools listed in the Active Patient section of the Scheduler ribbon bar, such as open the patient folder, post a payment, or review the appointment history. (See "View & Navigate Your Schedule" for details about using the Active Patient ribbon bar options.)
Open a Patient Folder / Treatment Hub - Right-click a patient name in the board and select Patient Folder or Treatment Hub to open that patient's folder to the appropriate page.
Go to Scheduler Date - Right-click a patient name in the board, and select Go To Date to open your Scheduler to the date of the patient's original appointment.
Remove an Appointment - Right-click a patient name and select Remove from Scheduler Group to remove the appointment from the board; the appointment will be added to the Deleted section of the patient's appointment history.
Reschedule All Appointments - Click the Reschedule icon in the scheduler group header to attempt to reschedule all of the appointments on the board onto the currently selected Scheduler date. Only appointments that can find a time slot that exactly fits the time, length, and chair will be reappointed. Any appointments that cannot find a suitable time slot will remain on the scheduler group board.
User-Created Boards - In addition to using the Clipboard, you can create additional scheduler group boards to temporarily store appointments. You can add and reschedule patients from this board as needed, as well as activate patients, open patient folders, and review appointment details. In addition, you can attempt to reschedule all appointments on the board to the currently selected Scheduler date, and delete empty user-created boards.
Add a User-Created Board - Click the Add icon in the Scheduler Groups header. Then type a name for your board and click Save.
Delete a User-Created Board - You can only delete empty user-created grid bar boards. To do so, click the Delete icon in the board heading, then click Yes to confirm your action.
Add a Patient - Drag and drop a patient appointment from your Scheduler onto the board. You have the option of recording the change in the patient's appointment history. If you choose not to record the change, the appointment will appear on the scheduler bar board, but will not appear anywhere in the patient's appointment history until you reschedule or remove the appointment.
Review Appointment Properties - Right-click a patient name in the board, and select Properties to display the appointment details, including the patient name, scheduled procedure, appointment date and length, assigned office, doctor, and assistant, and whether the appointment is flagged for the Sooner if Possible board. You can add or change the appointment reminder, if needed, but no other details can be changed from the properties window. When you have finished reviewing the details, click Ok to save any reminder changes and exit.
Re-schedule a Patient - Right-click a patient name in the board and select Search for Appointment, or click the Scheduler icon beside the patient name, to open the Smart Scheduler for that patient.
Activate & Schedule a Patient - Click a patient name in the board to activate the patient in your Grid Scheduler. You can then manually schedule a new appointment, or use Explore to schedule a new appointment for the patient.
Drag & Drop to Schedule - You can drag and drop a patient from the board onto an appointment time slot in your schedule. Any related appointment messages, milestone reminders, and workflows will be triggered appropriately.
Open a Patient Folder - Double-click patient name in the board to open that patient's folder.
Go to Scheduler Date - Right-click a patient name in the board, and select Go To Date to open your Scheduler to the date of the patient's original appointment.
Remove an Appointment - Right-click a patient name and select Remove from Scheduler Group to remove the appointment from the board; the appointment will be added to the Deleted section of the patient's appointment history.
Reschedule All Appointments - Click the Reschedule icon in the scheduler group header to attempt to reschedule all of the appointments on the board onto the currently selected Scheduler date. Only appointments that can find a time slot that exactly fits the time, length, and chair will be reappointed. Any appointments that cannot find a suitable time slot will remain on the scheduler group board.
- Click 
Scheduler from the Modules section of your Home ribbon bar. (You might also be able to open this feature from the Quick Access toolbar at the top of your Edge window.)
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Scheduler icon beside the patient name, to open the Smart Scheduler for that patient.
Reschedule icon in the scheduler group header to attempt to reschedule all of the appointments on the board onto the currently selected Scheduler date. Only appointments that can find a time slot that exactly fits the time, length, and chair will be reappointed. Any appointments that cannot find a suitable time slot will remain on the scheduler group board.
Add icon in the Scheduler Groups header. Then type a name for your board and click Save.
Delete icon in the board heading, then click Yes to confirm your action.