Appointment History

The Appointment History details the regular and recall appointments of your patients, as well as appointments you have processed as kept, changed or missed and those that have been deleted. While viewing the Appointment History, you can edit the status and reminders of the appointments as needed, and listen to any voicemail messages the patient may have left your office regarding an Edge Reminders appointment confirmation message. You can also print the history for all patients, a subgroup of patients, or specific patients.

How to Get Here

Open Appointment History WindowYou can open this feature in multiple ways: Use the method that's most convenient for you. If a patient folder is not already open, you will use Fast Find to choose the patient to work with. Otherwise, ViewPoint will default to working with the currently selected patient.

Use This Feature

Choose Appointments to View - Select the type of appointments to include in the history: Normal (regularly scheduled appointments), Recall (recall appointments only), or All (both regular and recall appointments.)

Sort History - Click the Status or Date column heading to sort the history by that column. Click the same column heading again to reverse the sort order.

Review Status Column - If the history is sorted by the Status column, the number of appointments in each status is included in the history.

Process Appointments - Click an appointment, then use the drop down arrow in the Status column to change an appointment status. You may then respond to any associated auto events for that processing status. See "Process Appointments" for details.

Change Procedure Code - Click an appointment, then use the drop down arrow in the Code column to change the appointment procedure.

Appointment Data - The appointment date and time, and the doctor, office and assistant assignment cannot be changed from the appointment history.

Sooner if Possible - Enable / disable the Sooner if Possible box of a Made appointment to add / remove it from the Sooner if Possible grid bar. See "Manage Grid Bar Clipboards, Lists & Notes" for details.

Reminder - Click a reminder description then click to select a new reminder from your Appointment Reminders table. You can only change existing reminders: You cannot add a reminder to an appointment with no previous reminder.

Appointment Confirmation Response / Message - If you track appointment confirmation details, the Response column indicates how the patient responded to your appointment reminder message. In addition, if you use Edge Reminders, and the patient left a voicemail for your office, you can click the link in the Message column to listen to that message.

Audit Appointment Double-click an appointment to view the date and time the appointment was made, the last time it was changed, and the operator who processed those changes.

Print - Click Print to generate an Appointment History report for the patient. Note that recall appointments are excluded from this report.

• Patient Applications
  • Acquire Patient Fingerprints
  • Alerts
  • Appliance Manager
  • Appliance Tracker
  • Appointment History
  • Compliance Animations
  • Correspondence History
  • E-mail via Outlook
  • Family Records
  • New Patient Folders
  • Notepad
  • Notepad Subgroups
  • Online Form Results
  • Open Patient Records
  • Quick Search
  • Referrals
  • Reminder Cycles
  • Status History
  • Subgroup List

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