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View Your Office Calendar

Use your ViewPoint Office Calendar to review and schedule non-patient appointments, such as meetings and appointments with dentists and other professionals that care for your patients. You can view the appointments in your Office Calendar, from your dentist, referrer, and professional records, and at the bottom of the Notes section of your Grid Bar.

Get Started

Office Calendar Security The security rights for the Miscellaneous > Office Calendar option in your User Account security group determine whether you are able to open, view, or schedule and edit appointments. See "Set Up Security Access" for details.

How to Get Here

You can open this feature in multiple ways: Use the method that's most convenient for you.

ViewPoint Toolbar Calendar. (Depending on the width of your ViewPoint screen, you may need to click the More Buttons drop down icon first, then select Calendar.)

ViewPoint Shortcut Menu Add-In > Calendar. (Or, press Alt+D on your keyboard to open the Add-In menu options.)

Grid Bar Notes - Grid Scheduler > Grid Bar > Notes tab. Double-click an Office Calendar appointment to open the calendar to that date, or double-click the Office Calendar heading, even if no appointments exist, to open your Office Calendar. See "Manage Grid Bar Clipboards, Lists & Notes" for details.

Use This Feature

Choose Calendars to View - Select the Calendars bar at the bottom of the navigation panel, then click to enable / disable the calendars you want to include in your display. (See "Set Up Office Calendar" for details about creating additional calendars.)

View Day, Week, or Month - Click a tab at the top of the calendar to choose whether to see a single day, a week, or an entire month. Also note that the current time is indicated by a yellow bar in the Day and Week views.

Choose Date - Use the monthly calendar at the left of the window to select the month and day to view. Today's date is outlined. Click the date you want to see in your calendar window. You can also use the arrows beside the date in the calendar window to move forward and backward in time.

Go to Today - Click Today from the calendar ribbon bar to view today's appointments, in Day mode.

Go to This Week - Click This Week from the calendar ribbon bar to view this week's appointments, starting with Sunday, in Week mode.

Employee Milestones - Employee birthdays and office anniversaries, as recorded in your HR Manager, appear on the calendar.

HR Manager Appointments- Appointments that are scheduled on your HR Manager calendar appear orange, and cannot be edited from this calendar.

National Holidays - Common national holidays appear blue on the calendar, and cannot be edited.

Review Appointment Details - You can hover over a scheduled event in the calendar to see a tooltip that includes the appointment description, time, and any notes. In addition, HR Manager calendar appointments appear in the category color assigned to the appointment. If the appointment was created from this calendar, you can double-click to the appointment to open the editing window, where you can view and change the details.

Show / Hide Navigation Panel - You use the navigation panel to select the dates and calendars to view. Click << or >> at the top edge of the navigation panel to expand or collapse the panel. While collapsed, you can click the navigation heading to "slide" the panel open temporarily. When you have finished working in the panel, it will automatically slide back to its hidden position.

Review Legend - Click the Legend bar at the bottom of the navigation panel to review the category colors used in the calendar.

Add Appointments - You can click New Appointment on the calendar ribbon bar, or double-click or right-click an empty time slot on your calendar, or drag to select a range of time and right-click to create a new appointment. See "Add & Edit Office Appointments" for details.

Edit Appointments - To open an appointment that was created from this calendar, select the appointment and click Edit Appointment on the ribbon bar, or right-click or double-click the appointment. See "Add & Edit Office Appointments" for details.

Appoint from Dentist, Referral, or Professional Table - Click New Appointment from a ViewPoint dentist, referrer, or professional record to schedule an appointment with that party. You can alternately add professionals as Attendees when you create or edit an appointment from the calendar. See "Add & Edit Office Appointments" for details.

Drag & Drop Events - You can click and drag an appointment you have created from this calendar to any other visible date and time. So, when you view the calendar in Day mode, you can only move appointments from one time slot to another. However, when you view the calendar in Week or Month mode, you can drag an appointment to any time slot on any visible date.

View Appointments in Grid Bar - Appointments scheduled on your Office Calendar, and optionally your HR Manager calendar, appear at the bottom of the Notes tab of your Grid Bar. Each appointment includes the start time, or "all day" notice, and the appointment description. If an appointment spans multiple dates (for example, noting an employee's vacation days), the appointment will appear on each date.See "Manage Grid Bar Clipboards, Lists & Notes" for details.