Add & Edit Office Appointments

You can add and edit appointments on your Office Calender, specify the location of the event, and select dentists, referrers, and professionals as attendees.

How to Get Here

Use This Feature

Add an Appointment

- 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. If you have multiple calendars, be sure you specify which calendar to use. Then enter and save the appointment details, described below.

Double-click or right-click a time slot, or click New Appointment from the calendar ribbon bar.

Or, drag to select a range of time, and right-click to create a new appointment.

Edit an Appointment

- 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. Then review and change the details, described below. Note that employee birthdays and anniversaries, as well as HR Manager appointments and national holidays cannot be edited from this calendar.

Appointment Details

- Only Office Calendar appointment details can be edited from this calendar.

Calendar - If you have multiple calendars, select the one to use for this appointment. (See "Set Up Office Calendar" for details about creating additional calendars.)

Attending - You can add / remove dentists, referrers, and other professionals from the appointment. When listed as an attendee, the appointment will appear in the Appointment History section of the ViewPoint dentist, referrer, or professional record.

Add Attendees by Type - Click the Attending button, then select the type of professional to work with, and optionally search by the party's last name. Double-click a name to add that party to the list of attendees.

Add Attendees by Name - Begin typing the last name of a dentist, referrer, or professional in the Attending text field, then double-click the name of the party you wish to add to the appointment.

Remove Attendee - Click the Delete button beside an attendee name to remove that person from the appointment. The appointment will also be removed from that party's ViewPoint record.

Subject - Enter a short description of the event.

Location - Select the location of the appointment from the drop-down list, or type a new location. Note that new locations are automatically added to the list.

Start / End Dates and Times - Enter the date and time the appointment will begin and end. You can optionally enable the All Day option to schedule the event for the entire day or range of days.

Message / Notes - Type a full description of the appointment in the box at the bottom of the window. These notes will be displayed in the tooltip that appears when you hover over a scheduled appointment.

Save / Delete Appointment

- Use the ribbon bar icons at the top of the window to save your changes and exit, or to delete the appointment. If you delete an appointment that is set to recur, you can only delete it if you have selected to open the entire series.

More Information

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