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.

How to Get Here

• ViewPoint toolbar > Make Appointment or Grid Scheduler. (Click here for additional ways to open the Grid Scheduler.)

   

  

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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 Gridbar.

• 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 Week view so that both dates are displayed in your Grid 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 Explore instead. Or, first drag the appointment to a Gridbar or your Needs Appointment List, then drag it back to the new appointment date.(See "Manage Needs Appointment List" for details.)

• Units retained - Drag & drop retains the number of units, not the amount of time an appointment is scheduled for. If you use multiple time intervals, please note this important factor when you reschedule the appointment

• 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.

• 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 Gridbar (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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Notice!

• Cut & paste appointments - You can also right-click an appointment and select Cut to send it to the Clipboard section of your Grid Bar, then right-click an appointment time slot and select Paste to reschedule it. See "Manage Grid Bar Clipboards, Lists & Notes" for details.

• Alert Stop - If the patient has an alert stop flag for this feature, the alerts box will appear when you initiate this feature for the patient. Review the alert information, then click the box to continue. (See "Patient Alerts" for details.) (See "Patient Alerts" for details.)

• Confirm Appointments
• Drag & Drop Appointments
• Explore for Appointments
• Grid Bar
• Light Bar Widget
• Manual Scheduling
• Needs Appointment List
• Recall Appointments
• Reschedule an Appointment
• Reschedule Multiple Appointments
• Process Appointments
• View Schedule - Detail List
• View Schedule - Day / Week
• View Schedule - Month

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