Schedule Appointments Manually

You can manually select an appointment time slot to schedule a patient appointment.

How to Get Here

ViewPoint Toolbar - Make Appointment or Grid. (Click here for additional ways to open the Grid Scheduler.)

Use This Feature

• Select appointment slot - Double-click the appointment slot you want to work with. See "View & Navigate Your Schedule" for details about selecting the date to view. You cannot schedule to a grid cell that already has an appointment, unless you have enabled overbooking. (See "Set Up Grid Scheduler Properties" for details.)

• Choose patient - If a patient is not currently active in the Grid Scheduler, you use Fast Find to locate the patient to work with. If you attempt to appoint the same patient twice in a row, you are notified of the event and must confirm your action to continue scheduling the appointment. This feature helps prevent accidental duplicate scheduling.

• Confirm scheduling conflicts - If this appointment is being scheduled to a grid cell with a different class or column assignment, or if the doctor, office, or assistant do not match those in the patient folder, you must confirm you action before continuing.

   

  

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• Respond to milestone reminders - Your Display Milestone Reminders setting determines whether you are prompted to update milestone dates when you either schedule an appointment or open the treatment chart for a patient whose Next Dental Visit and/or Next Progress Report date is either today or in the past. You can optionally award patient reward points for compliance when these dates are updated. See "Manage Milestone Reminders" 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.)

• Confirm details & appoint patient - After selecting the appointment time slot and patient, the Confirm Appointment window opens, and you can change the details of the appointment as needed before completing the scheduling process. See "Confirm Appointments" 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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