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
How to Get Here
Open Appointment History Window - You can open this feature in multiple ways: Use the method that's most convenient for you. If a patient record is already active, that patient's information will be loaded automatically. Otherwise, you use Fast Find (either typing information or swiping a registered reward card) to search for the patient to work with.
Appointment History.
Explore to search for appointment openings in the 
Use This Feature
Alert Stop - If the patient has an alert trigger enabled for this feature, the Alert Stop pop-up window will appear when you initiate this feature for the patient. Review the alert information, then either press Enter on your keyboard, or click the box to continue. You can also click the Edit link to open the Alert editor for that patient.
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 Data - Click a column heading to sort the data by that column. Click the same column heading 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. Recall appointments are omitted from this report.
