Add & Edit Office Calendar 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

Open Office Calendar - ViewPoint toolbar > Calendar. (You can also open your Office Calendar from the Notes section of your Grid Bar. See "Office Calendar" for details.)

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.

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.

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 that party's dentist, referrer, or professional record.

Subject - Enter a short description of the appointment or event.

Location - Select the location of the appointment or event from the drop-down list, or type a new location.

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

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.