Appointment Reminders Table

Use the Appointment Reminders table to create and maintain the list of standard appointment and recall reminders that you can assign to patient appointments, and print on most appointment card formats.

 

Add and Edit Appointment Reminders

1. Open Appointment Reminders Table - Select System Tables from the ViewPoint main menu. . Then from the Patient tab, open the Appointment Reminders table. Or, from the Grid scheduler toobar, click the Grid Tools drop down menu and select Reminders. (Get help opening your Scheduler.)

   You can open your Grid Scheduler from the ViewPoint main menu, ViewPoint toolbar, or ViewPoint shortcut menu, or by pressing Ctrl+G on your keyboard while ViewPoint is open. In addition, you can open your schedule to a specific appointment directly from the Patient tab of the patient folder.

   

   

   From the ViewPoint shortcut menu, either open the Actions menu (Alt+A) and choose Make Appointment, or open the Add-In menu (Alt+D) and choose Grid.

   

   

   

2. Create or Edit a Reminder Record - Choose an existing record to work with, or create a new one. appropriate section of the window.

   Select Existing Record - Choose an existing record from the drop down list at the bottom of the window, then edit the details as needed. You can also click Previous and Next to advance through all your choices. You can enable either the Show All or Show Active Only option to include / exclude inactive records in the dropdown list and Previous / Next toggle.

   

   Create a New Record - Click New (or press Alt+W on your keyboard), then enter the details for your new record.

   

3. Reminder Details - Enter the reminder text, indicate whether it is for recall appointments, and toggle the inactive flag as needed.

   

   Edit Descriptions - Click in the field you want to modify and type your changes, or cut, copy, and paste You can cut, copy and paste to add and edit text and/or images to many areas of your system using standard keyboard shortcuts ( Ctrl+X , Ctrl+C , Ctrl+V , respectively). Or, you can often right-click the field or image you are working with and select the action from a menu. In many cases, Ctrl+A selects all available text or images, ready for you to cut or copy, Ctrl+Z performs an Undo of the last action, and Ctrl+Y performs a redo of the last action. as needed.

   Identify Recall Reminders - Enable the Recall option to indicate reminders that are appropriate for assigning to recall appointments, and not regularly-scheduled appointments.

   Inactive / Active Toggle - Once you create a record, you cannot delete it. You can, however, flag it Inactive. Records you flag as Inactive are not available for general use, but they remain in your system for reporting and other data collection needs. In addition, you can toggle records back to Active whenever needed.

4. Save Your Changes - Click Exit to save the changes you have made and close the editing window.

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