Drag and Drop Appointments

1. Open Your Grid Scheduler - You can open this feature in multiple ways: Use the method that's most convenient for you.

   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. Choose the Appointment - Click to select the appointment you want to reschedule. You can select an appointment from your schedule, or from a Grid bar.

3. Drag to New Location - You can drag the appointment to any other location on the same date, as long as there are enough units available to accommodate the entire appointment. If you need to drag and drop an appointment to a new date, you can use Week view mode so that both dates are displayed on your screen simultaneously. (See "Your Grid Scheduler" for details about viewing multiple dates.)

   If the dates are more than seven days apart and cannot be viewed simultaneously, you can first drag the appointment to a Gridbar, then go to the date you want to reschedule to, and drag the appointment onto that grid. (See "Manage Grid Bar Clipboards, Lists & Notes" for details.)

4. Review Warnings and Notices - You may see one or more warning or notice as you schedule patient appointments. Be sure to review each message, and respond appropriately, to continue.

   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 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.

   

5. 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 action to continue.

6. Process Previous Appointments with Drag and Drop - When you drag an appointment from a Grid bar onto a scheduling grid, you have the opportunity to individually process all other appointments already scheduled for the patient.

   

Units, Not Time, Retained - Drag & Drop retains the number of units, not necessarily the amount of time, an appointment is scheduled for. If you have grids that are set up for different time intervals, please note this important factor when you reschedule the appointment.

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.