Manage Grid Bar Clipboards, Lists & Notes

Add a Patient - Drag and drop a patient appointment from your Grid Scheduler onto the board, or right-click the patient appointment and select Send To, then select the grid bar board to add that appointment to. You have the option of recording the change in the patient's Appointment History.

Add All Patients - Right-click any cell of a scheduling grid and select Send All To, then select a grid bar board to move all of the appointments for the selected day to your board. This option flags the appointment as "Deleted" in each patient's Appointment History. (If you have applied Grid Scheduler filters to view the appointments for a certain orthodontist, office or assistant, only those appointments will be affected.) See "Reschedule Multiple Appointments" for details.

Cut & Paste Patient Appointments - Right-click a patient appointment in your Grid Scheduler and select Cut to send the appointment to your clipboard. You can then right-click a different appointment date / time and select Paste to move the appointment to that time slot. (You might need to refresh your Grid Scheduler before the cut appointment appears in your clipboard.

Activate & Schedule a Patient - Click a patient name in the board to activate the patient in your Grid Scheduler. You can then manually schedule a new appointment, or use Explore to schedule a new appointment for the patient.

Drag & Drop to Schedule - You can drag and drop a patient from the board onto an appointment time slot in your schedule. Any related appointment messages, milestone reminders, and auto-events will be triggered appropriately.

Open a Patient Folder - Double-click patient name in the board to open that patient's folder.

Review Appointment Properties - Right-click a patient name in the board, and select Properties to display the appointment details, including the patient name, scheduled procedure, appointment date and length, assigned office, doctor, and assistant, and whether the appointment is flagged for the Sooner if Possible board. You can add or change the appointment reminder, if needed, but no other details can be changed from the properties window. When you have finished reviewing the details, click Ok to save any reminder changes and exit.

Process the Appointment - Right-click a patient name in the board, and select the appropriate appointment processing status (i.e. missed or kept). The patient will be removed from the board automatically.

Hide / Show the List - Right-click anywhere on your Clipboard, Sooner if Possible list, Old Appointments list, Rescheduled Appointments list, or a User-Created list and select Hide Group to remove it from your grid bar display. You can also right-click and select Show All Groups to be sure no group is currently hidden. You can only hide one grid bar board at a time.

Print the List - Right-click anywhere on your Clipboard, Sooner if Possible list, Rescheduled Appointments list, or User-Created list and select Print. Then choose the grid bar board you want to print. Or, run a Grid Bar report from your ViewPoint Practice Reports. See "Grid Bar Report" for details.

Adding Patients - You cannot manually add patients to the Old Appointments list: Patients with unprocessed appointments are added automatically.

Activate & Schedule a Patient - Click a patient name in the board to activate the patient in your Grid Scheduler. You can then manually schedule a new appointment, or use Explore to schedule a new appointment for the patient.

Drag & Drop to Schedule - You can drag and drop a patient from the board onto an appointment time slot in your schedule. Any related appointment messages, milestone reminders, and auto-events will be triggered appropriately.

Open a Patient Folder - Double-click patient name in the board to open that patient's folder.

Review Appointment Properties - Right-click a patient name in the board, and select Properties to display the appointment details, including the patient name, scheduled procedure, appointment date and length, assigned office, doctor, and assistant, and whether the appointment is flagged for the Sooner if Possible board. You can add or change the appointment reminder, if needed, but no other details can be changed from the properties window. When you have finished reviewing the details, click Ok to save any reminder changes and exit.

Process the Appointment - Right-click a patient name in the board, and select the appropriate appointment processing status (i.e. missed or kept). The patient will be removed from the board automatically.

Hide / Show the List - Right-click anywhere on your Clipboard, Sooner if Possible list, Old Appointments list, Rescheduled Appointments list, or a User-Created list and select Hide Group to remove it from your grid bar display. You can also right-click and select Show All Groups to be sure no group is currently hidden. You can only hide one grid bar board at a time.

Print the List - Right-click on your Old Appointment board and select Print to initiate the ViewPoint Old Appointments report. See "Old Appointments Report" for details.

Add a Patient - You add patients to this board by enabling the Sooner if Possible flag as you schedule the patient appointment. You can also enable the Sooner if Possible option from the patient's Appointment History.

Remove a Patient - To remove a patient from the Sooner if Possible board without deleting the scheduled appointment, right-click the patient and choose Remove From Sooner if Possible. The patient is automatically removed from the board when you re-schedule or process the scheduled appointment.

Activate & Schedule a Patient - Click a patient name in the board to activate the patient in your Grid Scheduler. You can then manually schedule a new appointment, or use Explore to schedule a new appointment for the patient.

Drag & Drop to Schedule - You can drag and drop a patient from the board onto an appointment time slot in your schedule. Any related appointment messages, milestone reminders, and auto-events will be triggered appropriately.

Open a Patient Folder - Double-click patient name in the board to open that patient's folder.

Review Appointment Properties - Right-click a patient name in the board, and select Properties to display the appointment details, including the patient name, scheduled procedure, appointment date and length, assigned office, doctor, and assistant, and whether the appointment is flagged for the Sooner if Possible board. You can add or change the appointment reminder, if needed, but no other details can be changed from the properties window. When you have finished reviewing the details, click Ok to save any reminder changes and exit.

Process the Appointment - Right-click a patient name in the board, and select the appropriate appointment processing status (i.e. missed or kept). The patient will be removed from the board automatically.

Hide / Show the List - Right-click anywhere on your Clipboard, Sooner if Possible list, Old Appointments list, Rescheduled Appointments list, or a User-Created list and select Hide Group to remove it from your grid bar display. You can also right-click and select Show All Groups to be sure no group is currently hidden. You can only hide one grid bar board at a time.

Print the List - Right-click anywhere on your Clipboard, Sooner if Possible list, Rescheduled Appointments list, or User-Created list and select Print. Then choose the grid bar board you want to print. Or, run a Grid Bar report from your ViewPoint Practice Reports. See "Grid Bar Report" for details.

Add a Patient - Patients are added to this list automatically, but you can also drag and drop a patient appointment from your Grid Scheduler onto the board, or right-click the patient appointment and select Send To > Resched. You have the option of recording the change in the patient's Appointment History.

Add All Patients - Right-click any cell of a scheduling grid and select Send All To, then select a grid bar board to move all of the appointments for the selected day to your board. This option flags the appointment as "Deleted" in each patient's Appointment History. (If you have applied Grid Scheduler filters to view the appointments for a certain orthodontist, office or assistant, only those appointments will be affected.)  See "Reschedule Multiple Appointments" for details.

Activate & Schedule a Patient - Click a patient name in the board to activate the patient in your Grid Scheduler. You can then manually schedule a new appointment, or use Explore to schedule a new appointment for the patient.

Drag & Drop to Schedule - You can drag and drop a patient from the board onto an appointment time slot in your schedule. Any related appointment messages, milestone reminders, and auto-events will be triggered appropriately.

Open a Patient Folder - Double-click patient name in the board to open that patient's folder.

Review Appointment Properties - Right-click a patient name in the board, and select Properties to display the appointment details, including the patient name, scheduled procedure, appointment date and length, assigned office, doctor, and assistant, and whether the appointment is flagged for the Sooner if Possible board. You can add or change the appointment reminder, if needed, but no other details can be changed from the properties window. When you have finished reviewing the details, click Ok to save any reminder changes and exit.

Process the Appointment - Right-click a patient name in the board, and select the appropriate appointment processing status (i.e. missed or kept). The patient will be removed from the board automatically.

Hide / Show the List - Right-click anywhere on your Clipboard, Sooner if Possible list, Old Appointments list, Rescheduled Appointments list, or a User-Created list and select Hide Group to remove it from your grid bar display. You can also right-click and select Show All Groups to be sure no group is currently hidden. You can only hide one grid bar board at a time.

Print the List - Right-click anywhere on your Clipboard, Sooner if Possible list, Rescheduled Appointments list, or User-Created list and select Print. Then choose the grid bar board you want to print. Or, run a Grid Bar report from your ViewPoint Practice Reports. See "Grid Bar Report" for details.

Add a User-Created Board - Right-click anywhere on your grid bar, and select Add New Group. You can optionally name your new board.

Rename a User-Created Board - First, click the board heading to select it. Then right-click anywhere in the board, and select Rename Group. Type a new name for your board and press Enter.

Delete a User-Created Board - You can only delete empty user-created grid bar boards. To do so, first click the board heading to select it. Then right-click anywhere in the board, and select Remove Group. Click Yes to confirm your action.

Add a Patient - Drag and drop a patient appointment from your Grid Scheduler onto the board, or right-click the patient appointment and select Send To, then select the grid bar board to add that appointment to. You have the option of recording the change in the patient's Appointment History.

Add All Patients - Right-click any cell of a scheduling grid and select Send All To, then select a grid bar board to move all of the appointments for the selected day to your board. This option flags the appointment as "Deleted" in each patient's Appointment History. (If you have applied Grid Scheduler filters to view the appointments for a certain orthodontist, office or assistant, only those appointments will be affected.) See "Reschedule Multiple Appointments" for details.

Activate & Schedule a Patient - Click a patient name in the board to activate the patient in your Grid Scheduler. You can then manually schedule a new appointment, or use Explore to schedule a new appointment for the patient.

Drag & Drop to Schedule - You can drag and drop a patient from the board onto an appointment time slot in your schedule. Any related appointment messages, milestone reminders, and auto-events will be triggered appropriately.

Open a Patient Folder - Double-click patient name in the board to open that patient's folder.

Review Appointment Properties - Right-click a patient name in the board, and select Properties to display the appointment details, including the patient name, scheduled procedure, appointment date and length, assigned office, doctor, and assistant, and whether the appointment is flagged for the Sooner if Possible board. You can add or change the appointment reminder, if needed, but no other details can be changed from the properties window. When you have finished reviewing the details, click Ok to save any reminder changes and exit.

Process the Appointment - Right-click a patient name in the board, and select the appropriate appointment processing status (i.e. missed or kept). The patient will be removed from the board automatically.

Hide / Show the List - Right-click anywhere on your Clipboard, Sooner if Possible list, Old Appointments list, Rescheduled Appointments list, or a User-Created list and select Hide Group to remove it from your grid bar display. You can also right-click and select Show All Groups to be sure no group is currently hidden. You can only hide one grid bar board at a time.

Print the List - Right-click anywhere on your Clipboard, Sooner if Possible list, Rescheduled Appointments list, or User-Created list and select Print. Then choose the grid bar board you want to print. Or, run a Grid Bar report from your ViewPoint Practice Reports. See "Grid Bar Report" for details.