Dentrix Enterprise
Help

Moving appointments

Whether a patient needs to reschedule or the office needs to lighten the schedule, occasionally you will need to move an appointment that is already scheduled to a new date, time, and/or operatory.

Tip: For information about moving multiple appointments to the Pinboard all at once, see the topic about using the Pinboard.

To move an appointment

·        On the same date - The most efficient way to move an appointment in the Appointment Book is to drag the appointment to a new date, time, and/or operatory. When a confirmation message appears, click OK.

·        To a different date - You can move an appointment to a different date, time, and/or operatory:

1.   In the Appointment Book, drag an appointment to the Pinboard. (You can also move multiple appointments to the Pinboard at the same time by using the Move to Pinboard menu options.)

An appointment note icon appears on the Pinboard.

2.   Find a new date, time, and/or operatory for the appointment. Drag the appointment to the new date, time, and/or operatory.

A confirmation message box appears.

3.   Click OK.

Notes:

·        An appointment that you drag to the Pinboard remains scheduled at its original date, time, and operatory until you move the appointment to a new date, time, and/or operatory.

·        If you close the Appointment Book or click Refresh from the File menu, any appointment that you dragged to the Pinboard is removed from the Pinboard, but the appointment remains scheduled at its original date, time, and operatory. That way no appointment information is lost.

·        By Double-clicking an appointment - If you know the exact date, time, and/or operatory that you want to move an appointment to, you can change the existing date, time, and/or operatory of that appointment:

1.   In Appointment book, double-click an appointment.

The Appointment Information dialog box appears.

2.   Enter the new Date, Time, and/or Op.

3.   Click OK.

·        By moving an appointment to the Pinboard - If you are viewing or editing the details of an appointment, you can place the appointment on the Pinboard, so you can temporarily store appointment information until you can find a new appointment time. Then, once you know where you want to put the appointment on the schedule, you can drag it there:

1.   In Appointment book, double-click an appointment.

The Appointment Information dialog box appears.

2.   Click Pin Board.

3.  Once the appointment is on the Pinboard, drag it to a new date, time, and/or operatory.

A confirmation message box appears.

4.   Click OK.

Warning: If you put an appointment on the Pinboard from the Appointment Information dialog box, close the Appointment Book without dragging that appointment from the Pinboard to a new date, time, and/or operatory, and then reopen the Appointment Book, the original appointment is removed from the schedule and put on the Unscheduled List with a "Wait/Will Call" status.