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Scheduling appointments from the Scheduling Assistant

You can schedule an appointment from the Scheduling Assistant.

To schedule an appointment

1.   In the Scheduling Assistant, select a record.

2.   Click the Create Appointment button . This button is available only if one record is selected.

The Select View dialog box appears. Also, the Appointment Book opens in the background if it is not already open.

3.   Select an Appointment Book view.

4.   Click either Select or OK.

The New Appointment Information dialog box appears.

Notes:

·        If you are scheduling a continuing care appointment, the continuing care type and assigned provider are attached to the appointment automatically.

·        If you are rescheduling a broken appointment, the original appointment details, such as the provider, reason, description, length, and amount, are entered automatically in the new appointment.

·        If you are scheduling an ASAP appointment, the original appointment details, such as the provider, reason, description, length, and amount, are entered automatically in the new appointment.

·        If you are scheduling a treatment-planned procedure, it is linked to the appointment automatically along with the assigned provider and any corresponding continuing care.

·        If you are scheduling a treatment request, it is linked to the appointment automatically along with the patient’s provider.

5.   Set up the appointment details, such as the provider, encounter number, and reason.

6.   Click Pin Board.

7.   Navigate to the desired date for the appointment, and then drag the patient’s appointment from the Pinboard to the desired time slot in the correct operatory.

8.   On the confirmation message, click Yes.