Editing appointment information

You can change any information pertaining to an appointment, such as the provider, reasons for the appointment, appointment time, and notes.

Tip: You can also click the Schedule Appointment button on the Appointment Book toolbar to edit appointment information.

To edit appointment information

1.   In the Appointment Book, double-click the appointment that you want to edit.

The Appointment Information dialog box appears.

2.   Do one or more of the following:

Provider - Click the search button to change a provider.

Continuing Care Attached - Click the search button to attach a continuing care type.

Reason - Set or delete the reasons for the appointment.

Appt Length - Change the length of the appointment.

Amount - Change the amount Dentrix automatically enters for the procedure.

Staff - Click the search button and select a staff member.

Status - Select the patient's status based on your last contact with the patient.

Schedule - Select a schedule type.

Type - Select a production type according to the amount of production the appointment requires.

Op - Click the search button and select an operatory.

Date - Click the search button and change the appointment date.

Time - Click the search button and change the appointment time.

Notes - Type a note adding clarification or detail about the appointment. Click Insert Dateline to insert a date. Click the spell check button to check your note's spelling.

3.   Click OK.