Customizing the multi-location schedule view

With the multi-location view active, you can change and filter the view of the schedule to have it display appointments and events across locations in your organization to suit your preferences. Multi-location view settings are saved even after you log off.

To customize the multi-location schedule view

1. Do one of the following:

   • Click (or tap) the Schedule menu.

   • On the Schedule menu, click (or tap) Calendar.

   The Calendar page opens.

2. If the multi-location schedule view is not active, to turn on the view, set the Multi-location switch to On.

   

   Note: If you navigate away from the schedule while using the multi-location view and then return to the schedule, the Multi-location View switch remains On by default. However, if you log out and then back in, the Multi-location View switch is set to Off by default.

3. Do any of the following:

   • Change the date - Do any of the following:

     • On the toolbar, click (or tap) the month and year to select a date.

       

     • On the toolbar, click (or tap) the Back or Forward button to go back or forward one day.

       

     • On the toolbar, click (or tap) 1 w, 1 m, or 6 m to quickly go forward one week, one month, or six months from the date you are viewing.

     • On the toolbar, click (or tap) Today to quickly return to the current date if you are viewing a date other than the current date.

   • Zoom in and out - Do any of the following:

     • Click (or tap) the Zoom out button to view more of the schedule at one time.

     • Click (or tap) the Zoom in button to return to the normal view of the schedule after having zoomed out.

     The zoom state persists until you log out of Dentrix Ascend; so, as you navigate to other areas of Dentrix Ascend and then back to the schedule, the zoom state that you last selected is used to view the calendar.

     Notes:

     • Dentrix Ascend is designed to work with browser's zoom level set to 100%. Increasing or decreasing the browser's zoom level, may have undesired results:

       • With the Calendar, if you go below 100%, the last column on the right will not appear. In other areas, buttons may be missing or may not function.

       • Adverse effects may occur if you have an older monitor and decrease the browser's zoom level to see more.

     • Newer rectangular monitors (at a resolution of 1920 x 1080) can usually display up to 7 columns on the Calendar.

   • Change view settings - Set up the options on the View menu, and then click (or tap) Apply.

     

     Notes:

     • If you navigate away from the schedule while using the multi-location view and then return to the schedule, the Multi-location View switch remains On by default, and the multi-location view options that you last selected are selected by default.

     • If you log out and then back in, when you turn the Multi-location View switch back On, the multi-location view options that you last selected are selected by default.

     The following options are available:

     • Time block size - To change the height of appointment time slots, select Small, Medium, or Large (the default).

     • Show only business days - To show either business days only or all days, set the switch to On or Off.

       • With Show only business days set to On, the schedule displays only the days of the week that your office is open according to the location's hours. However, you can still manually select a closed day from the Calendar page toolbar.

       • With Show only business days set to Off, the schedule displays all days of the week.

     • Show missed appointments - To show or hide missed appointments, set the switch to On or Off.

       • With Show missed appointments set to On, missed and canceled appointments (those with No Show and Broken statuses) will remain on the schedule but be translucent and narrower than the width of the corresponding operatory.

         

       • With Show missed appointments set to Off, missed or canceled appointments will not appear on the schedule.

     • Show template time slots - To show or hide the time blocks of your scheduling template, set the switch to On or Off.

       • With Show template time slots set to On, the schedule displays the time blocks of your scheduling template. However, you can schedule any appointment within a time block; the time blocks are for reference only.

         

       • With Show template time slots set to Off, the schedule does not display the time blocks of your scheduling template.

     • Warn when double-booking - For information, refer to the topic about handling the double-booking of providers.

     • Hide patient names - For information, refer to the topic about hiding patient names.

     • Hide patient ages - For information, refer to the topic about hiding patient ages.

     • Columns by:

       • Operatory Group - Currently, this is the only available option, and it is selected by default. Select an operatory group to view the schedule according to that operatory group.

         

         Notes:

         • To add, edit, or delete operatory groups as needed, click the Manage Operatory Groups link.

         • You can position your pointer over the multi-location icon next to a group name to view the associated locations.

           

         • If you have not been granted the "Review Schedule" right for one or more locations that are assigned to an operatory group, an orange warning icon appears next to that group's name.

           

           You can click the orange warning icon  to view the restricted locations. Those locations will not appear on the calendar.

           

         The calendar displays a column for each location with sub-columns for each operatory in the selected group. The left-most column is for the location that you are currently logged in to.