Editing appointments

You can edit an appointment as needed.

To edit an appointment

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

   The Calendar page opens.

2. Click (or tap) an appointment.

   The Appointment Information panel opens.

   

   Tips:

   • To open the Overview page of the patient's record, from the Appointment Information panel, click (or tap) the patient's name. However, be aware that any changes to the appointment information will be lost.

   • To view, add, or edit the patient's contact information, preferred contact method, and primary contact, from the Appointment Information panel, click (or tap) the Contact Info tab.

   • To view the appointment information for other members of the patient's household who have appointments scheduled on the same day as this appointment, from the Appointment Information panel, click (or tap) the Rel. Appts tab.

   • To view, add, edit, or delete the patient's medical alerts, from the Appointment Information panel, click (or tap) the Med. Alerts tab. If the patient has an medical alerts, a medical alert icon appears on the appointment.

   • To open the patient's clinical chart, ledger, or treatment plans, click (or tap) Chart, Ledger, or Tx Planner below the patient's name on the Appointment Information panel.

     

3. Change any of the appointment information, such as the procedure, provider, operatory, date, or time, as needed.

   Set up the following options:

   • Orthodontia Patient - Select the checkbox if the patient is currently undergoing orthodontic treatment, or clear the checkbox if the patient is not currently undergoing orthodontic treatment.

     

   • Status - Select a different status if necessary. The corresponding status icon appears on the appointment (for example, Unconfirmed is a question mark ).

   • ASAP - Select this checkbox if the patient wants to be contacted if an earlier date and/or time becomes available. With this option selected, the patient will show on the ASAP List. With this option selected, the patient will show on the ASAP List, and an ASAP icon appears on the appointment.

   • Needs Follow-up - Select this checkbox if any of the procedures for this appointment require you to follow up with the patient after his or her visit. The patient will show up on the Patient Follow-up list after his or her appointment.

   • Premedicate - Select this checkbox if the patient prefers to be medicated before any of the procedures are performed or if any of the procedures require premedication.

   • Procedure(s) - Click (or tap) in the box, begin typing procedure code, multi-code, or description, continue typing as needed to narrow the results, and then select the appropriate procedure from the results list. To select other procedures, repeat this process.

     

     When you are searching for a procedure, procedures appear in the results list not only according to your search criteria but according to the selected filter.

     

     Select one of the following procedure filters as needed:

     • Carrier procedures - Only the carriers' allowed procedures are available. If the patient has any active insurance plans attached to his or her record, and if the selected Provider is contracted with any of the patient's carriers, Carrier procedures is selected by default.

     • Location procedures - Only the location's allowed procedures are available. If the patient is not covered by an insurance carrier that the provider is contracted with, Location procedures is selected by default.

     Note: Carrier procedures is available only if the patient has any active insurance plans attached to his or her record, and if the selected Provider is contracted with any of the patient's carriers. Location procedures is available for any patient.

     Important: If you schedule an appointment using a multi-code that includes some procedures that are not allowed by the the location or any of the patient's carriers, those procedures will not be attached to the appointment.

     Note: If you select a procedure that is associated with a recare type, that recare type is attached to this patient's appointment automatically. However, if the same recare procedure is already attached to another appointment for this patient, and the other appointment's status is not Complete, when you save this appointment, a message will appear so you can confirm that you want to remove the recare procedure from the other appointment.

     On the Appointment Information panel, a recare procedure that is attached to an appointment has a green stripe. A non-recare procedure does not have a colored stripe.

     

     Note: To remove a procedure from the appointment, click (or tap) the corresponding Remove button .

   • Add Tx Planner - Click (or tap) this link to open the Tx Procedures dialog box. Select the checkbox of the visit (associated with a case) or the checkboxes of the individual treatment-planned procedures (not assigned to a case) that you want to attach to the appointment. Then, click (or tap) Update appointment.

     

     Note: If you attach treatment-planned procedures that are already scheduled, when you save this appointment, a message will appear so you can confirm that you want to remove the procedures from the other appointment.

     On the Appointment Information panel, a treatment plan that is attached to the appointment has a red stripe.

     

     Note: When you position your mouse pointer over an attached treatment plan, one of the following occurs:

     • For a procedure that is not assigned to a case, details of that procedure appear.

     • For procedures that are assigned to a case, the case name, the visit number, and details of all the procedures in that visit appear.

   • Other - Enter a reason, other than that of the selected procedures, for the appointment.

   • Operatory - Select a different operatory from the list. Alternatively, to quickly change the operatory, click (or tap) and hold and then click (or tap) an open time slot in a different operatory.

   • Appointment Provider - Select a different appointment provider from the list (only providers who have access to the current location are available). Alternatively, if you are viewing the schedule by provider, to quickly change the provider, click (or tap) and hold and then click (or tap) the column of a different provider. Only providers who have access to the current location are available. The exception to this is when a provider is associated with the appointment and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.

   • Other Provider - Select a secondary provider, such as a hygienist, for the appointment from the list. A colored box (determined by the provider color assigned to this provider) appears on the appointment. Only providers who have access to the current location are available. The exception to this is when a provider is associated with the appointment and no longer has access to the current location; that provider is available in the list unless you select a different provider and then save the change.

   • Date - Click (or tap) in the box to select a different date. Alternatively, if you are viewing the schedule by week, to quickly change the date, click (or tap) and hold and then click (or tap) an open time slot on a different date.

   • Time - Click (or tap) in the box, and then change the time. Alternatively, to quickly change the time, click (or tap) and hold and then click (or tap) a different open time slot.

     Tip: You can enter a time using various formats. For example, you can type 08:30, 8:30a, or 8:30 AM; 8a or 8am; 13:30, 1:30p, or 1:30 PM; or 1p or 1pm.

   • Length - Change the length of the appointment as needed. The end time of the appointment changes accordingly.

   • Note - Enter a note regarding the appointment. To insert the current date where the text cursor is positioned in the box, click (or tap) Insert Date. If there is an appointment note, a note icon appears on the appointment.

   • Contact Info - On the Contact Info tab, you can view or update the patient's contact information, contact preferences, and automated reminders preference (this option is available only if the patient is the primary contact for himself or herself or anyone else and has a supported mobile phone number). Any changes that you save from the appointment will be reflected in the patient's record.

     

     The patient's primary contact also appears.

     

     Tips:

     • To change the primary contact person for the patient, click (or tap) the Edit button . In the search box, begin typing the contact's name, continue typing as needed to narrow the results, and then select the appropriate name from the list of matching results. Or, to make the patient whose appointment you are viewing the primary contact, click (or tap) Switch to "Self" at the bottom of the results list.

       

     • To assign the primary phone number of the patient's primary contact (if different from the patient) as the primary phone number of the patient on the appointment, click (or tap) the Copy Up button . To assign the patient's primary phone number as the primary phone number of the patient's primary contact (if different from the patient), click (or tap) the Copy Down button .

   • Rel. Appts - On the Rel. Appts tab, you can view the appointment information for other members of the patient's household who have appointments scheduled on the same day as this appointment. For your reference, the number of related appointments, if any, appears next to the name of the tab.

     

   • Med. Alerts - On the Med. Alerts tab, you can view the medical alerts that are attached to the patient's record. You can also add medical alerts to the patient's record as needed.

     

   • Lab Case - On the Lab Case tab, you can attach a lab case to the patient's appointment. Or, if a lab case is already attached to the appointment, you can update or remove that case as needed.

     

   Tip: You can quickly change the appointment date, time, operatory, and/or provider by clicking (or tapping) an open time slot on the schedule in the column of any provider or operatory (depending on whether you are viewing the schedule by provider or operatory) on any day of the displayed week (if you are viewing the schedule by week) or on the displayed date (if you are viewing the schedule by day).

4. Click (or tap) Save.

5. Do one of the following if applicable:

   • If you have attached treatment-planned procedures that are already scheduled, the Attach Treatment Plan message box appears so you can confirm that you want to remove the procedures from the other appointment. The message displays the date and time of the affected appointment and a note that it will be updated. However, if removing those procedures leaves another appointment empty, the message displays the date and time of the affected appointment and a note that it will remain scheduled on the calendar but be empty. To confirm that you want to move the procedures, click (or tap) Attach to This Appointment.

     

   • If you have attached recare procedures that are already attached to another appointment for this patient, and the other appointment's status is not Complete, the Attach Recare message box appears so you can confirm that you want to remove the recare procedures from the other appointment. The message displays the date and time of the affected appointment and a note that it will be updated. However, if removing the recare procedures leaves another appointment empty, the message displays the date and time of the affected appointment and a note that it will remain scheduled on the calendar but be empty. To confirm that you want to move the recare procedures, click (or tap) Attach to This Appointment.

     

   • If you have attached treatment-planned procedures that are already scheduled, and if you have attached recare procedures that are already attached to another appointment for this patient, the Attach Treatment Plan & Recare message box appears so you can confirm that you want to remove the procedures from the other appointment. The message displays the date and time of the affected appointment and a note that it will be updated. However, if removing those procedures leaves another appointment empty, the message displays the date and time of the affected appointment and a note that it will remain scheduled on the calendar but be empty. To confirm that you want to move the procedures, click (or tap) Attach to This Appointment.