Assigning default appointment settings

From the Appointment Book, you can customize your practice schedule, some appointment defaults, and the time block size used throughout the system. Setup information is stored on the file server and that information is available to all computers on the network. However, default appointment settings, screen colour, and button bar orientation are specific to each computer on your network. Appointment settings let you assign a status, indicate a patient's schedule flexibility, and set a production value.

To assign default appointment settings

1.   In the Appointment Book, click Setup, and then click Practice Appointment Setup.

The Practice Appointment Setup dialog box appears.

2.   Assign the default settings you want the Appointment Book to use for each new appointment you create:

·        Status - Select one of the following options:

·        ?????? - The appointment is not confirmed.

·        FIRM - The appointment is confirmed.

·        FIRM-E - The appointment is confirmed by e-mail.

·        EMERGENCY - The appointment is for an emergency patient.

·        HERE - The patient has arrived.

·        READY - The patient is ready for the operatory.

·        LMM - An appointment reminder was left on an answering device.

·        LMP - An appointment reminder was left with a person.

·        MULTI - Multiple appointments.

·        NOFLEX - The appointment time is not flexible.

Note: You can customize the colours and descriptions assigned to each status using the Office Manager.

·        Schedule - Select one of the following options:

·        Fixed - Indicates that the patient's schedule is inflexible and that the appointment date and time cannot be changed.

·        Open - Indicates that the patient is willing to change the date and time of the appointment if necessary.

·        ASAP - Indicates that the patient would like to be seen earlier if an appointment time becomes available.

·        Type - Select one of the following options:

·        General - A general appointment type.

·        High Production - An appointment requiring a high amount of production setup.

·        Medium Production - An appointment requiring a medium amount of production setup.

·        Low Production - An appointment requiring a low amount of production setup.

Note: You can customize the colours and descriptions assigned to each type using the Office Manager.

3.   Click OK.