The Pinboard List provides you with an easy way to view appointments and events that are on the Pinboard of users in all clinics.
Note: Accessing the Pinboard List requires the "Appointment Lists" security right.
To open and utilize the Pinboard List
In Appointment Book, on the Appt Lists menu, click Pinboard List.
If applicable, do one of the following:
If the Password - Appointment Lists dialog box appears, user verification has been assigned to the "Appointment Lists" task. Do one of the following:
If your user account has been granted the "Appointment Lists" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Appointment Lists" security right, have a user with permission temporarily override this restriction so you can open the Pinboard List this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Appointment Lists" security right. To have a user with permission temporarily override this restriction so you can open the Pinboard List this one time, do the following:
On the message, click Yes.
In the Password - Appointment Lists dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Pinboard List window appears.
Note: Any appointment that was put on the Pinboard without dragging it there does not appear on the schedule; it appears only on the Pinboard, in the Pinboard List window, and in the Unscheduled List window (with a "W/Call" status).
Perform any of the following tasks:
To see more information regarding an appointment or to make changes to an appointment, double-click it. The Appointment Information dialog box appears. Make any necessary changes, and then click OK.
To see more information regarding an event or to make changes to an event, double-click it. The Edit Event dialog box appears. Make any necessary changes, and then click OK.
To delete a selected appointment permanently, on the Appt menu, click Delete Appointment.
To copy the displayed list to the Windows Clipboard so that you can paste the information into other Windows programs, on the Appt menu, click Copy to Clipboard.
If you or someone else changed an appointment in another module or on another computer, to update the Pinboard List to reflect the most recent changes, click Refresh on the menu bar.
To open the Office Journal of the patient that corresponds to a selected appointment, click Office Journal on the menu bar.