Open List

Similar to the ASAP List, the Open List can also be a valuable resource for filling open appointment times. For example, when a patient cancels their appointment at the last minute, you must either scramble to find a patient willing to come in on short notice or lose valuable production. However, to help you quickly fill that time slot, Dentrix Enterprise provides you with a list of appointments that have been flagged as Open, meaning those patients have flexible schedules and may be willing to come in on short notice.

In addition to providing you with names of patients who can fill open appointment times, the interactive nature of the Open List makes it simple to contact a patient and then create or move an appointment as needed.

To open and utilize the Open List

In Appointment Book, on the Appt Lists menu, point to ASAP List, and then click one of the following options:

Current Clinic - To view appointments for the clinic that is associated with the current view.

Note: Accessing the Open List for the clinic that is associated with the current view requires the "Appointment Lists" security right.

All Clinics - To view appointments for all clinics.

Notes:

This option is available only if your user account has been granted the "View All Patients" security right (for the Central clinic).

Accessing the Open List for all clinics requires both the "Appointment Lists" security right (for the clinic that is associated with the current view) and the "Appt Lists, View All Clinics" security right (for the Central clinic).

My Clinics - To view appointments for all clinics to which you have been granted the "My Clinics, View" security right.

Notes:

This option is available only if your user account has been granted the "My Clinics, View" security right (in the "Practice/Clinic Setup" category) for at least one clinic other than the clinic that you are currently logged in to and if your user account has not been granted the "View All Patients" security right (for the Central clinic).

Accessing the Open List for all your clinics requires the "Appt Lists, View All Clinics" security right  (for the Central clinic).

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 Open 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 Open 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.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Appt Lists, View All Clinics" security right. To have a user with permission temporarily override this restriction so you can open the Open List for all clinics this one time, do the following:

On the message, click Yes.

In the Password - Appt Lists, View All Clinics dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

The ASAP List View dialog box appears.

Set up any of the following filters as needed:

By Provider / By Operatory - To view only the appointments for a particular provider or operatory, select either a provider in the By Provider list or an operatory in the By Operatory list; otherwise, leave the View All checkbox selected to view appointments for all providers in all operatories.

Span of Search - In the Days box, enter the number of days worth of future appointments to view. To use that number of days for the next time that you view the list, click Save setting.

Under Type of Search, select the Open option.

Click OK.

The ASAP List window appears and displays appointments that are flagged as Open.

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 change the start date for the view, click the calendar button to open the Select Date dialog box, select a date, and then click OK.

To filter the appointments in the list by provider or operatory and/or by a different date span, do the following:

Click View on the menu bar.

The ASAP List View dialog box appears.

Do any of the following:

Select either a provider in the By Provider list or an operatory in the By Operatory list.

Under Span of Search, in the Days box, enter the number of days worth of future appointments to view. To use that number of days for the next time that you view the list, click Save setting.

Click OK.

To move a selected appointment to the Pinboard for quick rescheduling, on the Appt menu, click Move Appointment to Pinboard.

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 ASAP List to reflect the most recent changes, click Refresh on the menu bar.

After confirming a selected appointment, on the Status menu, select the appropriate status type to indicate the last contact with the patient.

To open the Office Journal of the patient that corresponds to a selected appointment, click Office Journal on the menu bar.