The Unscheduled List provides you with an easy way to view broken or wait/will call appointments.
To open and utilize the Unscheduled List
In Appointment Book, from the Appt Lists menu, point to Unscheduled 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 Unscheduled 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 Unscheduled 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).
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 Unscheduled 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 Unscheduled 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 Unscheduled 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 Unscheduled List View dialog box appears.
To view only the appointments for a particular provider, in the By Provider list, select a provider; otherwise, leave the View All checkbox selected to view appointments for all providers.
Click OK.
The Unscheduled List window appears.
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 filter the appointments in the list by provider, click View on the menu bar to open the Unscheduled List View dialog box, select a provider in the By Provider list, and then 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 Unscheduled 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.