Up to 12 checkboxes can appear at the bottom of the Appointment Information dialog box in Appointment Book. These items are to be used as a checklist for each patient before or at the time of each appointment.
To customize Appointment Check List
In the Practice Definitions dialog box, in the Definition Type list, select Appointment Check List.
The corresponding definitions appear in the list to the right.
Do any of the following:
If there are fewer than 12 definitions, to add a definition, do the following:
With any definition selected, replace the existing text in the Definition Text box.
Click Add.
Notes:
This button is available only if there are not already 12 definitions.
The new definition is added in the first available spot (if there are no gaps in the sequence, it will be the last item) and given an ID.
To edit a definition, do the following:
Select a definition.
Note: Changing the definition for an appointment check list item affects all appointments that have that checklist item assigned to them.
Replace the existing text (which can be up to 50 characters in length) in the Definition Text box.
Click Change.
To delete a definition, do the following:
Select a definition.
Notes:
If you delete the definition for an appointment checklist item, the corresponding checkbox will no longer appear in the Appointment Information dialog box.
Delete the definition for an appointment checklist item only if you know that it is not assigned to any appointments. If you re-add a deleted checklist definition (a definition with the same ID), any patients' appointments that had that checklist item assigned to them when the definition was deleted will still have that checklist item assigned to them whether or not it has the same name as before.
Click Delete.
A confirmation message appears.
Click Yes.