Scheduling Assistant overview

Scheduling Assistant enhances the scheduling workflow by combining Continuing Care, Unscheduled Appointments, ASAP, Unscheduled Treatment Plans, and Treatment Request Manager lists into one window. Also, Scheduling Assistant includes quick access to a patient's details and Office Journal entries. Click any of the following links to learn about using Scheduling Assistant:

Opening Scheduling Assistant

Filtering Scheduling Assistant list

Customizing Continuing Care filter settings

Customizing the Unscheduled Appointments filter settings

Customizing the Unscheduled Tx Plans filter settings

Customizing the Unscheduled Tx Requests filter settings

Viewing the details of a record

Copying the list of records to other programs

Scheduling appointments from Scheduling Assistant