From Treatment Planner, you can open the Family Appointment List to view appointments that have been scheduled for the patient selected in Treatment Planner and that patient's family members. The Family Appointment List dialog box provides you with an accurate detail of times when the patient or any of the patient's family members are scheduled to return to your office and lists any procedures that are treatment-planned so that you can schedule treatment accordingly. From this dialog box, you can even open Appointment Book to view a selected appointment or schedule a new appointment.
To view other appointments
In Treatment Planner, on the Options menu, click Other Appointments.
If applicable, do one of the following:
If the Password - Family Appointment List, Open dialog box appears, user verification has been assigned to the "Family Appointment List, Open" task. Do one of the following:
If your user account has been granted the "Family Appointment List, Open" 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 "Family Appointment List, Open" security right, have a user with permission temporarily override this restriction so you can view the Family Appointment 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 "Family Appointment List, Open" security right. To have a user with permission temporarily override this restriction so you can view the Family Appointment List this one time, do the following:
On the message, click Yes.
In the Password - Family Appointment List, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Family Appointment List dialog box appears.
Notes:
You can also access the Family Appointment List from Appointment Book.
For an explanation of the available options for the Family Appointment List, see the topic about locating existing appointments.