Additional Scheduling Instructions for D4Web

Modify, move, edit, add more information, print appointment cards. Just some of the additional features available in the existing appointments

Modify an existing Appointment

Whether it be adding existing treatment plan items, updating patient information, changing duration or status, changes can be made to an appointment after creation.

1. Click the navigation menu > Appointments 
   
1. Option 1: Right click on appointment slot > Select Modify slot
   
2. Option 2: double-click in the patient appointment slot
   

Making adjustments in the 'Appointment for patient' window

1. Select the Show treatment plans tab if changes to treatment plan items are required
   

1. Select the Patient details tab if changes are needed to patient demographics or appointment details
   

Add Quick Phone Confirmation Status (C)

Where appointments are confirmed manually, the Confirmed (C) status can be added quickly to the appointment

To set an Official Status, see Set official appointment 'Confirmation' status [C] for instructions  

1. Right click in the relevant appointment slot
   
1. Click Confirmed 
   
   
2. The appointment now has a (C) status and the Confirmed option is ticked in the list
   
   

Add Status to an Appointment

Appointment Statuses can be added either at the time of the appointment creation, or at a later stage.

Often statuses like Confirmed and Lab Arrived are added closer to the appointment date, when the action is completed.

1. In the Appointment Status section,
   
1. To Add: click on the drop list and select appropriate status
2. To Remove: click in section and scroll to the top and select the blank status
   
   

Assigning a Recall Set to an Appointment

A Recall Set can be assigned to an appointment where/when needed.

Use this feature when booking a recall appointment for a patient who may be included in other types of recall sets so it is included during the creation of other recall batches and/or where data is collected for Practice Insights dashboards

1. Click the navigation menu > Appointments
2. Create an appointment for a patient or double click the appointment for existing
3. Select the Recall Set name from the drop list
   

Move an Appointment to another book

Move (cut) or Copy an appointment from one book to another.

1. Click the navigation menu > Appointments
   
2. Find the appointment that you wish to move
   
1. Right click in the appointment slot
   
2. Click Cut or Copy if you wish for this appointment to remain in the current book as well
   
3. Select the book from the Single Book View for drop list where you will move this appointment
   
4. Right click in the required appointment slot
   
5. Click Paste
   
6. Right click in the appointment and Modify Slot
   
7. Change the provider to the current provider name from the Provider List
   
3. Alternatively, you can drag and drop to another book, if the other book is in view:
   
1. Click (and hold) then drag the appointment to the desired slot
   
2. The callout note will include date, times that are available
   
3. Click esc key to cancel what you are doing
   

Print Appointments to a Label/Card

Print patient’s next appointment(s) to a label, which can be attached to a business card.

Preconfigure Printer

This feature can print on normal label sheets, however it is suggested to use dedicated label printers, as the labels will always print in the same spot.

Select the printer that will be used to print the appointments on the labels  and preconfigure ready to use when printing labels.

Setup Labels

1. Click the navigation menu > Appointments
   
2. Open the Hamburger menu > select Setup Appointment Label
   
1. Label Header: Enter the header
   
2. Label Footer: Enter the footer
   
3. No. of appointments to show: Select number of appts to include
   
4. Include Provider Name: Tick to include provider name
   
5. Draw a border: Tick to select height and width
   
6. Click PREVIEW to check the card
   
1. Close preview
   
7.      Click APPLY to save the label settings
   

Print Appointment Label

The label can be printed from multiple pages

From the Appointment Book

1. Click the navigation menu > Appointments
   
2. Right click on relevant appointment
   
3. Print > Appointment Card
   

From any Patients page

1. Click the navigation menu > Patients > Select any page for relevant patient (e.g: Charting, Treatment)
   
2. View menu > Show Next Appointments or click the icon 
3. Search beginning from: Select period
   
4. Click Search
   
5. Select patient
   
6. Click PRINT APPOINTMENT CARD
   

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