Additional Appointment features in Dental4Web

Additional Appointment features in Dental4Web

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Search for Patients, Add Appointment Time Slots / Intervals 

Patient Searches in Appointments

From the Appointment page user can Search for Patient to retrieve appointments, run a consolidated report, edit Patient file or delete patient or Find Patient to take you to the Patient Details page

Search For Patient 

  1. Click the navigation menu > Appointments
  2. Expand the Options Sidebar > Patients sub-tab:
  3. Enter Patient details and click FIND 
Retrieve Appointments
  1. With the patients name highlighted
    1. Search beginning from: Select date range from the drop list
    2. Click SEARCH
  2. In the Appointment found list
    1. To go to the selected appointment slot, Click Go to 
Edit Patient Details
  1. With the patients name highlighted
  2. Click EDIT
    1. This will take you to the patient Details page where you may edit details
Delete Patient
  1. With the patients name highlighted
  2. Click DELETE
    1. Deleting a patient file is only possible if file has not been used and only if/where permission is granted
Run consolidated Report
  1. With the patients name highlighted
    1. Click CONSOLIDATED REPORT
      Info
      Want to know more about Consolidated Reports? Click here

Find Patient

Use the find icon in the Appointment toolbar to find a patient and go to their Patient Details

Time Slots 

Appointment Time Slots / Intervals defaults for each appointment book and/or day (15mins, 30mins etc.) are setup according to your preferences at time of the Appointment book initial setup

Change Slot Durations for a Full Day

The following instructions apply to only the day(s)/date(s) selected
  1. Click the navigation menu > Appointments
  2. Right click on the appointment book day > Select Change Day/Book Setup
    1. Enter the Slot Duration
    2. Click OK

Insert a Non Standard Slot Within a Day

A Nonstandard slot is used to enter anything less than the standard slot duration, e.g. 4mins.
  1. Click the navigation menu > Appointments
    1. Right click in the slot where the interval will be placed (e.g. 2.30pm)

  2. Insert new > Nonstandard slot
    1. Add the minutes required (e.g. 5mins) in the Inserted interval field

    2. Click OK

Find a Time Slot

Use the Time Slot search function when looking for the next vacant appointment slot or a pre-booked slot or even a break type or eAppointment slot.
  1. Click the navigation menu > Appointments
  2. Expand the Sidebar > Time Slots sub-tab:
    1. Search from date: The default date will be the date you are in and then select the search period, or
      Days Ahead: Select the number of days to search ahead
    2. Duration: The duration of the slot, or
      Start at/ End at: Enter a start time and end time
    3. Including days: Tick box for days you want included in the search (days that are not open can be ignored)
    4. Slot type: Select breaks, pre-booked, class types, vacant appointment slot from the drop list
    5. Appointment Books: Tick box to include the appointment book in the search
    6. Click FIND
    7. Found Slots: A List of all the available slots
      1. Go to: Click to go directly to that slot
      2. Appointment book: The appointment book name
      3. Day: The day of the week
      4. Date: The date of the slot
      5. Start: The start time of the available slot
      6. Dur: The duration of the slot (is equal or less than the Duration selected above)

Info
To reset the default slot duration for the overall book, see Appointment Book Templates 

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