1. Click the Enter New Patient tab 
   
1. Enter the details of the patient
   
2. Click OK
   
   

New Patient - Family Member

Once in the ' Appointment for Patient' window:

1. Go to the Enter New Patient tab
   
1. Tick Box Member of a family
   
   
2. This automatically opens the "Select family for new member" window:
   
1. Type in the name of the existing patient you wish to link the new patient to
   
2. Click Search (or hit the Enter key)
   
   
3. Highlight the patient name who will be the family head. 
   
4. Listed below will be all family members (head of family has )
5. Click OK
   
3. Enter the remaining details of the new patient (member)
   
1. Click OK
   
   

After creating the appointment, the new patient has a file saved to the database as a family member alongside the existing patient’s file.

1. Right click on the time slot where you wish to insert the appointment
2. Select Insert new… > Appointment for patient…
3. Once in the ' Create Appointment for Patient' window:
   
1. Update the "End at" time (unavailable slot times are dimmed)
   
   
4. In the Find an Existing Patient (default view) tab: 
   
1. Drop the Last Patient List (for last 15 patient files used)
   OR
   Use the Search field to find the patient by: Surname / Firstname / Preferred / Card Number / DOB / Phone or Mobile
   
2. Click Search (or hit the Enter key)
   
   
5. Highlight the correct patient from the Patients found list 
   
6. Where applicable, select treatment plan items, include appointment class, appointment status and / or notes.
   
1. Click OK
   

Existing Patients - Family Appointment

1. Right click in an empty appointment slot > Insert new... > Family Appointment...
   
2. In the "Family Appointment" window:
   
1. Drop the Last Patient List (for last 15 patient files used)
   OR
   Use the Search field to find the patient by: Surname / Firstname / Preferred / Card Number / DOB / Phone or Mobile
2. Click Search
   
3. Highlight the correct patient from the available list 
   
4. Select the family members to schedule for in Family members of patient selected above 
   
5. Click Next
   
3. In the "Family Appointment" window
   
1. Highlight the first patient:
   
2. Add the duration for the appointment
   
1. Where applicable, select treatment plan items, include appointment class, appointment status and / or notes.
   
3. Repeat for each patient listed
   
   
4. Use your mouse to select  and  to drag / move a patient in the list order; this affects the order of appointments
   
5. Click OK
   
   
   

Each appointment is now managed independently

Existing Patients - With Treatment Plan Visits (Individual or Family)

1. Right click on vacant appointment time > Insert New... > New Appointment or Family Appointment
   
2. Find the appropriate patient 
   
3. Treatment Plans for selected patient: 
   
1. Select from available Date of Treatment list if more than 1 plan exists 
   
1. The most current active Treatment Plan will be the default view
   
2. Remove ticks from tick box for any items to be excluded from this appointment 
   
3. Add end time or duration ( if no time has been pre-allocated) and where applicable, include appointment class, appointment status and / or notes.
4. Click OK
   
   
   
   
   

If you have setup the time per visit/item in the Treatment Plan, the time duration will be automatically allocated to the appointment.

This can be changed if required.

Link Treatment Plan to an Existing Appointment

To add treatment plan items to an existing appointment once the appointment has already been created:

1.  Double click in the appointment or right click the appointment > Modify Slot...
2. Treatment plans tab
   
1. Tick box for any items to be included in this appointment
   
1. Add end time or duration (if no time has been pre-allocated)
2. Click OK
   
   

Existing Patients - From Cancellation List

Click here for instructions

Existing Patients - From Standby List

Click here for instructions

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 remains included during the creation of other recall type batches.

1. Create an appointment for a patient
   
2. Select the Recalls set from the drop list 
   

[None] is the default. This field should be ignored if the appointment is NOT a recall appointment.

Schedule an Appointment over a Preset (Pre-Booked) Slot 

1. Right click on the pre-set slot
   
2. Insert New... > Appointment for patient / Family Appointment
   

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Additional Scheduling Features

Quick View Appointment Details

To have a quick overview of a patients appointment: 

1. Hover over appointment, to see details such as contact info, appt time, provider, class, statuses.
   
1. Move mouse away from appointment to remove quick view
   
   OR
2. Hover and click on appointment to see details and keep the quick view window open.
1. This window will only close when the appointment is clicked again or when you move to another screen/page.
   
2. This option allows multiple appointments to have the quick view window open at the same time
   

Modify Existing Appointments

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 Treatment Plans tab if changes to treatment plan items are required
   
   
2. Select the Patient Info tab if changes are needed to patient demographics or appointment details
   
3. Select Other Details tab for other information such as custom fields
   
   

Add Quick Phone Confirmation Status (C)

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

For instructions on how to set an official automatic Statuses, click here.

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:
   
1. Open the drop list and select appropriate status
   or
   For lowercase letter, use keyboard to type the  (e.g. d). For Uppercase letter, use keyboard Shift+ Letter (e.g.D)
   
   
2. To Remove:
   
1. Click in section and scroll to the top and select the blank status
   

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. Once the appointment Book has been selected, 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 call-out note will include date, times that are available
   
3. Click esc key to cancel what you are doing
   
   

Appointments 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 OK to save the label settings
   

Print Appointment Card

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
   

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  
1. Search beginning from: Select period
   
2. Click Search
   
3. Select patient
   
4. Click PRINT APPOINTMENT CARD