If the appointment is in an operatory not displayed in the currently selected appointment view, the appointment view will change to one that includes the operatory.Ĭopy to Pinboard: Copy the selected appointment to the Pinboard for scheduling. Go to Appt: Quickly jump to the date of the selected appointment. The buttons along the bottom can be used to quickly take action on an appointment: To schedule a planned appointment, click Copy to Pinboard.
Requires Appt Mod Note in Appointment Bubble Display Fields.įamily Urgent Financial Notes: Notes entered in the Account Module, Family Urgent Financial Notes section. Click on a family member to quickly switch to their appointment history.Īppointment Module Note: Notes that show in red when you hover over patient's appointments in the schedule. Red entries indicate the patient's recall appointment is overdue. Recall for Family: All Recall due and scheduled for all family members. This window also opens when you schedule an Appointment for a patient who has a planned appointment, a scheduled appointment, a broken appointment, an unscheduled appointment, or a recall due. If you are using clinics, and you select None on Headquarters, you will be prompted to select a view.In the Appointments Module, at the top, click Pat Appts. When a view is set to None you will see all providers, all operatories, the patients first and last name, and procedures attached to the appointment.
Appointment View Edit (description of all options).Multiple views can be set up with any combination of operatories, providers, and patient or appointment information. They also determine the default start time when Open Dental is launched. In the Appointments Module, on the right, is the Appointment View dropdown.Īppointment views determine which operatories, providers, and appointment information will show in the Appointments Module.