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Appointment Views

Appointment views determine the operatories and providers that show in the Appointment schedule and the information that shows in a view's appointment box. It also determines the default start time on the schedule when Open Dental is launched. To indicate open/close times, see Schedule Setup. Multiple views can be set up with any combination of operatories, providers, and patient or appointment information.

Examples:

  • HIPAA compliant view (no PHI)
  • A view for each doctor
  • A view for each operatory
  • Hygiene appointments

Creating an Appointment View
Appointment View Edit window (description of all options)
Setting the Time Increment of the Schedule
Customizing Colors for a Procedure Code Range

Selecting an Appointment View
The default appointment view when a user logs on will follow this logic in this order:

  1. The same view active the last time the user logged out.
  2. The view last active on the workstation.
  3. The first available view that is not 'none'.
  4. If no other views, the 'none' view.

To select a different view, use the View dropdown on the right side of the Appointments module or press an associated function key (F1, F2, etc.) across the top of your keyboard.

The appointment schedule will immediately change to reflect the appointment view settings. If using Clinics, changing the clinic in the Main Menu will change the appointment view options and the appointment view.

Accessing Appointment Views
In the Main Menu, click Setup, Appointments, Appointment Views.

Clinics: If using Clinics, views are associated with specific clinics. 'All' corresponds to 'Headquarters'. Users can only access appointment views for clinics they have access to.

Views: Lists the appointment views already setup. Each view is associated with a function key (e.g F1). The Fkey is determined by the view's order on the Appointment Views window. To change a view's sort order, highlight it, then click the Up/Down Arrows. Double click a view open the Appointment View Edit window.

Add: See Creating Appointment Views.

Time Increments: Set the appointment schedule's Time Increment (5 minutes, 10 minutes, 15 minutes). The Time Increment affects all views.

Proc Colors: Customize the text color of procedure codes in a defined range and optionally show the last date a procedure in the range was completed. See Customizing Procedure Text Colors.

Questions and Answers
Question: I use Clinics. When I updated to version 15.1 (or greater) some of my appointment views disappeared? What happened?
Answer: During the update, any appointment views associated with a clinic ('only show operatories for provider' box checked) were 'assigned' to the clinic. This changed how a view is accessed.

  • To access an appointment view in Appointment View setup, you must first select the clinic on the Appointment Views window. Then all views associated with the clinic will list.
  • To select a view in the Appointments module that is clinic-specific:
    1) Select the correct clinic in the Main Menu, Clinics.
    2) Select the View. Only views associated with the active Clinic will list as options.

Question: I use Clinics. When I updated to version 15.1 (or greater), some operatories disappeared from the appointment view. Why?
Answer: In version 15.1, an clinic-specific appointment view can only include operatories that are also assigned to the clinic. During the update, any operatories in an clinic-specific appointment view that were not assigned to the same clinic were dropped from the view. To include them, assign the operatories to the clinic in Operatory Setup, then add them to the appointment view.

 

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