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.
Selecting an Appointment 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
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 operatories disappeared from the appointment view. Why?
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