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Appointments Module Preferences

Here you can set default options and settings for the Appointments module. Check a box to turn a preference on; uncheck a box to turn it off.

In the main menu click Setup, Appointments, Appts Preferences or Setup, Module Preferences, Appts tab.

Default appointment bubble to disabled for new appointment views: Determines the default setting for 'Disable appointment bubbles' checkbox when adding a new Appointment View.

  • Unchecked: The Disable appointment bubbles checkbox is unchecked.
  • Checked: The Disable appointment bubbles checkbox is checked.

Appointment bubble popup delay: Set the behavior for bubble popups (if they are enabled).

  • Unchecked: There will be no delay.
  • Checked: A slight delay will prevent the bubble popup unless you intentionally hover over an appointment. 

Use solid blockouts instead of outlines on the appointment book: Determines the appearance of Blockouts.

  • Unchecked: Blockouts will be outlined only.
  • Checked: Blockouts will show with a solid background.

Broken Appointment Automation: Determines which prompts open when an appointment is broken. You can turn on or off any of these three preferences, in any combination.

  • Make broken appointment Procedure: This option is only enabled if code D9986 exists in the Procedure Code List.
    Checked: The Broken Appointment Procedure window will automatically open, prompting you to add procedure code D9986 to the patient's chart.
    Unchecked: The Broken Appointment Window will not open.
  • Make broken appointment Commlog:
    Checked: The Commlog window will automatically open prompting you to add a commlog.
    Unchecked: The Commlog window will not open.
  • Make broken appointment Adjustment:
    Checked: The Adjustment window will automatically open, prompting you to add an adjustment.
    Unchecked: The Adjustment window will not open.

In the Broken Appointments Report, the default selection for which patients are included is determined by the broken appointment automation choice.

  • If "Make broken appointment Procedure" is checked, the default is always "By procedures".
  • If "Make broken appointment Procedure" is not checked but "Make broken appointment Commlog" is, the default is "By appointment status".
  • If only "Make broken appointment Adjustment" is checked, the default is "By adjustments".
  • If no option is checked, the default is "By appointment status".

Broken appt default adj type:  Select the default adjustment type when an appointment is broken.

Show ! at upper right of appts for ins not sent (might cause slowdown): Enable or disable the exclamation point ! that shows in an appointment to indicate procedures have not been sent to insurance. For very large offices, enabling this option might slow down the Appointments module. ! does not show if a claim has been created for the procedure.

  • Checked: An exclamation mark will show when any member of a family has procedures not sent to insurance yet. InsToSend[!] must also be added to the Appointment View and there must be at least one completed procedure with an estimate waiting to be sent (within the last year). 
  • Unchecked: The exclamation point will not show.

Time Arrived trigger:  Select the confirmed status that will trigger an automatic time entry in the Time Arrived field on the Edit Appointment window, and add the patient to the Waiting Room.  Confirmed status options are set in Definitions, Appt Confirmed.

Time Seated (in op) trigger:  Select the confirmed status that will trigger an automatic time entry in the Time Seated field on the Edit Appointment window, and remove the patient from the Waiting Room.  Confirmed status options are set in Definitions, Appt Confirmed.

Time Dismissed trigger:  Select the confirmed status that will trigger an automatic time entry in the Time Dismissed field on the Edit Appointment window.  Confirmed status options are set in Definitions, Appt Confirmed.

Refresh every 60 seconds. Keeps waiting room times refreshed: We recommend keeping this checked so that the Appointments module is guaranteed to refresh a minimum of every 60 seconds. Also see Miscellaneous Setup, Process Signal Interval in seconds.

  • Checked: The entire appointment module will refresh at least every 60 seconds.
  • Unchecked: At a minimum, the red time line will refresh every 60 seconds.

Search Behavior:  Set the behavior for the Search feature.  

  • ProviderTime: Compares the needed provider time (indicated in the time pattern of the appointment) with available provider time (indicated by the time bar at the left of the appointment schedule), then returns the first available time slots for each of the next 10 available days. 
  • ProviderTimeOperatory: Uses the same search criteria as ProviderTime, but only returns time slots when the provider is available and the provider's operatory (or operatories) is available, for each of the next 10 available days.

Appointment time locked by default: Set the default setting for the Time Locked box on the Edit Appointment window. 

  • Checked: The Time Locked box will default to checked, and added procedures will not automatically adjust the appointment time.
  • Unchecked: The Time Locked box will default to unchecked.

Appointment bubble max note length (0 for no limit): Enter the maximum appointment note length, in characters, that shows when you hover over an appointment in the schedule. If 0, there will be no maximum length and the appointment bubble will automatically resize to accommodate the entire appointment note.

Filter the waiting room based on the selected appointment view: Determines which patients show in the waiting room.

  • Checked: Only show patients who have have an appointment scheduled in an operatory in the current Appointment View.
  • Unchecked: Show patients scheduled in any operatory.

Waiting Room alert time in minutes: Enter a value in minutes to flag patients whose wait time has exceeded this value. An entry of 0 disables this feature. If a value is entered, text color of patients in the Waiting Room will change to the Waiting room alert color (below) when their wait time exceeds this value.

Waiting room alert color: Click the colored square to Select the Color of text when a patient's wait time exceeds the Waiting Room alert time (set above).

Appointment time line color: Click the colored square to select the color of the time line that shows in the Appointments Module.

Appointment Module Defaults to Week View: Set whether the appointment schedule defaults to week or day view. You must restart Open Dental for this change to take effect.

  • Checked: The default view will be Week view.
  • Unchecked: The default view will be Day view (default).

Reset Calendar to Today on Clinic Select: Determines the date of the appointment calendar when a user changes the clinic via the Main Menu.

  • Checked: The date will reset to today's date.
  • Unchecked: The date will remain the same.

Add daily adjustments to net production: Determines if adjustments are included in the net daily production shown in the Appointments module.

  • Checked: The net daily production total will include adjustments.
  • Unchecked: The net daily production total will not include adjustments.

Show Ortho Chart in appointment options: Moved to Ortho Setup in 16.4.

Force op's hygiene provider as secondary provider: Determines the default hygienist when scheduling an appointment in an operatory.

  • Checked: The hygienist of the operatory is always assigned as the hygienist on the appointment, even if 'none'.
  • Unchecked: The hygienist of the operatory is assigned as the hygienist unless it is 'none'. In that case, the patient's secondary provider is assigned.

Appointment module production use operatories: Determines how the Daily Production value in the Appointments module is calculated.

  • Checked: Calculate gross and net production based on the procedures in operatories that show in the appointment view.
  • Unchecked: Calculate gross and net production based on the procedures attached to appointments for providers whose bars show in the appointment view.

Appointments require procedures: Determines whether or not new appointments must have procedures attached.

  • Checked: At least one procedure must be attached to an appointment before it can be created.
  • Unchecked: Appointments can be created with no procedures attached.

Allow setting future appointments complete: Determines whether or not appointments in the future can be Set Complete.

  • Checked: Appointments with a future dates can be set complete.
  • Unchecked: Appointments with a future date cannot be set complete.

Allow setting appointments without procedures complete: Determines whether or not appointments with no procedures can be set complete.

  • Checked: Appointments that have no procedures attached can be set complete.
  • Unchecked: Appointments that have no procedures attached cannot be set complete.

 

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