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.
Appointment bubble popup delay: Set the behavior for bubble popups (if they are enabled).
Use solid blockouts instead of outlines on the appointment book: Determines the appearance of Blockouts.
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.
In the Broken Appointments Report, the default selection for which patients are included is determined by the broken appointment automation choice.
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.
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.
Search Behavior: Set the behavior for the Search feature.
Appointment time locked by default: Set the default setting for the Time Locked box on the Edit Appointment window.
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.
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.
Reset Calendar to Today on Clinic Select: Determines the date of the appointment calendar when a user changes the clinic via the Main Menu.
Add daily adjustments to net production: Determines if adjustments are included in the net daily production shown in the Appointments module.
Show Ortho Chart in appointment options: Enable or disable the right click Go To Ortho Chart option on an appointment box. (Moves 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.
Appointment module production use operatories: Determines how the Daily Production value in the Appointments module is calculated.
Appointments require procedures: Determines whether or not new appointments must have procedures attached.
Allow setting future appointments complete: Determines whether or not appointments in the future can be Set Complete.
Allow setting appointments without procedures complete: Determines whether or not appointments with no procedures can be set complete.
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