The Update Provs on Future Appts tool is useful if provider schedules or operatories have changed and scheduled appointments need to be updated.

In Operatories, double-click an operatory. In the Edit Operatory window, at the bottom, is an Update All button.

The Update Prov on Future Appts tool changes the provider, hygienist, and clinics (if applicable) on all future appointments. This is useful when you change an operatory's provider or hygienist, or after a final conversion. It follows typical provider logic.

• If providers are assigned to Schedules, the scheduled providers are used.
• If providers are not assigned to schedules are not set up, the providers assigned to the operatory are used.

See Schedule Setup Examples for more information on setting up schedules and operatories.

Run the Tool

Before running the tool:

• For each operatory, make sure the operatory provider and hygienist are set correctly. See Operatories.
• If providers are assigned to operatories in the schedule, ensure the correct providers are assigned to the operatories at the correct time.

Click Update All. When the warning prompt appears, click Yes to start running the tool.

A Done message will indicate when the tool is finished running. Click OK to close.

After a Conversion

After a Final Conversion, future hygiene appointments may have the hygienist assigned as the primary provider. Once providers and operatories are setup, you should update appointment providers to match operatory providers.