Appointments Module

The Appointments Module is the heart of the dental practice. From here you can see the appointments for the day or week at a glance, and easily manage and schedule appointments.

Also see Webinars.

The Appointments module shows the appointments for the current day or week. Change the day/week using the calendar.

Day or Week view: Set using the radio buttons under the calendar. Set a default in Appointments Module Preferences.

View: Appointment Views determine the operatories and providers that show and the information that shows in an appointment. It also determines the default start time when Open Dental is first opened.

When Clinics is turned on, the appointment views are associated with specific clinics. Changing the clinic in the main menu will change the appointment view options and the appointment view. The default view when a user logs on is based on several settings.

Time: Use the vertical scrollbar to move through the entire 24 hour day. The time increment is a global setting. See Setting the Time Increment.

Operatories: Define operatory names, colors, and order in Operatory Setup.

Colors: By default, white areas indicate open times, grey indicates closed times (see Schedule Setup). To change colors (open/close times, provider colors, notifications, etc.) see Customizing the Appointment Schedule.

Appointments: Basic appointment details show in an appointment box. Double click the box to open the Edit Appointment Window or right click to select more options. Every appointment has a second optional provider for hygiene so that only one appointment has to be made even if a patient is technically seeing two providers.

Right-click options:

Icons

Three clickable icons show above the calendar.

Generate Appointment Lists (Recall List, Confirmation List, Planned Appointment Tracker, Unscheduled List, ASAP List, Radiology Order List, Insurance Verification List).

Print a list of appointments that you can post in areas where you do not have monitors. The current setting for Day or Week view will determine if a daily or weekly list is printed. Time increments and rows per increment set in appointment views can affect printing. If too many pages are still printing, increase the time increment or set the rows per increment to one.

Print Routing Slips: Print routing slips for appointments on the schedule for the selected day. Not available if Headquarters is the selected clinic, or if Week view is selected.

Rapid Call: If the DentalTek Rapid Call Bridge is enabled, launches the Rapid Call application. Otherwise, opens the DentalTek Rapid Call website.

Calendar

The day or week currently selected lists above the calendar. Today's date is surrounded by a square. Click on a date to quickly jump to the day/week in the schedule.

Pinboard and Searching for Openings

The Pinboard can be used for easy scheduling between days or weeks. Drag or send appointments to the pinboard, then drag onto the schedule. You can also search for openings.

Other Information

Lab Cases: Indicates the status of lab cases for the selected date. If clinics is turned on, only the status of lab cases attached to appointments scheduled in the selected clinic's operatories, for the selected date will show. If Headquarters is the selected clinic, the status of all lab cases attached to appointments scheduled in all operatories for the selected date is shown (including those not associated with a clinic). See Dental Lab Cases.

Daily Prod: View the daily production sum. Production must be added to the appointment view in order to view a value. Also see Production Totals.

Daily Goal: View the total daily production goal for all scheduled providers in the appointment view. The value is calculated using the hourly production goals for each scheduled provider, as entered on the Edit Provider Window. Production must be added to the appointment view.

Action Buttons: Show to the left of the list of confirmation statuses. Quickly send an appointment to the Unscheduled List, break it, set it complete, or delete it.

Confirmation Status: Quickly change an Appointment Confirmation Status. The option is grayed out if the user does not have the ApptConfirmStatusEdit security permission. Some statuses trigger Time Arrived, Time Seated, and Time Dismissed values, which affect the waiting room. Status options can be customized in Definitions, Appt Confirmed.

Appointment Buttons

Make Appt: Schedule an appointment.

Make Recall: Schedule the patient's next Recall Appointment. Patient must be due for a special recall type, meaning a special trigger procedure has been completed. Otherwise, a message will indicate no recall is due.

Fam Recall: Schedule recall appointments for all family members. Similar behavior as Make Recall.

View Pat Appts: View the patient's appointment history and family recall information.

Waiting/Emp/Prov/Reminders Tabs

Waiting: See Waiting Room.

Emp: View scheduled hours for employees for the selected day. Only employees scheduled in the selected clinic are listed. Double click anywhere in the grid to edit the schedule.

Prov: View scheduled hours for providers for the selected day. Only providers scheduled in the selected clinic are listed. Double click anywhere in the grid to edit the schedule.

Reminders: View all Task Reminders for the logged on user that are due for the current day, ordered by date and time. Reminders will only show here through the end of the current day. An asterisk appears in the reminders tab when there are reminders for the current day.