The pinboard is a useful tool for moving or scheduling appointments.
In the Appointments Module, on the right under the calendar, is the Pinboard area.
To schedule an appointment, simply send appointments to the Pinboard, select a different day or week, then drag the appointment to the new date/time. There are several ways to send appointments to the Pinboard:
Multiple appointments can be on the Pinboard at one time. Appointments display on the Pinboard for the instance of Open Dental they were added only. If a user logs off and a new user logs on, appointments remain on the Pinboard. Appointments are cleared from the Pinboard when Open Dental is closed
Clear: Click to empty the Pinboard and return any existing appointments to their originally scheduled time.
Advanced: Open the Advanced Appointment Search window. See Advanced Search section below for more information.
Search: Click to open the Openings in View search dialogue. See Openings in View section below for more information.
If the schedule is booked out for more than a few days, manually searching for a slot can be time consuming. Instead, easily search for available openings.
Schedules must be set up for the search to work, as search results show openings for scheduled providers in the selected Appointment View.Place the appointment on the Pinboard and click Search.
Openings in View: The first available time slots is listed for each of the next ten available dates. Click a date to quickly display the selected date on the schedule. See Search Behavior at the bottom of this page for additional information on which openings are considered.
More: Click to see the next ten results. Click on any date to jump to it in the schedule.
Date / Time Restrictions: Enter criteria to limit the available openings considered.
Providers (List): Providers currently considered in search results. By default, lists the provider currently assigned to the appointment. If scheduling a Recall appointment, the provider listed by default is the patient's preferred provider in the Edit Patient Information window. If a secondary provider is assigned, they are listed. If no secondary provider is assigned, the primary provider is listed.
Providers...: Click to select specific providers to include in search. Ctrl + click to select multiple providers.
Search by: Click a button to update the Providers list.
Search: Click to update Openings in View based on the selected search criteria.
Once a suitable date is found, drag the appointment off the Pinboard and to the preferred appointment time slot.
Close: Click to close the Openings in View dialogue.
To search for an available appointment based on additional qualifiers, place an appointment on the Pinboard and click Advanced.
Search Results: Lists up to 15 available appointment dates meeting the search filters. There may be additional openings on a specific date; only the first available time slot is listed for each date. Click a date to quickly display the selected date on the schedule.
Filters: Set criteria to search for available appointments dates.
Quick Search: Click a button to quickly select providers.
More: Click to see the next 15 available dates.
Search: Click to update search results after changing filters. At least one provider or blockout type must be selected to search.
Click Close to exit the Advanced Appointment Search. Click and drag an appointment from the Pinboard to schedule it.
The Search Behavior Preference will affect what openings appear in the list.
The way a schedule is setup may affect Search behavior. See Schedule Setup Examples for details.
If a user is restricted to a clinic, search results only include openings for clinics the user has access to.