Appointments Module Preferences

In the Main Menu, click Setup, Appointments, Appts Preferences.

Alternatively, click Setup, Module Preferences, Appts tab.

The following preferences determine functionality handled in the Appointments Module.

Broken Appointment Automation

See Break Appointment.


Time Arrived trigger: Select the confirmed status that will trigger an automatic time entry in the Time Arrived field on the Edit Appointment, and add the patient to the Waiting Room. Customize options in Definitions, Appt Confirmed (see Confirmation Status).

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. Customize options 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. Customize options in Definitions, Appt Confirmed.

Search Behavior: Set the behavior for the Search feature (Pinboard).

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 (0 to disable): 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.

Reset Calendar to today on Clinic select: Determines the date of the appointment calendar when a user changes the clinic via the Main Menu. Only visible when clinics is enabled.

Add daily adjustments to net production: Determines if adjustments, discount plan adjustments, and TP procedure discounts are included in the net daily production shown in the Appointments module. See Production Totals.

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

Appointments Module production uses operatories: Determines how the daily production (both gross and net) and production goals in the Appointment Module are calculated.

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

Appointment without procedures default length: Determines default length of an appointment when no procedures are attached.

Allow setting future appointments complete: Determines whether or not appointments in the future with no procedures attached can be set complete.

Note: If you need to be able to set future dated appointments with attached procedures complete, you will additionally need to enable the Allow Future Dated Transactions option in Account Module Preferences

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

Enforce clinic specialties: Determines whether or not specialties are enforced when scheduling patients.

Allow 'Block appointment scheduling' blockouts to replace conflicting blockouts: Determines what happens to overlapped blockouts.

Do not allow recall appointments on the Unscheduled List: Determines whether recall appointments will appear in the Unscheduled List.

Note: In some circumstances users may still be able to manually send broken recall appointments to the unscheduled list. This preference is intended to prevent accidents.

Number of days out to automatically refresh appointment module (-1 for all): Determines the number of days moving forward from today that signals are added to the database. This preference is useful for large offices who experience slowness in the Appointment Module.

Prevent changes to completed appointments with completed procedures: Determines available functionality for completed appointments with completed procedures attached.

Appointments allow overlap: Determines if appointments are allowed to overlap in the same operatory.

Force users to break scheduled appointments before rescheduling: Determines if a user must first break an appointment before moving, deleting, or sending it to the unscheduled list.


Default appointment bubble to 'disabled' for new appointment views: Determines the default setting for Disable appointment bubbles check box when adding new Appointment Views.

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.

Adding a procedure will cause the Broken Appointment Procedure window to open each time an appointment is broken.

Show ! on appts for ins not sent, if added to Appt View (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. The exclamation point does not show if a claim has been created for the procedure.

Waiting room alert color: Click the colored square to 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 appointment schedule.

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.

Appointment click delay: Select a delay, up to one second, that will occur when a user double clicks an appointment to open it in the Edit Appointment window. The delay will prevent accidental adding or selecting of procedures within the delay time.

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.

Appointment font size. Default is 8. Decimals allowed: Alter the font size used for appointments.

Width of provider time bar on left of each appointment: Alter the width (in pixels) of the provider timebar displayed on the left edge of appointments. Default is 11. Set the width to 0 to remove the bar entirely.