Appointments and Communication

There are five main topics to cover in Appointments and Communications:

Patient Communication
Calendar
Appointments
Appointment Panel & Notifications
Appointment Request Management

Each topic has its own set of subtopics as listed below. Access articles and videos by clicking on the highlighted links.

Back to Training Center

PATIENT COMMUNICATION

SUBTOPIC	PATH	ARTICLE	VIDEO
Review Office Campaigns ‐ Recare Reminders	Settings > Patient Care > Patient Communications	Article	N/A
Review Office Campaigns ‐ Appointments	Settings > Patient Care > Patient Communications	Article
Adjusting Communication Per Pt (Pt Info Access Rights Required)	Patient Information > Preferences > Automated Reminders	Article

CALENDAR

SUBTOPIC	PATH	ARTICLE	VIDEO
Navigation ‐ Forward/Backward	Schedule > Forward & Backward Buttons	Article	N/A
Navigation ‐ Select Specific Day ‐ Return to Today	Schedule > Forward & Backward Buttons	Article
Navigation ‐ Zoom In/Out	Schedule > Today Button	Article
Day Note	Schedule > Magnifying Glass (-/+)	Article
Location Production Views	Schedule > Day Note	Article
Views ‐ Scheduled and Actual Production	Schedule > View Gross / Net links and Production Totals button	Article	Video
Views By Operatory/Provider ‐ Filter Selection	Schedule > View	Article
Views ‐ Missed Appointments	Schedule > View
Views ‐ Hide Patient Names / Viewing Names	Schedule > View > Show missed appointments
Create Events	Schedule > Actions > Create Event	Article	Video

APPOINTMENTS

SUBTOPIC	PATH	ARTICLE	VIDEO
Search For Openings	Schedule > Actions > Search for Openings	Article	Video
Create Appointment For Existing Patient	Schedule > Click Schedule > Search for Patient	Article	Video
Create Appointment From Selected Patient	Schedule > Click Schedule > Create Appointment for hyperlink	N/A	Video
Create Appointment For New Patient	Schedule > Click Schedule > Search for Patient > New patient appt	Article	N/A
Create New Patient/Household from Calendar	Schedule > Click Schedule > Search for Patient > Create New Household	Article	N/A
Create Appointment From Treatment Plan	Create appointment for patient > Add Tx Planner	Article	Video
Update Contact Info From Appointment	Appointment detail screen > Contact Info tab	Article	Video
Review Related Appointments From Appointment Card	Appointment detail screen > Rel. Appts
Review/Update Medical Alerts	Appointment detail screen > Med. Alerts
Review Patient Preferred Date/Time	Appointment detail screen > top right	Article
Review Appointment History	Appointment detail screen > History icon	Article	Video
Accessing Patient Chart/Ledger/Tx Planner	Appointment detail screen > Chart/Ledger/Tx Planner buttons	N/A	Video
Appointment Note	Appointment detail screen > Note	N/A	Video
Moving Appointment Time	Appointment detail screen > Date and Time fields	Article	Video
Break & Reschedule Appointment	Appointment detail screen > Status Dropdown > Broken	Article	Video
No Show Appointment	Appointment detail screen > Status Dropdown > No Show	Article	Video
Scheduling Appointment(s) via Pinboard	Schedule > Pinboard	Article	Video
Access Forms From Appointment Card	Appointment detail screen > Forms button	Article	Video
Confirm Appointments	Appointment detail screen > Status Dropdown > Confirmed	Article	Video
ASAP List	Schedule > Actions > Fill Openings > ASAP tab	Article	Video
Fill Openings	Schedule dropdown > Fill Openings	Article	Video

APPOINTMENT PANEL & NOTIFICATIONS

SUBTOPIC	PATH	ARTICLE	VIDEO
Change Appointment Status from Status Tracker	Routing Panel > Status Tracker	Article	Video
Review & Adjust User Settings	Routing Panel > Schedule Peek	Article	N/A
Follow‐Up List	Schedule dropdown > Patient Follow-up	Article	Video
Insurance Eligibility List	Schedule dropdown > Insurance Eligibility	Article	Video

APPOINTMENT REQUEST MANAGEMENT

SUBTOPIC	PATH	ARTICLE	VIDEO
Requesting Appointments	Appointment widget > Request	Article	N/A
Editing Appointment Requests	Schedule dropdown > Appointment Requests > select appointment	Article	N/A
Approving Appointment Requests	Schedule dropdown > Appointment Requests > select appointment > Accept	Article	N/A
Rejecting or Deleting Appointment Requests	Schedule dropdown > Appointment Requests > select appointment > Delete	Article	N/A
Viewing Rejected and Deleted Appointment Requests	Schedule dropdown > Appointment Requests > select appointment with Rejected status	Article	N/A

Articles in this section

Comments

Articles in this section

Related articles