Scheduler

Description This article will guide you on how to set up your appointment prompts and optional appointment statuses. Step-by-Step In the scheduler, select the Scheduler Setup icon located on the...

Description This article follows “Linking Planned Treatments to Appointments” These next steps will guide you through how to schedule the appointment. Step-by-Step On the left hand side under Tasks Bar, click...

Description This article will quickly guide you through enabling a planned estimate total on your Scheduler. The estimated production value is derived from the planned treatments  linked to the appointment,...

Description The Appointment Link Planner module can assist you in finding planned appointments and identifies whether they are linked to planned treatments and vice-versa. We can use this module to...

Description In this article we will detail the use of Custom Appointment statuses and how to enable the associated notifications. Step-by-Step Sending notifications on status change: Visit the Appointment Book/Scheduler...

Note: Version 5.0 significantly expands the custom appointment status slots available for use, however, you can still create up to four custom statuses in older versions of the program. Description...

You will need to contact our support and request the daily override code prior to performing the steps below. Description This article will guide you through cancelling or unscheduling past...