Description This article will guide you through the steps of creating an Appointment Code. To create the Appointment Type, please check out the linked article: Adding New Appointment Types Step-by-Step...
Continue Reading
Description This article will guide you through the steps of creating an Appointment Type. To create the Appointment Code, please check out the linked article: Adding New Appointment Codes Starting...
Continue Reading
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...
Continue Reading
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...
Continue Reading
Description This article will guide you through the steps of linking planned treatments to an appointment with prioritization. To schedule the appointment, please check out the linked article: Scheduling Planned...
Continue Reading
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,...
Continue Reading
Description version 5.0+ 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...
Continue Reading
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...
Continue Reading
Description version 5.0 + This article details the setup of custom Patient Appointment Status updates. Use these custom status options to streamline office communication safely and effectively. Version 5.0 increased...
Continue Reading
Description version 5.0 + This article will guide you through cancelling or unscheduling past appointment and can be filter to a date range, a specific producer and/or specific chair. You...
Continue Reading
