Power Practice
Category

Scheduler

Adding New Appointment Codes

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 Just as you did for Appointment Types, start in the Scheduler and open the Scheduler Setup icon In the Scheduler Options window, Select…
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Adding New Appointment Types

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 in the Scheduler, head over to the icons on the right and open up the Scheduler Setup Select Appt Type Setup…
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Scheduling Planned Appointments with Linked Treatments

This article follows “Linking Planned Treatments to Appointments” These next steps will guide you through how to schedule the appointment. On the left hand side under Tasks Bar, click on your Scheduler shortcut Go to the Patient Profile tab at the top In the Appointment History Box, select the appointment you want…
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Linking Planned Treatments to Appointments

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 Appointments with Linked Treatments Select Patient from the top menu bar Click on Odontogram from the dropdown Hold down the control key while left clicking…
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Enabling Planned Estimates on the Scheduler

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, so be sure to follow the article at the end of this page to learn more about linking planned treatments in…
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Using the Appointment Link Planner

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 module to keep the database tidy and up to date, allowing you to properly link any treatments not already linked to…
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Sending Notifications for Appointment status Changes

In this article we will detail the use of Custom Appointment statuses and how to enable the associated notifications. Sending notifications on status change: Visit the Appointment Book/Scheduler module. Select the Settings icon at the top right (paper and pencil icon). Select Settings. Select More at the top right. Tick the…
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Setup Custom Appointment Status

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 the custom appointment statuses to 10 slots while older versions of the program will allow up to 4 custom statuses.Scroll to…
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Cancel or Unschedule Past Appointments

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 will need to contact our support and request the daily override code prior to performing the steps below. Select the Appointment Book…
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