View Appointment Scheduler screen. View Video, 13 min. 55 sec.

Specific Recall Not On Appointment Schedule Report
There are two options when setting recall: Qualify On First Of Month, and Specific Appointment. The First of Month option will send a recall post card some date in the future, telling the patient to call for an appointment because it’s time for their recall. With the Specific Appointment option you actually set a date and time in the future for the patient’s recall. When the recall card is sent, it tells the patient to come in for this appointment at this specific date and time. It is possible to set recall without setting the corresponding appointment in the Appointment Scheduler, or the link between recall and the Appointment Schedule can be broken sometime in the intervening months. Patients can then show up, recall card in hand, and surprise you. The Specific Recall Not On Schedule report will list patients who have a specific recall set, but do not have a corresponding appointment in the Appointment Schedule. Use this report to update your appointment scheduler as needed.

Chair Tracking
Chair Tracking is optional, but if utilized, each appointment will be required to have a chair assignment. Each one of your available chairs will be assigned a number from 1 up to a maximum of 23.  For example, if you have 5 chairs, each appointment must be assigned a chair from 1 to 5.  A Chair Map pop up screen is used to assist you in determining what chairs are available.  If you pick a chair that is not available, a screen will appear informing you that the chair you selected is in use, and show you which chairs are available for that appointment time. When Chair Tracking is turned on the chair number is seen in all color coded appointment blocks throughout the scheduler program. To enforce Chair Tracking go to the Scheduler Utilities Menu and click the Schedule Defaults button.  On the Schedule Defaults screen click Yes to Enforce Chair Conflict Integrity.  You will then be allowed to select the number of available chairs in your practice. If you want the chair number for each appointment to display on the scheduler screen, click Yes to the option Show Chair # In Appointment Comment.  Assigned chair numbers will then display in parenthesis before the patient’s name on the scheduler screen.

Accessing The Scheduler Directly From Posting
You may go directly from the Posting screen to the appointment scheduler with a particular patient. While in Posting, click the View Appointment button on the Posting screen. If the patient is already scheduled (in the future, not the current day)  the appointments will be displayed in the Appointment Viewer screen.  You may directly go to that day in the scheduler from this screen. If the patient is not yet scheduled, you will be asked if you want to go to the scheduler now. If you select Yes, the scheduler will open. When you click on an empty time slot the Appointment Setter screen will open as usual, but a From Posting button will now be displayed.  If you click this button, that patient's data will appear on the Appointment Setter screen.  This saves you from doing another patient search for the patient you previously were with in Posting.