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

Vertical Navigation Within the Same Day
Navigating vertically down through the schedule will bring later appointments into view and navigating vertically up will bring earlier appointments into view.  Eight buttons placed vertically on the right side of the scheduler screen accomplishes vertical navigation.  The eight Vertical Navigation buttons are set off in four pairs as follows:

• Top/Bottom – Top displays the top of the schedule or the earliest appointments, and Bottom moves to the bottom of the schedule displaying the latest appointments of the day.
• +Screen/-Screen – The Plus Screen button will move the display down to the next full screen of appointments, show later appointments.  The Minus Screen button will move the display up to the next full screen displaying earlier appointments.
• +Hour/-Hour – The Plus Hour button will move the display down one hour showing later appointments and the Minus Hour button will move the display up one hour showing earlier appointments.
• +15 Min/-15 Min – For micro movements the +15 or -15 minute buttons will move the display 15 minutes up or down.  This button will vary depending on the selected time increments for the day.  If the increment is set for 10 minutes then these buttons will display + or  - 10 and move the schedule accordingly.  The same is true for a 5 minute increment setting.

Setting Appointments with the Appointment Setter screen
You will set appointments using the Appointment Setter screen. Follow these steps:

• You should be viewing the Appointment Scheduler screen on the desired date.
• Find the desired appointment time using the Vertical Navigation buttons discussed above.
• Click the button to the left of the desired time block in the desired column.  Use the starting time block.  For example, if you are setting a 60 minute appointment that is to start at 11:00 AM, click the 11:00 AM button.
• The Patient Search screen will appear.  If you are setting an appointment for a new patient, click the New Patient button seen in the lower left corner of the Patient Search screen.  If you are setting an appointment for an existing patient, search for the patient in the usual manner.
• After performing the patient search for current patients, or clicking the New Patient button for new patients, the Appointment Setter screen will display.
• If a Current Patient was searched for, the Appointment Setter will appear with the patient's name, account number, phone numbers, birthday and recall information displayed automatically.
• If New Patient was selected, the Appointment Setter screen will appear with the cursor in the Patient's First Name field.  You will manually type in the name, phone numbers, and birthday.
• The date and time fields for the appointment will be filled in automatically. (continued on next page).