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

• Select the appointment length. There are twelve Length buttons on the Appointment Setter screen.  The labels of these buttons will be determined by the increment setting for that day.  For example, if the increment setting is for 10 minutes, then the first three buttons will be labeled 10, 20, and 30 minutes.  If the increment setting is 15 minutes the first three buttons will read 15, 30, and 45 minutes.  You may click the appropriate Length button or directly type in the length (in minutes) in the minutes field to the left of the Length buttons.  Directly to the right of the Length field are Up and Down arrows that will increase for decrease the Length by one time increment per click.
• Enter Appointment Notes. To enter comments for this appointment click inside the Appointment Notes field of the Appointment Setter screen and type.  This field is a text editor word-wrap field with unlimited capacity.  You may enter anything or nothing.  If you have created Pre-Set Appointment Notes you may select them using the drop-down list above the Notes field.  Click on the button to the right of the drop-down list to open up the list.  Then click on the appropriate Pre-Set Note.  It will copied to this patient's Appointment Note field.  These notes will be displayed in the colored appointment box seen on the Appointment Scheduler screen.
• Enter Production Value. You may optionally enter the estimated amount of production dollars that will be produced from this appointment. The program will use this value to give summary reports on certain scheduler reports and screens.
• Select an Appointment Type. When setting an appointment the Setter screen will default to whatever your first appointment type is. This is the yellow color-code type.  To modify the type, click Edit Type. A pop-up will appear displaying the Appointment Type descriptions along with their associated colors.  Click on the desired color to select a new type.
• Click the Record button to record the appointment.  The appointment is now set.

Medical Alert
You may indicate if the patient is medically compromised by clicking the Medical Alert button on the Appointment Setter screen. When clicked, it will light up and stay lit, indicating the medical alert flag has been set to true.  If the patient is a current patient with a recorded account in the office database, changing this item will also change the item in the permanent record.

*Confirmed
Click the *Confirmed button on the Appointment Setter screen to indicate the appointment has been confirmed. This is often done a day or two before the appointment.  You will open the Scheduler to the day in question, and click each colored appointment box. This will display the Appointment Setter with the appointment detail.  The home and work phone numbers are conveniently displayed and the patient is called (note the Appointment Setter has the AutoDialer feature seen throughout the program next to each phone number field).  If you can verify that the patient is aware of the appointment, click the Confirmed button and then Record. On the Scheduler screen, a Confirmed appointment will have a leading asterisk “*” before the patient name. The Confirmed item is also used as a limiter flag in certain scheduler reports.  For example, you can print a report of all unconfirmed patients for a particular date.