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

!!Arrived
Click the !!Arrived button on the Appointment Setter screen to indicate that the patient has arrived for his or her appointment. This will signal any office worker that the patient is either already in the operatory or is in the waiting room. On the Appointment Scheduler screen, patients marked as arrived will display with two leading exclamation points “!!” before the patient name.

Set This Appointment As Recall
If the patient is a Current patient (not new), you may link this appointment to the regular recall system of Diamond Dental Software.  Click the "Set This Appt As Recall" button and the Recall Entry screen will open.  The date and time (selected in the scheduler) will automatically be entered in this screen.  Fill out whatever other appropriate information you want to complete the recall setting, then record the recall screen. You will be returned to the Appointment Setter screen. Note that if the patient already had a recall set, that information will be overridden by this new setting. If the user changes an appointment that has been linked to recall, Recall Link Broken warning screen pops up. If the user indicates they would like recall re-linked to the new appointment, simply click Yes.

Copy
To Copy an appointment to another location click the Copy button.  This will NOT delete the current appointment.  After clicking the Copy button the Appointment Setter screen will close.  You may then navigate to the date and time you desire and click the Time increment button for that time slot.  The appointment setter screen will open with the copied appointment data fields already filled out. Just click the Record button and a duplicate of the copied appointment will be pasted into the new location.

Lab Cases Outstanding
Any lab work that goes out requires a corresponding appointment for the patient, so the two functions are related. When accessing the Appointment Setter screen, if any lab work is outstanding for this patient, a button on the Setter screen will appear captioned Lab Cases Outstanding. The button will be circled in red and will be hard to miss. The very fact that the button appears means that this patient has lab work that is still out. Click the button and the Lab Case screen will open. This screen gives you the details of the lab case or cases that are still out, and indicates when they are due to be returned.

Import Proposed Procedure To Schedule
Proposed procedures are those procedures that need to done. The Appointment Setter screen has a Proposed Proceudres button. If it is enabled, that means this patient has proposed procedures posted. Click that button to open the Proposed Procedures screen. Using this screen you can import selected proposed procedures into the appointment memo field. This will also increment the Production Amount field for this appointment.