Appointment detail window

Appointment detail window

Appointment detail window

Right click on an existing appointment to open the appointment detail window or drag and drop a client from the shuttle bay to the schedule, the detail window will open. Click here to learn how to book an appointment.

Click any of the buttons along to bottom to open the corresponding window relative to the patient the appointment belongs to.

*Note, ‘Bill other’ will open the invoice entry window to create an invoice directed to the patient or a third party.

*Note, right clicking on print opens a window giving options to print labels, envelopes, sending emails, and accessing client list manager.

* Note, click on the  button to edit contact information. Once selected, the contact information displayed will unlock for editing. Click the button again to save the entered information.

*Note, click on the patient's email address, 'send email' will appear. You can then send an email to the patient.

    • Related Articles

    • Adding appointment reminder methods from the appointment window

      Open the appointment window. Click the reminder tab. Add new. Click new. Select method from drop down (Email, text, phone). Select specific entry from dropdown. Click save.
    • Appointment states

      The appointment states window is found on the appointment scheduler toolbar, click states. To close this window, click the states button again. Filter the visible appointments for today using the practitioner and states options in the middle of this ...
    • Appointment statuses

      Appointment statuses indicate the stage in the appointment process the patient is in. For example, as a patient arrives for a booked appointment, the status should be changed to ‘arrived’. Appointment statuses can be customized within your clinic to ...
    • Changing appointment statuses

      As patients arrive, change the appointment status appropriately. Right click on the patient in the schedule, opening the appointment detail window. Change the status to applicable state, such as arrived, cancelled, etc.
    • Appointment Reminder Report

      The appointment reminders report shows a list of appointments in the date range selected, whether reminders were sent, which method the reminder was sent, if there is a response to the reminder or not, as well as all the appointment details. Think of ...