A patient's appointment history is easily viewable on the Appointments for [patient] window. To open this window, click View Pat Appts in the Appointments module. This window also opens when you schedule an appointment for a patient who has a Planned Appointment, a scheduled appointment, an unscheduled appointment, or a Recall due.
Recall for Family: All recall appointments due and scheduled for all family members. Red entries indicate the patient's recall appointment is overdue. Click on a family member to quickly switch to their appointment history.
Appointment Module Note: Notes that show in red when you hover over any family member's appointment in the schedule.
Family Urgent Financial Notes: Notes entered in the Account module, Family Urgent Financial Notes section. They cannot be edited here. These notes also show in red when you hover over any family member's appointment in the schedule.
Planned Appt Done: This box reflects the value of the Done box in the Chart module, Planned Appt tab. When checked, this notifies scheduling that the next appointment will be a Recall, not a restorative procedure. If unchecked, there is a planned appointment.
Show Completed Planned Appts: Check to list planned appointments attached to completed appointments. By default these do not list.
Appointments for Patient: The patient's planned, scheduled, broken, unscheduled, and completed appointments.
The buttons along the bottom can be used to quickly take action on an appointment:
For online recall appointment scheduling, see Web Sched Recall.
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