Appointment View Edit

In the Appointment View Setup window, double-click a view.

Set up appointment views to customize the information that displays in the Appointments Module.

Options

Display Filter

Only show ops for scheduled provs: Check this box to dynamically show operatories based on provider schedules.

The following settings only display when Only show operatories for scheduled providers is checked.

Example: Providers are assigned to different operatories after lunch. Create two appointment views, one for morning and one for afternoon.

View Operatories

Highlight the operatories that will show in the appointment view. If using clinics, only operatories associated with the assigned clinic list. Click and drag or press Shift or Ctrl while clicking to select multiple operatories. At least one operatory must be selected. Sort order is based on Operatories order.

View Provider Bars

Highlight the provider Time Bars to show in the view. Time bars show on the left of the schedule in the appointment color of the provider.

Add Rows to the Appointment View

The information that displays on an appointment is determined by rows added to the view. Rows to left of the arrows (Available Rows, Appt Field Defs, and Patient Field Defs) are available to add to an appointment view. Rows to the right of the arrows (Main List, Upper Right Corner, and Lower Right Corner) are currently visible in the appointment view.

Highlight a row, the use the left and right arrows to add it to or remove it from the view.

Appointment View Item Edit

When a field has been moved from the Available Rows column, the text color or alignment can be edited.

To edit a field, double-click it. The Appointment View Item Edit window will open.

Available Rows

A list of available data that can be shown.

Row Name Description
Address Patient address.
AddrNote Address and phone note.
Age As calculated on Edit Patient Information window.
ASAP Display ASAP when the appointment status is ASAP.
ASAP[A] Display A when the appointment status is ASAP.
AssistantAbbr The assistant's abbreviation. Displays the first two characters of the assistant's name.
Birthdate As entered in the Edit Patient Information window.
ChartNumAndName Chart number and patient last name, first name.
ChartNumber Chart number only.
ConfirmedColor Display a colored circle in the appointment box to indicate Confirmation Status. Define colors for each confirmation status in Definitions, Appt Confirmed.
CreditType As entered in the Edit Patient Information window.
DiscountPlan The patient's Discount Plan name.
EstPatientPortion Estimated patient portion for attached procedures. (patient portion = gross production - estimated insurance write-offs - insurance estimates - discount plan discount). For estimates to calculate correctly you must chart the procedure from the Chart Module then attach them to the appointment. If procedures are added directly to the appointment, you must click into the Treatment Plan Module to update the estimates.
Guardians Name of person marked as Guardian in Family Relationships.
HasDiscount[D] Display D when patient has a discount plan.
HasIns[I] Display I when patient has insurance.
HmPhone Home phone number.
InsToSend! Display an exclamation point (!) on patient appointments when there are completed procedures within the last year that have not been sent to insurance. This will show for a patient if any family members have an unsent procedure. We recommend placing it in the Upper Right Corner. For this to show, also select Show ! at upper right of appts for ins not sent in Appointment Module Preferences. The exclamation point won't show if a claim has been created for the completed procedure or the insurance estimate is $0.
Insurance When in the Main List, displays the patient's primary and secondary insurance carriers. Does not show insurance plans marked as medical.
Insurance Color When in the Main List, displays primary and secondary insurance carriers with a colored background as set in the Carriers window.
IsLate Display [L] when a patient is late for an appointment. A patient is considered late if they have no time arrived entered on the Edit Appointment window or if the time arrived value is later than the appointment start time.
Lab Show the status of Lab Cases. We recommend changing the text color to red as well.
LateColor Indicate a patient is late for their appointment by changing the appointment's color. A patient is considered late if they have no time arrived entered on the Edit Appointment window or if the time arrived value is later than the appointment start time.
  • LateColor overrides provider and appointment type color.
  • The appointment color will not change from Late Color unless the patient's Time Arrived is updated to show the patient was not late.
  • Completed late color appointments will change to completed appointment color.
MedOrPremed[+] Display + to indicate patient has Premedicate checked, medical urgent notes, allergies, and/or problems
MedUrgNote Medical Urgent Note entered in the Medical Chart.
NetProduction Net production of procedures attached to the appointment. (net production = gross production - estimated insurance write-offs - adjustments attached to procedures). Add to view to see the Daily Prod sum at the right of the Appointments module. See Production Totals.
Note The Appointment Note entered on the Edit Appointment window.
PatientName The patient's first and last name.
PatientNameF The patient's first name.
PatientNamePref The patient's preferred name.
PatNum Patient number assigned by Open Dental.
PatNumAndName Patient number and patient last name, first name.
PremedFlag Display Premedicate if Premedicate is checked in the Chart Medical area.
Procs List abbreviations for procedures attached to the appointment on a single line, separated by commas. Text will wrap to next line if too long for a single line.
ProcsColored See Proc Appt Colors. Can only display in the Main List.
Production Show the sum of the fees for all procedures attached to the appointment for providers who have a provider time bar showing. Add to view to see the Daily Prod sum at the right of the Appointments module. See Production Totals.
Prophy/PerioPastDue[P] Displays a P icon if a Prophy or Perio Special Recall type is overdue.
Provider Displays providers on the appointment.
RecallPastDue[R] Displays an R icon if any recall type (other than Prophy or Perio) is overdue.
TimeAskedToArrive Display the time before the appointment that the patient has been asked to arrive to the office. See Time Ask to Arrive.
VerifyIns[V] Adds a V icon if insurance has not been verified. Icon will show for patients using Insurance Verification Setup settings.
WirelessPhone Patient wireless phone number.
WkPhone Patient work phone number.

Patient Field Defs

The available Patient Fields.