Appointment View Edit

Customize Appointment Views to display preferred information in the Appointments Module.

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

Options

Display Filter

Only show ops for scheduled provs: Check this box to dynamically show Operatories based on provider schedules. Applies to Day View only.

The following settings only display when Only show ops for scheduled provs is checked.

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

View Operatories

Select the operatories that show in the Appointment View. If using Clinics, only operatories associated with the assigned Clinic are listed. 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

Select 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 items currently visible in the Appointment View.

Select a row, then 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 opens.

Mobile Appointment View Edit

For ODMobile users, click Mobile to set up the Appointment View for the mobile app.

Use the Left and Right arrows to determine which Available Rows, Appointment Field Defs, and Patient Field Defs display in the Main List on appointments in ODMobile and ODTouch. Fields can only be displayed in the Main List.

Additional Information:

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 first name entered in the Employees list.
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.
HasFamilyBalance[$] Display $ when there is a family balance on the account, regardless of pending insurance.
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 shows 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 enable the Show ! on appts for ins not sent, if added to Appt View preference. 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 primary and secondary insurance carriers attached to the appointment. Insured displays if the patient currently has medical insurance or other insurance that is not attached to the appointment (i.e., in the Edit Appointment window).
Insurance Color When in the Main List, displays primary and secondary insurance carriers attached to the appointment with a colored background as set in Carriers. Insured displays if the patient currently has medical insurance or other insurance that is not attached to the appointment (i.e., in the Edit Appointment window) and no colored background is set.
IsLate[L] 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 does not change from Late Color unless the patient's Time Arrived is updated to show the patient was not late.
  • Completed Late Color appointments 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 is the amount remaining after estimated write-offs and adjustments are calculated. Add this field or Production to see the Daily Prod sum at the right of the Appointments Module. See for additional calculation details.
Note The Appointment Note entered on the Edit Appointment window.
PatientName The patient's last name, preferred name, first name, and middle initial.
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 when 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 wraps 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 this field or NetProduction to view to see the Daily Prod sum at the right of the Appointments module. See Production Totals.
Prophy/PerioPastDue[P] Display P when a Prophy or Perio Special Recall type is overdue.
Provider Displays providers on the appointment.
RecallPastDue[R] Display R when 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] Display V when insurance has not been verified. Icon shows for patients using Insurance Verification Setup settings.
WirelessPhone Patient wireless phone number.
WkPhone Patient work phone number.

Patient Field Defs

The available Patient Fields.