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

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

Options

• Description: The identifying name of this Appointment View.
• Rows per time increment (usually 1): Affects the row height for time increments. Enter a number between 1 and 3.
• Minimum Op width (default 0) (turns on hscroll): Enter the minimum width of an Operatory (in pixels). Appointments do not scale down below that width, and a horizontal scroll bar appears at the bottom if needed.
• View Start Time on Load: Set a fixed default start time. This option is only used when start times are not determined dynamically.
• Dynamic start time based on schedule: When checked, the schedule automatically scrolls to whichever comes first: the start time of the earliest appointment or blockout, or the scheduled start time of the earliest scheduled provider.
  • Only providers in Operatories included in the view are considered.
  • Operatories not assigned a provider consider the default provider's Schedule.
  • If no Operatory has a scheduled provider or appointment, the View Start Time on Load value is used.
  • When Open Dental is first launched, the appointment schedule automatically scrolls to the default start time based on the settings above. After Open Dental is launched, the scroll bar remembers the last position it was in and stay there when moving around the program.
• Disable appointment bubbles: Set whether or not the Appointment Bubble appears in this Appointment View when hovering over an appointment in the schedule.
  • When checked, Appointment Bubbles do not appear when hovering over appointments.
  • When unchecked, Appointment Bubbles appear when hovering over appointments.
  • Disabling Appointment Bubbles is useful for privacy (so PHI is not visible) or for better system performance.
  • The default state of this setting is determined by Default appointment bubble to 'disabled' for new Appointment Views in Preferences
• Clinic: If using Clinics, select the Clinic associated with this view. The view is only available when this Clinic is selected in the Main Menu. Selecting Unassigned allows the view to be selected from Headquarters. Defaults to the Clinic selected on the Appointment Views window.
• Waiting Room Name Format: Set how name displays in the Waiting Room.
  • Last, First: Displays patient's last and first name (e.g., Smith, John).
  • First, Last Initial: Displays patient's first name and last initial (e.g., John, S).
  • First: Displays patient's first name only (e.g., John).

Display Filter

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

• Only Operatories selected in View Operatories are considered.
• For this feature to function correctly, it is recommended that all providers be scheduled in an Operatory (Schedule Setup).
• If there is an Operatory that does not have a provider scheduled or assigned, but there is a provider on the schedule with no Operatory, the Operatory is still displayed.

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

• Only if before time: Show Operatories for providers whose schedule starts and ends before this time.
• Only if after time: Show Operatories for providers whose schedule starts and ends after this time.

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 currently visible in the Appointment View.

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

• Available Rows: See below for an explanation of each row item.
• Appt Field Defs: Displays Appointment Field Defs.
• Patient Field Defs: Displays Patient Fields. See below for additional details.
• Main List: Displays rows added to the Appointment View. These rows display in the center list of the appointment.
• Upper Right Corner: The fields listed appear in the upper-right corner of the appointment box. Whether the information is stacked vertically or horizontally is based on the UR stack behavior selection. It can be useful to organize data that displays as symbols in the upper right (e.g., I, A, [L]). Double-click an item to change its text/background color or to move it to a different location.
• Lower Right Corner: The fields listed here appear in the lower right corner of the appointment box. Whether the information is stacked vertically or horizontally is based on the LR stack behavior selection. Double-click an item to change its text/background color or to move it to a different location.
• To reorder rows, Select the row then use the Up and Down arrows to move it.
• Mobile: Only displays when ODMobile is enabled for the Practice or Clinic. Click to determine which fields show on appointments when viewed from an ODMobile device. See below for details.

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.

• Description: Name of the field. This value cannot be changed.
• Text Color: Click Change to change the Color of the text or row background, depending on the item and location.
• Alignment: Select where the field displays on the appointment.
  • Main: Displays on the appointment in the center list.
  • UR: Displays in the upper right of the appointment.
  • LR: Displays in the lower right of the appointment.

Mobile Appointment View Edit

For Open Dental Mobile 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. Fields can only displayed in the Main List.

Available Rows

A list of available data that can be shown.

Patient Field Defs

The available Patient Fields.

• CareCredit Approval Status: Displays the CareCredit Quickscreen status for the patient.
  • Green circle: Displays pre-approved status.
  • Orange triangle: Displays unable to pre-approve status.
  • Blue square: Displays cardholder status.