Appointment View Edit

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

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.

Schedule Start Time: When Open Dental is first launched, the appointment schedule automatically scrolls to a default start time. After Open Dental is launched, the scroll bar will remember the last position it was in and stay there. The options below affect the start time.

Disable appointment bubbles: Set whether or not a bubble popup shows in this appointment view when hovering over an appointment in the schedule. Disabling the bubble popup is useful for privacy (so PHI is not visible) or for better system performance. When checked, bubble popups are turned off. When unchecked, bubble popups will show. The default setting is determined by the preference in Appointments Module Preferences for Default appointment bubble to disabled for new appointment views.

Assigned Clinic: If using clinics, select the clinic associated with this view. The view will only be available when this clinic is selected in the main menu. All = Headquarters. Defaults to the clinic selected on the Appointment Views window.

View Operatories: Highlight the operatories that will show in the 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.

Note: Screen size controls how many operatories can show at one time in a view. Usually six to seven operatories can show at once.


Only show operatories for scheduled providers: Check this box to dynamically show provider operatories based on time of day. Only operatories highlighted in View Operatories are considered. Enter the time restriction in one of the following boxes (e.g. 12 pm).

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

Morning appointment view: This view will show operatories for providers whose time block in the schedule ends before 12:01 pm.

  1. Highlight all operatories.
  2. Check the Only show operatories for scheduled providers box.
  3. Enter for Only if before time enter 12:01 pm

Afternoon appointment view: This view will show operatories for providers whose time block in the schedule starts after 12:02 pm.

  1. Highlight all operatories.
  2. Check the Only show operatories for scheduled providers box.
  3. Enter for Only if after time enter 12:02 pm

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.

Appointment Box

The selections described below affect what information shows in an appointment box and where. To customize what shows in the appointment bubble, see Display Fields, Appointment Bubble.

Example: This appointment view has the following fields added:

Available Rows: A list of available data that can be shown.

Appt Field Defs: The available Appointment Field Defs.

Patient Field Defs: The available Patient Fields.

Main List: The fields listed here align with the left margin of the appointment box. Double click an item to change its text/background color or to move it to a different location.

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.