Navigating the Scheduling Menu

Learn which features can best be managed from which tab within the system.

  • Calendar tab can be customized to see multiple provider’s schedules (up to 6) by selecting the Multi View and the action item to select Settings
  • Patients can now be checked in/out from the Calendar tab
  • Search when there is an extended block of appointments to move, block or unblock
  • Scheduling Day Sheet can now provide a list of an individual patient’s appointments; move multiple appointments for an individual patient; cancel multiple appointments and document the reason; find unlinked appointments; and identify and link unlinked copayments
  • Wait List will identify all appointments requested by established patients through the patient portal
  • Schedule is the place to create and revise the master appointment schedule for the practice