Appointments

The Personal Planner > Lists tab > Appointments sub-tab displays your appointment list. From here you can add, view, edit, and delete appointments, as well as select the patient.

To manage appointments:

  1. Open the Personal Planner to the Lists tab and click the Appointments sub-tab.

  2. Click the Search for Data () icon to display your list of appointments.

    3. Tip: If you want to view appointments within a specific range, set the Date From and Date To fields.

    Note: If you have access, you can edit the User and Provider fields to view appointments for a different provider.

  3. Review the listed entries.
  4. To perform another task, complete any of the following:
    1. Click the Create a new Record () icon to display the Select Patient window.

    2. Search for the patient and double-click the record to display the New Appointment Request window.

    3. Complete the fields as necessary and click Accept.
    1. Select a listed entry and click the Edit Record () icon.

      2. Tip: You can also double-click a record to edit the appointment.

    2. Make any necessary changes.

    3. (Optional) If the appointment is on the wait list, click the ON WAIT LIST indicator to display the Edit Wait List Details window and make any necessary changes.

    4. Click Accept

    1. Select a listed record.

    2. Right-click and select Go To Appointment to display the Family Appointments or Patient Appointments window.

    1. Select a listed record.

    2. Right-click and select Appointment Treatments to display the Appointment Treatments window.

    3. (Optional) Select a listed planned treatment(s) and click the > button.

    4. Click Close.

    If an (!) mark displays in a record’s P or S column, a new appointment request has been created and you are the assigned provider or the assigned group manager.

    1. Select a listed record.

    2. Right-click and select Acknowledge to unbold the line and indicate you have seen the alert.

      3. Note: This right-click option is only enabled if the P or S column for the record display a (!) mark.

    When necessary, you can add planned, requested, pending, scheduled, and ortho appointments to the wait list.

    1. Right-click a listed entry and select Add to Wait List to display the Add to Wait List window.

    2. Complete the fields as necessary and click OK.

    When necessary, you can edit the wait list details for planned, requested, pending, scheduled, and ortho appointments that are on the wait list.

    1. Right-click a listed entry and select Edit Wait List Details to display the Edit Wait List Details window.

      2. Tip: You can also double-click the appointment to display the applicable window and click the ON WAIT LIST indicator to display the Edit Wait List Details window..

    2. Make any necessary changes and click OK.

    1. Right-click a listed entry and select Remove from Wait List.

    2. When prompted with the Appointment Notes window, enter a reason for removing from the list and click the Create a new Record () icon.

    1. Select a listed record.

    2. Right-click and choose Select Patient.

    1. Select a listed record.
    2. Right-click and select Show History to display the Appointment History window.
    3. Review the information as necessary.
    1. Select a listed record.

    2. Right-click and select Additional Info.

      3. Tip: You can also press the spacebar key.

    3. Review the information as necessary.
    1. Select a listed record and click the Delete Record () icon.

    2. When prompted, click Yes to confirm your deletion.

    1. Click the Print Report () icon.