Navigation

This section explores how to navigate the Scheduler and complete common tasks necessary to use the Scheduler effectively and efficiently. This can include selecting patients and providers, changing dates or the clinic/book, and managing the columns in the Active tab.

You will often need to select a patient from within the Scheduler module. Depending on your needs and workflow, you can use one of several methods to select patients from within the Scheduler.

Note: Depending on the method used, this may select the patient only in the Scheduler and leave the currently selected patient for the rest of axiUm, or it may change the selected patient for all of axiUm.

You can click an appointment to select the patient in the Scheduler.

Note: This method is not typically applicable to Availability mode.

You can search for and select a patient in the Scheduler. If the patient you are searching for is not present, you can also add a new patient.

  1. Open the Scheduler module and click the Select Patient () icon to display the Select Patient window.

  2. Complete any of the following tasks:

    1. From the selection list, double-click a patient name.

    1. In the search bar, enter a patient name and press Enter.

    2. Select the Add to Selected Patient List checkbox.

    3. Double-click the name to select, add to the selection list, and close the Select Patient window.

    1. Click the Add Patient () icon to display the Patient Info – Add Patient window.

    2. Complete the fields as necessary and click Save.

In some cases, you may want to select a patient and apply that change to the rest of axiUm as well.

  1. When working in the Scheduler, right-click a patient’s appointment and choose Select Patient.

You may need to change providers as you review and manage appointments in the Scheduler.

  1. Open the Scheduler module and click the Active tab.

  2. From the navigation bar, click the provider name/number and choose Select Provider… to display the Providers List window.

  3. Search for and select a provider.

Working in the Scheduler requires you to change dates often as you review and manage provider and/or clinic schedules.

You can use the navigation bar to quickly change the date you need to review. The navigation bar displays along the bottom of the Scheduler window, regardless of which tab is open.

To change dates:

  1. Open the Scheduler module and review the navigation bar.

  2. Complete any of the following:

    1. Click the Today button.

    1. Click the + / - buttons as necessary.

    1. Click the green date text and select a date from the calendar drop-down.

    1. Click the increment button (e.g., 1 Week) and select another option.

    2. Click the + / - buttons as necessary.

When working in the Scheduler, you may need to change which dental clinic and/or book you are viewing.

Note: Books are not applicable when working in Availability mode.

  1. Open the Scheduler module and click the Chair tab.
  2. Click the Clinic () icon to display the Clinics window.

    3. Note: The () icon behaves differently depending on which tab is open. If on the Active tab, the icon is labeled Book and the Appt. Books window displays.

  3. Double-click a listed clinic to select.

    4. Note: Depending on your role, you may also be able to add, modify, or delete clinics. In most cases, these options will be disabled via PowerAdmin.

Books are only applicable for clinics that use Book mode to schedule appointments. There are two types of books you can work with when a clinic is set to Book mode:

  • Book by Chair: Each column in the book represents a chair in the clinic and all appointments scheduled for each chair display regardless of the provider.

    • Example: An Emergency Clinic has three chairs, each displayed as a column and appointments are scheduled into each chair.

  • Book by Provider: Each column in the book represents a provider in the clinic and all appointments created for a given provider display, regardless of the appointment’s location.

    • Example: A faculty practice lists six provider codes, each displayed as a column and appointments are scheduled below them.

If necessary, you can change the book to layout and view appointment information differently.

To change books:

  1. Open the Scheduler module and click the Active tab.
  2. Click the Book () icon to display the Appt. Books window.

    3. Note: The () icon behaves differently depending on which tab is open. If on the Chair tab, the icon is labeled Clinic and the Clinics window displays.

  3. Double-click a listed book to select.

    4. Note: Depending on your role, you may also be able to access the Books window from the Modify… button and add, modify, or delete books. In most cases, this button will be disabled via PowerAdmin.

    Important: The contents of the Active tab do not change.

When necessary, you can add/remove a provider or chair column temporarily to the Active tab for the selected session only. This only applies when working in Book mode.

Note: The next time you open the Scheduler, the book will display only original columns.

Important: You can only modify columns when working in Book mode and if the Books window > Allow dynamic columns for providers/chairs checkbox is selected.

To manage columns:

  1. Open the Scheduler module and click the Active tab.
  2. Review the columns as necessary.

  3. To perform another task, complete any of the following:

    1. Right-click a chair or provider column header and choose Select Providers/Chairs… to display the Book’s Chair Selection window or the Book’s Provider Selection window.

      2. Tip: You can also click the + column to display the window.

    2. Select one or more chairs in the Chairs (Not included in book) list and click the > button to move to the Chairs (Included in book) list.

    3. (Optional) To re-order the chairs in the book, select a listed chair and click the Up / Down buttons to move within the list.

    4. Click Close.

    1. Right-click a chair or provider column header and select Remove Provider/Chair.

    1. Right-click a chair or provider column header and select Restore Book.