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Drawer - Appointments Tab

The Appointments tab within the Drawer has unique functions within the Patient ability, where the tab describes all appointments, and the Schedule, where the tab describes details on a single appointment.

Drawer - Appointments - Patients
The Appointments tab within the Drawer in the Patients ability lists the Patients in the account, Follow-ups (Recalls), Appointments, and To Reschedule appointments.

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Patients in account:

  • Name: The name of the patient within the account.
  • Patient ID: The patient number.
  • Chart Number: The number within the Chart Number field in the Patient tab.
Follow-ups:
  • Name: The name of the patient on the appointment.
  • Type: The Follow-up or Recall type.
  • Last Visit: The date of the last visit.
  • Frequency: The frequency assigned to the Follow-up.
  • Next Visit: The date of the next visit scheduled.
  • Notes: Any notes added to the appointment.
Appointments:
The date range filters above the Appointments box can be used to filter the appointment results.
  • Name: The name on the appointment.
  • Date: The date for which the appointment was scheduled.
  • Time(Mins): The appointment start time and the duration for which the appointment is scheduled in minutes.
  • Status: The status of the appointment, such as Confirmed, Unconfirmed, and so on.
  • Type: The type of the appointment.
To Reschedule:
  • Name: The name on the appointment to reschedule.
  • Date: The date on which the appointment was originally scheduled.
  • Time(Mins): The appointment start time and the duration for which the appointment was scheduled in minutes.
  • Type: The type of the appointment.
  • Notes: Any notes added to the appointment.
  • Status: The status of the appointment, such as To Reschedule.
Drawer - Appointments - Schedule
The Appointment tab in the Drawer within the Schedule ability displays and modifies information in a similar way to that of the Appointment Detail window, adds Codes to associated Treatment Plans, and allows Repeat Appointment linking.
 
The Appointment tab is useful for updating Schedule information through data entry, rather clicking and dragging on the Schedule.
 
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-The upper portion of the Appointment tab displays and modifies information in a similar way to that of the Appointment Detail window in the Schedule.
 
Patient, Birthday, and Age each pull from the demographics in Patients > Patient.
 
The Date, Duration, Status, Type, Resource, and Notes can be modified through the Drawer just as they would in the Appointment Detail window of the Schedule.
 
The Treatments tab in the lower portion of the Appointment tab in the Drawer displays and adds codes to Treatment Plans associated to the selected Appointment. To add a new code to the Treatment Plan, click the plus button. Within the Appointment Detail window, add the code to the Treatment Plan in the Ledger as you generally would.
 
For more information on creating Treatment Plans, or adding Codes and Phases to Treatment Plans, see the Treatment Plan documentation.
 
The Repeats tab in the lower portion of the Appointment tab in the Drawer can be used to create Repeat Appointments. For more information on creating, deleting, or manually linking repeat appointments, see the Repeat Appointments documentation.
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