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Appointments are most easily created using the Scheduler, as it gives the clearest view of a provider and operatory's availability. A number of features make it easy to add appointments. The Find Slot feature enables an available appointment slot to be located given a patient's specific criteria. When an appointment is created by double-clicking the desired appointment slot, the date and time are automatically included within the appointment, reducing the information that must be added.
If the practice has multiple office locations, always select or confirm the office for which the appointment is being made using the dropdown.
Creating appointments in the QSIDental Web Scheduler is similar to creating appointments in other types of electronic calendar tools. There are several options for launching the appointment tools inside the Scheduler. Additionally, production time (template) and block time may be added.
For the most part, a user will want to create a new appointment; however the other options are available. The options depend on how the user interacts with the Scheduler. If the user performs a:
Double-click in an available space in the scheduler. |
The New Appointment window opens so that a patient may be selected or a new record added.
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Right-click in an available space in the scheduler. |
The right-click menu opens so that a new item may be added.
If Add New Appointment is selected, the New Appointment Window opens. |
Click and drag to select multiple units. |
A selection box opens so that the selected new item may be added.
If Add New Appointment is selected, the New Appointment Window opens, with the defined duration. |
