Today's Timeline

Today’s Timeline window displays patient appointments scheduled for the day and the corresponding information about a selected appointment. To access this window, click Utilities > Today’s Timeline. Note that you must click to refresh the window to view the updated list. Clicking opens the Select Patient / Resp Party window from where you can enter the details to search for the desired patient. displays the aggregate amount of the appointments and treatments scheduled for the day. Clicking logs you out of QSIDental Web. Clicking navigates you to a toolbar item on the list. This list is configurable to toolbar items that open in a window of its own.

Today's Timeline window displays the following sections:

• Schedule Timeline lists patient appointments for the selected office on a particular date. By default, selects the current date. Clicking opens the Scheduler window. Clicking opens a window from where you can perform a list of actions for the selected appointment. Hovering over opens a window that displays the appointment details of members from the same family for the selected date. Hovering over the icon indicates if insurance eligibility needs verification or the insurance plan is expired.

  

• Patient Summary displays information about a patient. Clicking Add Picture directs you to the Add/Edit Image window, from where you can add a picture. If Form Tracking is in use and a consent form is not signed, then an exclamation mark appears next to the Patient Summary title (). Click the exclamation mark to open the Patient Consent Letter(s) window listing the unsigned consent letters.

  

  Depending on the letter type, you can send unsigned consent letters to the patient or responsible party by selecting the consent letters and clicking EMAIL. Clicking and direct you to the Patient Overview and Tooth Chart windows respectively for the selected patient.
• Clicking in the Cell # row of Patient Summary opens the Send Text Message window from where you can send text messages to the patient.

  

• Clicking the patient’s email address in Patient Summary opens the Send Email window from where you can send emails to the patient.

  

• Appointment Notes displays any notes about the appointment.
• Clicking opens the Appointment Intake Form for editing and viewing purposes.
• Treatment Scheduled displays the treatments scheduled for the patient for that day.
• Medical Alerts displays any alerts about the patient.
• Recall displays recall appointment dates about a procedure.
• Balance Information displays information pertaining to the patient’s balance. Clicking directs you to the Account Ledger window.
• Appointment History displays appointment history information.
• Doctor`s displays hygiene appointments scheduled for the day.
• New Patients Web Registrations displays appointments of new patients who have registered online and scheduled for the day. Clicking opens the Add Patient window, automatically populates with the values the patient entered in the online registration form.
• Lab Case displays information about lab cases attached to appointments for the day.