Tuesday, October 15, 2013

Drag and Drop Scheduling from Appointment Lists

Updated 4/27/2020

Did you know that you can drag and drop an appointment from any of the Appointment Book lists right into an open time slot on the schedule?

First, from the Appointment Book toolbar, click Appt List. Select the list you want to work from in the Select List drop-down, such as the Unscheduled List, ASAP List, or Pinboard List.

Then, while viewing the list, click a patient's appointment to select it, and then drag it to an open spot in the Appointment Book. Once you confirm the movement of the appointment, it no longer appears in the list it came from.

Don’t spend time recreating appointments. When you drag an appointment to a new time, all the procedures and providers attached to the original appointment are moved with it. It makes rescheduling appointments a breeze.

To learn more, read The New Dentrix Appointment List article in the Dentrix Magazine online archive.

No comments: