Tuesday, May 10, 2016

What does OPEN mean in the Appointment Book?

Updated 9/16/2019

Do you have patients with flexible schedules? Patients willing to come in sooner than scheduled, or maybe even willing to be rescheduled to accommodate another patient? If so, you're in luck. Dentrix has a special place for this kind of patient, and it's called the Open List.

To move a patient's appointment to the Open List, in the Appointment Information dialog box, set their Schedule Type to OPEN.

This places the patient's appointment on the Open List but does not remove it from the Appointment Book. Patients on the Open List are patients who you know ahead of time have a flexible schedule, and could be moved around. When you have a patient who has limited flexibility and you are having a hard time finding an opening for them, you can check the Open List to see if you can create a space for that patient, by moving a more flexible patient.

The Open List is one of the lists found in the Appointment Book.

To find patients on the Open List:
  1. From the Appointment Book select Appt Lists.
  2. Click Setup > Appointment List View.

  3. From the Appointment List Setup, select the provider and operatories to include in the list.
  4. In the Span of Search fields, select the span to include in the search.
  5. Click Close to generate the list.

  6. When you contact the patient on the list and they agree to reschedule, you can either drag the appointment from the OPEN List to the Appointment Book to fill a hole, or drag it to the Pinboard while you find an open spot. Dentrix will ask you to confirm that you want to move the appointment. Moving the appointment creates an opening in the Appointment Book, which you can then fill with an appointment for a less flexible patient.

For additional information on other Appointment Book Lists, see the Appointment Lists Overview topic in Dentrix Help, or read The New Dentrix Appointment List article in the Dentrix Magazine online archive.

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