Tuesday, February 14, 2017

Drag and Drop from Appointment Book Lists

In the Appointment Book, you have access to a group of lists that help you keep your schedule full including the ASAP List, Open List, and Unscheduled List. You can access these lists from the Appointment Book toolbar by clicking Appt Lists.


  • The ASAP List consists of scheduled appointments that have been flagged ASAP. You can use this list of patients to fill holes in an otherwise full schedule. 
  • The Open List consists of patients whose appointment type has been set to OPEN, and are known to have a flexible schedule, and can be moved around.
  • The Unscheduled List consists of patients with broken appointments or appointments that have been marked as wait/will call
While viewing any of these lists, you can select an appointment and drag it to an open slot in the Appointment Book. Once you confirm the movement of the appointment, it no longer appears on the list.

By dragging and dropping appointments in this way, you won't have to spend time recreating appointments because all the details from the Appointment Information dialog box (appointment reasons, providers, etc.) are kept intact and move with the appointment. Dragging and dropping from these lists also helps you to quickly clean up your lists and get patients back on the schedule.

Learning how to effectively use appointment lists is part of our new course 15 Ways to Make Scheduling Easier with Dentrix which will be offered at this year's Business of Dentistry Conference. Click the link above to view conference details and register.

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