SoftDent: Placing Canceled Appointments in the Tickler File

Document created by tshaw Employee on Feb 13, 2017
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To place a canceled appointment in the Tickler file:

 

1.  After canceling an appointment in the Daily Appointments or Book At A Glance windows, select an option:

 

  • To place the appointment in the Tickler file: Select Tickler > Place in Tickler from the Options section of the Express bar or the Options menu. You can also click and drag the appointment to the Show Tickler List icon.

 

  • To place the appointment in the Short Call Tickler list: Select Tickler > Place In Short Call Tickler from the Options section of the Express bar or the Options menu. You can also click and drag the appointment to the Show Short Call Tickler List icon.

 

      NOTE: If this is the first time you are entering an appointment in the Tickler, the Tickler Wizard window is displayed. Click OK.

 

A message that informs you the appointment is added to the Tickler file is displayed.

 

2. Click OK.

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