SoftDent: Scheduling Tickler Appointments

Document created by tshaw Employee on Feb 13, 2017
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To schedule an appointment that is stored in the Tickler file:
1.    In the Daily Appointments or Book At A Glance windows, select the time slot within which to schedule the appointment.
2.    Select an option:

  • To schedule a Tickler file entry: Select Tickler > Scan Tickler from the Options section of the Express bar or the Options menu
  • To schedule a Short Call Tickle file entry: Select Tickler > Scan Tickler Short Calls from the Options section of the Express bar or the Options menu.

   The entry for the appointment that has been in the file the longest time and meet the requirements for the selected time slot is displayed in the Tickler Entry window.

 

3.    Click + or - to locate a different entry.
4.    To edit the appointment information, click Edit. You cannot edit the operatory number.
5.    To schedule the appointment, click Make Appt.

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