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rmk6231
Canine II

Pre Defined Appts

I am wondering if we will have added a feature to be able to add a provider to the pre defined appt section. For new patients, for the hyg portion of the visit, since it still defaults to Dr I am having to change every line every time. This has become noticeable as there has been a wonderful uptick in the number of NP we are seeing. 

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Moderator
Moderator

Re: Pre Defined Appts

Hello @rmk6231

As it is right now, the ability to pre-select the producer via the pre-defined appointments is not possible. 

However, you mentioned that this would primarily be for the new patient/hygiene appointments.  the NPA/Recall appts producers are actually based on who is marked as the Recall producer on that patient's page 2 on their clipboard. 

 

 

Recall default.gif

 

 

 

You can set the default recall producer for new patients by going to File > Preference > Recall Defaults.  Here you can change who the default recall producer is for new patients. 

 

 

 

You can also mass change all the current page two recall producer settings by Going to the PracticeWorks Utilities and using the Change recall defaults utility. This is located by going to the Windows Start menu, go to the CS PracticeWorks folder, and click on Utilities. The Change Recall Default utility is the third option on the first column. 

Change Recall Defaults.png

 

 

 

You'll want to choose the second option/section titled "Change recall producer". The first drop down option is for what producer is currently showing on the page 2's recall producer, the second drop down is for who you want it to change to. 

A word of warning though, this will change ALL patients who have the first drop down's producer to the second drop down's producer. 

 

 

 

If you have any additional questions let me know

-Johnathan

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