Tickler File

[lbayles]

I'm new to SD and helping out at this office due to front desk girl is out sick; what's the best way to use the tickler file?

[FormerPLM]

Hello lbayles​,

Softdent has a great help function that will help you understand the tickler option and how to use it.  From your toolbar, click Help -> SoftDent Help.

Type "Tickler" in the search window:

Click "using the tickler"

I hope you find this helpful.

Thanks for joining the community!

[dmccrory]

To add to my last comment, after appointments are placed in the Tickler,

you can reschedule them from the Tickler

David McCrory| Technical Support Analyst

Carestream Dental LLC

[dmccrory]

I have one use of the Tickler. Along with the Tickler file, there is a

Short call tickler. If there are cases where patient need to cancel an

appointment and they are not sure of a reschedule time...Appointments can

be moved from the scheduler to the Tickler or Short - Call Tickler by

dragging and dropping them into the appropriate list.

David McCrory| Technical Support Analyst

David.McCrory@carestream.com

Office: 866.435.7473 Fax: 678.247.0267

www.carestreamdental.com/GlobalSummit

www.carestreamdental.com

Carestream Dental LLC

[dmccrory]

I have one use of the Tickler. Along with the Tickler file, there is a

Short call tickler. If there are cases where patient need to cancel an

appointment and they are not sure of a reschedule time...Appointments can

be moved from the scheduler to the Tickler or Short - Call Tickler by

dragging and dropping them into the appropriate list.

David McCrory| Technical Support Analyst

David.McCrory@carestream.com

Office: 866.435.7473 Fax: 678.247.0267

www.carestreamdental.com/GlobalSummit

www.carestreamdental.com

Carestream Dental LLC