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erdelapaz
Canine II

Scheduling appointments

We have some patients that would like to only see a specific hygienist. Is there a way  to look up what  their next available appointment time is without having to go through the schedule day by day. 

1 Reply
dmccrory
Premolar II

Re: Scheduling appointments

If you have the non scheduler version of SoftDent, the auto schedule feature will be as close as it gets to completing this request.   Just make sure you have the correct Doctor and Hygienist selected on the patent information window.  Also making sure the Doctor and or Hygienist profile is set for auto schedule.   These steps below can help after you have verified the patient and provider  profiles are set for auto schedule :

Auto Scheduling from Patient or Account Records

To auto schedule an appointment for an existing patient from an Patient or Account window, follow these steps: 

1. Do one of the following:

  • To auto schedule an appointment for an existing patient from the Patient List window, select the patient for whom to schedule the appointment, and select Appointments from the Express bar. The Patient Appointments window is displayed. Select Auto Schedule from the Express bar.
  • To auto schedule an appointment for an existing patient from the Patient window, select Appointments from the Express bar. The “Patient Appointments “window is displayed. Select Auto Schedule from the Express bar.
  • To auto schedule an appointment for an existing patient from the “Account List” window, select the account to which the patient is associated, and select Patient from the Express bar. The “Patients List” window is displayed. Select Appointments from the Express bar. The “Patient Appointments” window is displayed. Select Auto Schedule from the Express bar.
  • To auto schedule an appointment for an existing patient from the “Account” window, select Patient from the Express bar. The “Patients List” window is displayed. Select Appointments from the Express bar. The “Patient Appointments” window is displayed. Select Auto Schedule from the Express bar. The “Setup Auto Scheduling Parameters” window is displayed.

2. Select a date range, type a time range, select the procedures for which the appointment is to be scheduled, and type number of time slots and slot usage schedule in the appropriate fields.
3. Select the "Preferred Days" tab or press to make the tab the active window. 

  • The default value for the Dr field is the dentist specified in the Doctor field of the patient record. If the procedure includes a hygiene code, the default value for the HYG field is the hygienist specified in the Hygienist field of the patient record. The default elections in the Days to Search and Preferred Rooms sections are the preferred days specified in the patient record.

4. Click Schedule Appt or select the command from the Express bar. The first available time slot that meets the specified criteria is displayed in the Daily Appointments window.
5. Select from the following options:

  • If the selected day and time are acceptable to the patient, skip to number 6.
  • To display the next available timeslot that meets the specified criteria, click Next Slot or select it from the Express bar.
  • To display the previous available timeslot that meets the specified criteria, click Prev Slot] or select it from the Express bar.
  • To display the next day that contains a timeslot that meets the specified criteria, click Skip Day or select it from the Express bar.
  • To display the previous day with available timeslot that meets the specified criteria, click Prev Day or select it from the Express bar.
  • To go to a specific day, click Find and use the buttons to find the appropriate day.

6. After you have found a suitable time slot, click Make Appt or select it from the Express bar.