Scheduling
Routing Panel
Calendar
- Customizing the schedule view
- Hiding patient names
- Changing a provider's availability on the calendar
- Entering day notes
- Deleting day notes
- Editing day notes
- Searching for available appointment times
- Filling openings
- Handling the double-booking of providers
- Viewing scheduled and actual production
- Printing the schedule
Appointments
- Scheduling appointments for new patients
- Scheduling appointments for existing patients
- Scheduling appointments for related patients
- Scheduling appointments from treatment plans
- Changing appointment statuses
- Deleting appointments
- Editing appointments
- Completing appointments
- Marking appointments as missed
- Rescheduling missed appointments
- Rescheduling appointments
- Rescheduling appointments with the Pinboard
- Viewing an appointment's history
Events
Unconfirmed Appointments List
Patient Follow-up List
Lab Cases
- Attaching lab cases to appointments
- Customizing the lab cases list
- Updating lab case statuses for appointments
- Removing lab cases from appointments
- Tracking lab cases