HOW DO I...?
USING THE CALENDAR TO SET UP APPOINTMENTS

ENTER A NEW APPOINTMENT

1 First, bring up the Patients window and click on the Calendar button.

2 Next, in the calendar, select the operator from the Operators list and double-click on the day of the appointment in the calendar. This should bring up the daysheet for that day. If the program asks you if you want to create a daysheet for that day, answer yes.

3 Click on the time of the appointment and then click on the date at the top of the daysheet window. Note that if the appointment spans more than one time unit, you should drag across as many units as required to select them all.

4 This will bring up the appointment window.

5 Fill out the form and click on Confirm to set the appointment.

 

DELETE AN APPOINTMENT

1 First, get to a daysheet containing the appointment.

2 Then, select the appointment to delete and bring up the appointment editing window. Note that if the appointment spans more than one time unit, you should drag across as many units as required to select them all.

3 Once in the window, click on the Erase button in the bottom left corner to delete the appointment.

 

CHANGE THE TIME OF AN APPOINTMENT

1 First, get to a daysheet containing the appointment.

2 Then, select the appointment to delete and bring up the appointment editing window. Note that if the appointment spans more than one time unit, you should drag across as many units as required to select them all.

3 Once in the window, click on the Erase button in the bottom left corner to delete the appointment.

4 Then, click on the new time of the appointment and bring up the appointment info window. Note that if the appointment spans more than one time unit, you should drag across as many units as required to select them all.

5 Click on the Paste Appointment button, next to the Delete button. This will paste in the appointment information.

6 Click on the Confirm button to finalize the move.

 

CHANGE THE OFFICE HOURS FOR APPOINTMENTS

1 Choose Administration » Configuration » Special » Appointment Setup » Preferences. This will bring up the Appointment Log Setup window.

2 Click Edit in the toolbar.

3 Change the times listed as Start and Finish.

4 Click Confirm to save your changes.

 

SET THE UNITS PER APPOINTMENT

1 Choose Administration » Configuration » Special » Appointment Setup » Preferences. This will bring up the Appointment Log Setup window.

2 Click Edit in the toolbar.

3 Change the setting under Units.

For example, setting this function to Ten will allow appointments to be booked at ten-minute increments.

4 Click Confirm to save your changes.

 

MANUALLY PURGE THE APPOINTMENTS

1 Choose Administration » Configuration » Special » Appointment Setup » Preferences. This will bring up the Appointment Log Setup window.

2 Click Purge Appointments button in the toolbar.

 

ENTER OR EDIT CALENDAR ICONS

1 Choose Administration » Configuration » Special » Appointment Setup » Preferences. This will bring up the Appointment Log Setup window.

2 Click Calendar Pictures button in the toolbar. This opens up the Calendar Pics List window.

3 Double-click in the list. If you are editing an existing picture, then double-click on the picture that you wish to edit. This will open up the Calendar Pictures window.

4 Click on the New button in the toolbar. If you are editing an existing picture, then click Edit in the toolbar.

5 Type in a name for the picture.

6 To enter the graphic itself, there are several methods.

Paste it in from the clipboard if you have copied it previously. Otherwise, switch out of MIRROR and into whatever graphics program displays the graphic and copy it. Then switch back into MIRROR and paste it.

OR

Choose Paste From File... from the Edit menu. In the resulting dialog box, choose a graphic file to import.

7 Once the picture is in place, click on the Confirm button.

 

ADD A NEW OPERATOR

1 Select Administration » Configuration » Special » Appointment Setup » Operators.

This will bring up the Operator window.

2 Click New in the toolbar.

3 Enter the operator's name and any notes into the fields.

4 Click Confirm when done.

 

CREATE NEW APPOINTMENT PERIODS

1 Select Administration » Configuration » Special » Appointment Setup » Create Appointments.

This will bring up the Create Appointments window.

2 Select the operator for which to create new appointment schedules. To create new schedules for all operators, check the All option.

3 Enter the dates to create appointments for into the Start Date and End Date fields.

4 Click Build Appointments in the toolbar to begin.

 

BLOCK APPOINTMENTS

1 Select Administration » Configuration » Special » Appointment Setup » Block Appointments.

This will bring up the Block Appointments window.

2 Select the operator for which to block appointments. To block appointments for all operators, check the All option.

3 Enter the time during which the selected operator(s) are not available for appointments into the Start Time and End Time fields.

4 Enter the date period for which to block the appointments into the Start Date and End Date fields.

5 Specify the frequency of the appointments to be blocked with the Increment option. This is how often the specified time period will be blocked during the time period.

For example, checking Daily will block the time entered every day of the date period, while Weekly will block it every week during the period.

6 Enter the purpose for the block into the Comment field.

7 Click Block Appointments in the toolbar when done.

The operator(s) will have whatever text entered in the Comment field in the specified times during the specified date period.

 



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