CREATING AN APPOINTMENT

How Do I...? | DAYSHEETS | BACK

The daysheet can be edited by selecting the time of the appointment with the mouse, and then clicking on the Appointment button at the top of the window. Note that, for longer appointments, dragging across several contiguous times will create an appointment spanning those times.

In daysheets created with the Daysheet or Week option in the Calendar, be sure to select the desired time from the appropriate operator's list or day of week.

For example:

To create an appointment from 2:00 until 2:15, click on 2:00 PM.

Scrn: 2:00 PM

To create an appointment from 2:00 until 3:00, drag from 2:00 PM to 2:45 PM.

Scrn: 2:00-2:45 PM

This indicates that the appointment lasts until 3:00 PM.

Once the time is selected, click on the Appointment button at the top of the screen. Doing so will bring forth this window:

Scrn: Appt Enter

The patient's name can be chosen from a list, as can the service provided. Checking Short Notice under the Services field indicates a short-notice appointment.

Under Detail, check the options that are applicable. In the field beside that, a description or note about the appointment can be entered. If such a note has been entered, a bullet character will appear next to the patient's name in the appointment view.

The buttons at the bottom of the window perform the following functions:

Deletes the selected appointment. To erase an appointment from the daysheet, select it (if necessary, select all times that it spans) and bring up the window in the previous image. Click on this button to erase the appointment.
This button will paste in the last canceled procedure. Use it to move appointments from one time or day to another.

For example, to move an appointment from 12:00 to 1:00:

Choose the appointment, then get details on it. Click Delete. (See figure below.)
Delete Appt

Click on 1:00 PM and get details on that time. Click this button. (See figure below.)
Paste Appt

Now, the appointment will show up at 1:00 PM.
1:00PM Yuuki

This button displays the patient information about the selected patient.

These are simply enlarged versions of the Cancel and Confirm buttons. Click Cancel to abort the appointment entry, or Confirm to finalize it.

CALENDAR

This page contains information pertaining to the main Calendar window.

Click for a full description of the Calendar window.

DAYSHEETS

Daysheets are electronic records of all appointments during the course of a day. You can use them to view an operator's appointments for one day or one week at a time. All operators' schedules can also be viewed simultaneously.

Click for a full description of Daysheets.



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