WEBVTT

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To fill an open appointment time, select the

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Actions dropdown and click Fill Openings.

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Appointment types are categorized into ASAP,

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Broken/No Show, and the Pinboard.

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For any tab, if you already know some

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information about what you are looking for, you

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can search for appointments by patient name,

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procedure, treatment plan name,

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appointment date, or provider.

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An appointment summary card appears.

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The current appointment date is listed above

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the description.

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When you select an appointment, it populates

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the patient information in the information ribbon.

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This will give you the patient’s primary contact

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and preferred contact method.

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Once selected, the appointment will also

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become available to place on the schedule.

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Press the Escape key if you are not yet ready

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to place the appointment.

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If there is a note for this appointment, hover

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over the note icon to see the note before

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contacting the patient.

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After you have called the patient and confirmed

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they want your open time slot, click on the day

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and time to move the appointment.

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Confirm that you want to

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reschedule the appointment.

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For ASAP appointments, click to open the

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appointment panel. Uncheck the ASAP box to

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remove the patient from the ASAP list.

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Broken and No Show appointment cards

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provide the same information.

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If you need more information before contacting

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the patient, such as the reason they missed or

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how much notice was given, select

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Appointments in the information ribbon.

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Then select the Missed Appointments tab.

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Once you have contacted your patient to

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confirm they would like an opening, go back and

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select Unscheduled to open up the

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Appointment Card.

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Navigate to the day and time you have

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discussed and place the appointment.

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Save your changes.