Opening the Appointment List

The Appointment List displays all appointments scheduled in the Appointment Book for a selected date. In the Appointment List, you can view the time, status, eligibility, patient name, provider, operatory, reason, length, and patient phone numbers for the appointment. You can also see the production amount totals for the selected appointment and the day.

Note: For information on using the toolbars, click Appointment list toolbars.

To open the Appointment List window

1.   In the Appointment Book menu, click Appt List.

The Appointment List window appears.

Note: The Appointments view displays all scheduled appointments for the current date, not the date you may have selected in the Appointment Book.

2.   Click the date down arrow and select a date from the calendar to view the appointments for that day rather than the current one.

3.   Double-click an appointment to see more information about or to make changes to the appointment.

The Appointment Information dialog box appears from which you can make the changes you want to the appointment.