Usage:      

When creating New Patient Appointments for customers, the records are saved as Call records which default to the Chairside call type.    

     

Navigation:       View > Chairside Calls Manager > New Appointment or View > Chairside Calendar > Right Click > New Patient Appointment

The following form will open:

Chairside Patient Appointment form

To Add Appointment:

1.Select the Customer.

2.Enter the Appointment Date and Time. It will default to current date.

3.Select a Call Type from the dropdown. It will default to 'Chairside'.

4.Select a Description.

5.Enter Contact Person in the Talk(ed) To field.

6.Optionally, enter a Case Number to link to the call.

7.Select User.

8.Select Department.

9.Click .

 

See also:

Chairside Calls Manager