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3.5 Assigning Appointment Types to Charting


Before being assigned to Charting, appointment types will need to be created and defined. Please see 3.4 Creating Appointment Types for instructions.

Appointment types may be linked to OrthodonticPeriodontal and Restorative Charting for the purpose of creating an unscheduled appointment while simultaneously charting a needed procedure.


Open an Appointment Type dialog box from the Scheduling module.


  • 1. Click the Scheduling icon  in the ICE Health menu bar.
  • 2. Click Practice in the Scheduling menu bar, the click Appointment Types. 


  • 3. In the Appointment Type Management dialog box, click one of Manage Ortho Charting Statuses, Manage Perio Charting Statuses, or Manage Restorative Charting Statuses.



Select the Appointment Types for the chosen Charting tab.


  • 1. Under the Action column, click to select (or de-select) Appointment Types for the chosen Charting tab.

  • 2. Click to Save and close the Appointment Types dialog box. The Appointment Types will now be available for scheduling from the Charting module Progress Notes.