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4.3.3 Creating an Appointment from Charting

 

Before creating unscheduled appointments from the Charting module, appointment types must be assigned from the Scheduling module. Please see 3.5 Assigning Appointment Types to Charting for instructions.

 

Create an entry in any of the Charting tabs or from Treatment Planning.

 

For instructions, please see:

 

Click to choose the options for the patient’s Next Visit (NV) in the Progress Notes.

 

  • 1. Click to expand the NV drop-down list and then click to choose the appointment type.

 

  • 2. Click to expand the Week drop-down list and then click to choose the number of weeks until the patient’s next visit.
  • 3. For Orthodontic appointments only: Click to expand the NV Procedures drop-down list and then click to choose the procedure.

 

  • 4. Click Save.The patient and the suggested appointment date will be listed in the Unscheduled Appointment tab of the Scheduling module.

 

Schedule the appointment.

 

 

Also see 4.3.4 Unscheduled Appointments for more detailed information and instructions.

 

  • 1. Click the Scheduling  icon in the ICE Health menu bar.
  • 2. Click to expand the Clipboard tab in the Schedule bar at the right side of the dashboard.

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  • 3. Locate the patient from the list. (Please see 4.3.4 Unscheduled Appointments for instructions on managing the list.)
  • 4. Click the desired appointment date in the calendar at the top of the Schedule bar to open the schedule for that day.
  • 5. Drag the appointment to an open spot on the dashboard.