.Back to Manual Table of Contents
At the upper right of the Appointments
module, click on the Planned Appointment Tracker button: .
In a normal office there would be many more items in the list. In fact there may be hundreds or thousands. Every Planned appointment that has been created but not scheduled will be listed by date. The critical part of making this process work is that every patient who needs treatment of any kind must have a Planned appointment set before they leave. They may choose not to schedule at that time, but then you will at least have a tracking system in place so they will not slip throught the cracks.
As you go through the list, you can double click on an item to bring up the Appointment Edit window. From there, you can make phone call notes, change the Unscheduled Status, or send the appointment to the Pinboard for scheduling.
This tool is very important for keeping your production levels as high as possible. This list should be thoroughly reviewed on a regular basis and by doing so, you will be able to fill all holes in your schedule with quality procedures.