Appointment Book Tools and Functions
Unless otherwise stated, the tools and functions described in the following sections are common to both single and multi-column appointment books
- 1 Customising the Appointment Book Appearance
- 2 Online Booking Icons
- 3 Appointment Colour Status
- 3.1 Overview
- 3.2 Features
- 3.3 Benefits
- 3.4 Requirements
- 3.5 Using
- 3.6 Configuration
- 4 Tool Tips
- 5 Telephone Icons
- 6 SMS and Email Reminders
- 7 Using the Clipboard
- 8 Deleting Appointments with the Bin
- 9 Opening a Patient Record with the Edit Patient Button
- 10 Processing a Payment from the Appointment Book with the Payment Button
- 11 Cancellation Button
- 12 Print Buttons
Customising the Appointment Book Appearance
Users with appropriate security access can customise the appointment book appearance to optimise viewer interpretation.
Click Configure > Appointment Book... to display the Appointment Book window:
Click the Appearance Options button to open the Appointment Book Appearance window:
Change the parameters at right and view your changes in the dynamic graphic display at left (see parameter explanations below).
Check that you haven't used the same colour for conflicting options, such as white for both 'Available time' and 'No Category', and then click OK when finished.
Week View Options:
Colour week view by
| Not displayed in the preview graphic display. This is the default Practice-level week view. It can be overridden per user from Configure > User Settings. Colour the week view by Booked Provider, Category, or Patient's Payor, depending on which you find the most useful to visually differentiate appointments. |
Failed | Highlight the FTA (Failed To Arrive) appointments with a custom colour. |
Day View Options
Colour day view by
| This is the default Practice-level week view. It can be overridden per user from Configure > User Settings. Differentiate appointments in the Day View according to one of three sets of colours:
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Transparency | Set the degree of colour Transparency: None, Standard, Medium or High. |
(picture as background) | See below for how to use a picture as a background. |
Available Time | Available Time is used for:
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Rota Time | Permanent time assigned for providers on rotas. |
Extra Block Time | Appointment book time blocked off as unavailable for patient appointments, including meal breaks, staff meetings or training. By default this is grey. |
Double Booked | This time shows up on the appointment book when any appointment book time overlaps, apart from available time. Use a bright, distinctive colour for this. |
No Category | Appointments booked with no treatment category. |
Clinic Line Width | Time booked for clinics is shown as diagonal stripes on the appointment book: from the top-left to bottom right for payor clinics, and from the bottom left to top right for private clinics. Set the width of the stripe to either small, medium or large. |
Use phone icons | Optional indicator: . Displayed in greyed-out mode, and can be clicked to show patient contact status. Status displays must be decided per practice. |
Use full column width | Leave this unchecked to overlay appointments within clinics or blocks, or check to use the full column width:
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Display booked provider identifier |
Many practices historically coloured appointment blocks by Provider. When coloured by Status (stage of care) there is an option for a vertical colour indicator that identifies the Provider for the appointment (EXACT version 11.3 SP5 and later). |
Display status timer |
Optionally add a Status Timer (hours:minutes) to the appointment book for these Statuses / stages of care while the patient is physically within the practice: Arrived, In Chair, Treatment Completed (EXACT version 11.3 SP5 and later). |
Normal View and Wide view Setup | Choose which patient/treatment details are textually displayed in the appointment block, and in what order, for views where the columns are normal and also for views where the columns are very wide (for example, with a wide screen monitor). This includes how the patient's name is displayed, the planned procedure, the patient's contact number, relevant notes, and the Patient ID. A 'blank' is also included if you wish to insert blank space between details in the appointment block. See below for details. |
Statuses Setup |
Each appointment book user can configure a set of coloured appointment statuses that visually differentiate appointment book blocks according to the patient stages of care within the dental practice: Booked > Confirmed > Late > Arrived > Seated in chair > Treatment complete > Checked out | FTA (Failed to Arrive) |
To select Normal View Appointment Fields
To select Wide View Appointment Fields
To use a picture as a background
Click the 'picture' radio button and use a graphic such as a photo, texture, sketch, logo, etc. as a background.
The graphic must be accessible on your computer/network via the Browse button.
The graphic is displayed at 100% size, so if small it will be 'tiled' (the available space will be filled with multiple 'tiles' of the same image).
If it is larger than the space it is to be displayed in, it will be cropped (truncated) to fit, from the right and bottom of the graphic.
A small sample of the chosen graphic displays in the box next to the Browse button.
Tip: If you choose to use a graphic for the background, choose one that is not too 'busy', or if you can, edit the picture using a graphics program to reduce the contrast, increase the brightness, or reduce the colour depth, to give it a pastel effect. Alternatively, use a 'texture' graphic or other subtle background.
Online Booking Icons
Online Booking icons display in the top right corner of the appointment:
New Patient online booking | |
Existing patient online booking | |
Recall Appointment online booking | |
Planned Treatment online booking |
Appointment Colour Status
Instantly see patient stage of care and time spent at that stage. Each appointment book user can configure a set of coloured appointment statuses. These visually differentiate appointment book blocks according to the patient stages of care within the dental practice: They also clearly show the time spent at that stage by the patient. |
Overview
Each appointment book user can configure a set of coloured appointment statuses to visually differentiate appointment book blocks according to the patient stages of care within the dental practice.
Configurable stages of care by colour are: Booked > Confirmed > Late > Arrived > Seated in chair > Treatment complete > Checked out | FTA (Failed to Arrive).
This visual indication extends to the length of stay timer so that with a glance at the appointment book practice personnel can immediately see each patient's stage of care and how long the patient has been waiting at that stage.
The booked provider for an appointment can be indicated by means of a vertical colour bar.
Features
Appointment display can be customised so that colours and icons denote status in the appointment workflow |
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Booked Provider colour indicator |
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Appointment Status Timer | The Status Timer option applies to these statuses (stages of care) while the patient is physically within the practice: Arrived, In Chair, Treatment Completed.
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Supported in multiple appointment book views |
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Full Windows colour options for the statuses | Select from the full range of the Windows colour palette:
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Colour week view / day view setup has been moved into User Settings screen |
This functionality has been moved out of the Appointment Book Appearance screen into the Appointments area of the User Settings screen from EXACT v11.3 SP5 onwards:
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Appointment book views and types where the statuses are viewable |
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Benefits
Clear visual display
With a glance at the appointment book the EXACT user can see the stage of care of a patient and how long the patient has been waiting at that stage:
Improved responsiveness to patient needs translates into better customer service
Practice personnel quickly identify where patients have been waiting for long periods and are better able to respond to their needs.
More streamlined practice workflow
Being comprehensively aware of the patient stages of care enables all practice personnel to better collaborate in streamlining the practice workflow.
Requirements
EXACT version 11.3 SP5 or later
Limitations and exclusions:
The status timer refresh is from 1-2 minutes. This is because EXACT uses the system time to calculate and appointment book, and this has an internal refresh timer. If the system time and refresh timer are in synch the timer will refresh at 1 minute, and at worst it will refresh at 2 minutes.
The Timer is not present on the appointment card tool tip.
Appointment Colour Status is not supported by Single column appointment book (single provider view) and the Week view.
The booked provider identifier will only display for a Dentist when using the co-duties workflow and the other provider is a Hygienist.
The double booking colour setting takes precedence over any status configuration setting.
Using
With Appointment colour status correctly configured the primary colour display for the appointment book as a whole is by status / stage of care:
Given the appropriate security settings, each EXACT user can configure the appearance settings of their appointment book. Users can configure the changing colour of the appointment cards according to the appointment status (stage of care) to provide a clear representation of a patient's stage of care.
To use the Colour Status Display
The status icon and the appointment colour show the Status / stage of care
IMPORTANT:
These colours are over-ridden by the double booking colour setting, which always takes precedence.
All practice workstations that are configured for Status view will see the changes made by other workstations.
A Provider colour indicator shows the booked provider for the appointment.
The colour is the same as the appointment colour set for the Provider.
For co-duties the dentist identifier takes precedence over the hygienist, so only the dentist identifier will display when there is an overlap in the appointment.
A Status Timer (hours:minutes) shows how long a patient within the practice has been at the current status. The in-practice statuses are Arrived, In Chair and Treatment Complete.
The timer is visible in the coloured appointment block but not in the tooltip (the information display that appears when you mouseover the appointment block).
The timer will stop after 12 hrs and will no longer be displayed on the appointment.
If you drag (move) an appointment, the colours are retained to retain the status and provider. See Appointment retention guidelines for details.
The functionality is supported in multiple appointment book views:
The Appointment Colour Status is not supported in the appointment book Single Provider View and Week View.
Appointment Statuses, Icons and Triggers
Each appointment has a Status box in the top left corner, with status indicators of the patient's current stage in the appointment workflow:
If a patient does not arrive there is also a Failed to Arrive (FTA) icon:
Each time the status is clicked, it cycles through the following status items:
A telephone handset icon indicates that the patient’s appointment has been confirmed; this option can be switched off in the configuration of the appointment book if not required.
A hollow square icon indicates that the patient has not yet arrived.
A stick figure icon indicates that the patient has arrived for their appointment.
The patient in the chair icon indicates that the patient’s records are open in the surgery.
A tick icon indicates the appointment has been completed and the patient is checked out. (Appointments are automatically updated as completed when the provider charges or TC’s the patient from the surgery).
These icons are especially significant for practices that use the appointment workflow to track and process patients through the practice.
Status Triggers
These statuses are triggered as follows:
Status | Trigger for colour change | Icon |
---|---|---|
Booked | Appointment is scheduled in the appointment book |
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Confirmed | The Receptionist clicks the existing box in the top right hand corner of the appointment. This can also be auto-checked / enabled by means of the automated SMS confirmation. | |
Late | The system time clock reaches the time of the appointment + 1 minute: | - |
Arrived | The Receptionist clicks the existing box in the top right hand corner of the appointment |
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Seated in Chair | Dentist/Hygienist digitally "moves patient to Chair" |
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Treatment Complete | The Dentist / Hygienist completes Treatment, or... The Receptionist clicks the existing box in the top right hand corner of the appointment. |
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Checked out | Treatment is completed and the patient has left the surgery, so the Receptionists clicks the existing box in the top right hand corner of the appointment |
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F.T.A | Patient has failed to attend their dental appointment (automatic process) | |
Moved | Appointment has been moved. | |
Deleted | Appointment Deleted Only visible if the Show Audit checkbox is checked |
Although the appointment workflow is a partly automated process, from EXACT v12.2 it is possible to manually set appointment statuses.
Resetting the appointment Status
Requires EXACT v12.2 or later. It is possible to manually reset or change a patient's appointment workflow status to either
Booked (not yet in the workflow)
Arrived (has been processed through reception and is now awaiting clinical treatment)
In the Chair (being treated in the Clinic - only the assigned Provider can change the patient to this status)
Complete (has been treated and is now in reception being processed through departure)
Checked Out (completed the workflow)
To reset the patient appointment status
Right-click the appointment and select the reset status from the context menu:
(the options may vary depending on stages in the workflow and permissions)
IMPORTANT: When you reset the appointment status EXACT resets its expectation of where that patient is in the practice and what actions are applicable to that patient's current stage of the workflow.
Select Reset Appointment Status to set the patient to Booked.
You'll see the status icon in the appointment change: Booked
EXACT expects that this patient has not yet arrived in reception.
Select Mark as Booked to set the patient to Booked.
You'll see the status icon in the appointment change: Booked
EXACT expects that this patient has not yet arrived in reception.
Select Mark as Arrived to set the patient to awaiting treatment in the clinic.
You'll see the status icon in the appointment change: Arrived
EXACT expects that this patient has been through the Arrivals process and is queued, awaiting treatment by the Provider.
The Provider sees this patient as a queued icon, waiting for treatment.
(valid Provider only) Select Move Patient to Chair to accept the patient into the clinic:
A patient can only be moved to the chair by the Provider to whom that patient has been assigned in the appointment book, so only that Provider will see this option to Move to Chair.
You'll see the status icon in the appointment change: In the chair
EXACT expects that this patient is in the chair being treated by the Provider.
Select Mark as Complete to mark the clinical treatment phase as complete for this patient.
You'll see the status icon in the appointment change: Complete
EXACT expects that this patient has been treated and moved to Reception, and pops up the patients Departure Task List, where applicable.
Select Mark as Checked Out to mark the reception departure phase as complete for this patient.
You'll see the status icon in the appointment change: Checked out
EXACT expects that this patient has been processed through departure and left the practice.
Appointment retention guidelines
"Retention" here refers to cases where an appointment is moved, cut, copied or opened, and whether in these situations the booked provider rules and the colour status rules are kept intact.
NOTE: In actions with past appointments there is no retention.
Retention for Booked Provider Identifier Colour
i.e. In what circumstances is this vertical coloured bar retained:
Appointment Workflow | Retained? |
---|---|
Dragged to same provider | Yes |
Dragged to different provider | Yes |
Double Left click appointment Edit (Cut) | Yes |
Double Left click appointment Edit (Copy) | No |
Right click cut to clipboard | Yes |
Right click copy clipboard | No |
Dragged to follow up and dragged back to appointment book | Yes |
Dragged from cancelation | Yes |
Dragged from contact lists | Yes |
Dragged from Recalls | No |
Dragged to hold list and back to appointment book | Yes |
Dragged to hold list then follow up then to appointment book | Yes |
Booked appointment from Workflow sidebar | No |
Cut to clipboard, moved to follow-up then to appointment book | Yes |
Copy to clipboard, moved to follow-up then to appointment book | Yes |
Actions with past appointments | No |
Retention for Colour Status Rules
i.e. in what circumstances does the whole appointment block retain its colour:
Appointment Workflow | Retained? |
---|---|
Dragged to same provider | Yes |
Dragged to different provider | Yes |