In Appointment Lists, click Planned Tracker.

The Planned Appointment Tracker lists Planned Appointments that have been created but not scheduled. If a patient does not schedule a planned appointment, or if the scheduled appointment is deleted, this system will track the appointment so they don't slip through the cracks. This tool is useful for keeping your production levels as high as possible. Regularly review this list to fill your schedule with quality procedures.

To make this process work, every patient who needs treatment of any kind must have a planned appointment created before they leave the office.

Setup: Click to define default date range of planned appointments to display.

• Days Past: Number used to determine From date.
• Days Future: Number used to determine To date.

Narrow or sort the list by specific criteria. Click Refresh to update.

• Order by: Sort the list alphabetically by appointment unscheduled status, alphabetically by last name, first name, or by date the planned appointment was created.
• Provider: Only view appointments for a specific Provider.
• Clinic: Only view appointments for a specific Clinic.
• Site: Only view appointments for a specific Site.
• Code Range: Only view planned appointments for specific procedures. Enter a single procedure code or range of codes.
• From / To: Click the down arrow to select a specific date range from a calendar. Click the down arrow again to close the calendar. Defaults to today's date.

To change the active patient, right-click on a patient, then click Select Patient.

To jump to a patient's chart, right-click on the patient, then click See Chart.

Print List: Print the list as it appears on-screen.

Schedule a Planned Appointment

Option 1: Right-click the appointment, click Send to Pinboard, then schedule the appointment.

Option 2: Double-click the appointment to open the Edit Appointment. Make Commlog notes as needed. Click Pinboard, then schedule the appointment.

Once scheduled, planned appointments no longer list in the tracker. They will still list in the Chart module, Planned Appts tab until they are marked done or deleted.