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Appointment book tips - how to pull through your last viewed patient?
Appointment book tips - how to pull through your last viewed patient?

๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช CA, AU, UK, ROI - What does the refresh button against an appointment do?

Amber Morris avatar
Written by Amber Morris
Updated over a week ago

Lets take a look at the Set Patient as, โŸณ refresh button

After checking a Patients details in their record, itโ€™s now time to make an appointment, lets use the 'set patient as' button in the instructions below.

  • Rather than searching again for the patients record

  • Click the set patient as button - โŸณ

  • This remembers the last record you have interacted with on Dentally

  • The appt will then autofill with that patient against the appointment

The below gif demonstrates this process...

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