Appointment Calendar
Everything you need to know about your appointment calendar
By Amber and 1 other2 authors57 articles
Overview
Overview of the Diary and the Appointments tab
- How to use the new appointment finder tool🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using Dentally's appointment finder tool to search for slots and filter by zones.
- How to update a patient's appointment status🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to change a patient's appointment status in the calendar.
- How to manage your diary settings in UK/ROI/APAC🇬🇧🇮🇪🇦🇺🇳🇿 UK/ROI, APAC - How to set up your practice calendar
- Understanding the appointment journey from start to finish🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - An appointment from start to finish - booking, confirming, reminders, arrived & failed to attend
- How to use the 'Appointments' tab🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using the 'Appointments' tab to identify unbooked and booked appointments, and take actions.
- What a patient's appointment status means🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - The meaning of each stage of the appointment journey.
- How to link or unlink appointments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to link and unlink appointments through the patient's record
- How to cancel and rebook an appointment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Cancelling and rebooking appointments
- How to move or alter an appointment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How you can adjust and move an appointment in your appointment calendar
- How to book family appointments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Booking a family appointment in Dentally
- How to use the old appointment finder🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the old appointment finder to identify availability
- How to prevent appointment booking for a patient🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Using the feature to disable a particular patient from booking appointments.
- How to manage your calendar settings in Canada🇨🇦 CA only - How to set up your practice calendar
Setting up the Calendar
Delve into your calendar customisation here...
- How to use waiting lists🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Set up and use waiting lists to fill your appointment calendar
- Setting up a Telephone Triage Diary in Dentally🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Telephone Triage, new appointment reason, new practitioner, new treatment, custom fields, favourites
- How to use practitioner groups🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to create, edit and display specific groups of practitioners in the calendar
- How to create and use appointment reasons🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to add a new appointment reason to your practice's appointment list.
- How to use zones in your calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Create and use zones – previously known as session appointments
- How to manage your cancellation reasons🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to add, edit and hide appointment cancellation reasons
- How to add recurring appointments to the practice calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to set up recurring appointments in the calendar.
- How to use the calendar controls to adjust your view🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use the controls in the calendar, including date navigation, room display and multi-day
- How to set up and use rooms in the calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to set up rooms and order your calendar by room
- How to use the 'Waiting Room' for arrived patients🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to see who is in the 'Waiting Room' after they have arrived for their appointment.
- How to use the clipboard for appointments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to use the clipboard to move appointments
- How to change your colour preferences in the calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to change the colours in your calendar
- How to use zone grouping to search for calendar availability🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How zone groups work, why they're important for your booking workflow, and how to set them up.
- How to change a practitioner's position in the calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Choosing the order in which your practitioners appear in the calendar.
Practice Admin
A collection of articles to help with your practice admin
- How to mark that a patient did not attend (DNA/FTA)🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Marking a patient as DNA/FTA when they did not attend their appointment, and how to report on FTAs.
- How to enable and use Dentally notifications🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to turn on and manage desktop notifications
- Bulk Editing Appointments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Edit a group of appointments in one go, eg to inform all patients of a cancellation by the practice.
- How to use your site settings🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Settings for your site, including opening hours, name & address, payment plan/fee schedule and logo
- How to book an appointment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to book an appointment for new or existing patients
- How to audit a patient's appointment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to audit a specific appointment for a patient to see the journey of that appointment.
- How to show practitioner availability in the calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Updating your calendar to reflect working patterns, expected and unexpected absences.
- How to use the calendar override to update practitioner availability🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Mark a practitioner as unavailable in the calendar
- How to use schedules to show practitioner availability🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use schedules to build practitioner calendars and diaries, and set working patterns
- How to show annual leave/time off in the calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use schedules or the calendar override feature to block the calendar off for time off.
- How to edit or delete an existing schedule🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Editing and deleting schedules which have previously been created.
- How to layer multiple schedules at the same time🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to layer schedules to account for varying availability throughout the month/year.
- How to add and amend practitioner breaks in the calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Adding, amending and deleting breaks in the calendar using the schedule and override features.
- How to view today's appointments in the visit management panel🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Manage today's visits and streamline the patient journey from arrival and departure
- How to use lab status to track lab work🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - View and edit lab status to keep track of work for lab-dependent appointments
- How to send a booking confirmation🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Send booking confirmations automatically after an appointment is booked in the calendar
- How to set up booking confirmations🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Setting up booking confirmations to send after an appointment is booked
Patient Admin
A collection of articles to help you with your patient admin
- How to print calendar details and daylists🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to generate and print a daylist, or the whole calendar view, to see today's appointments
- How to send an appointment reminder from within the calendar🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to send correspondence about a specific appointment
- Understanding the difference between deleted and cancelled appointments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Deleting vs cancelling appointments
- How to book unbooked appointments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Where to find unbooked appointments, and how to book them.
Short notice appointment filling
Using the short notice filler to identify empty slots in your calendar, and fill them with suitable appointments
- How to use the short notice filler🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use the short notice filler to identify gaps in the calendar, and fill them by bringing forward suitable appointments.
- How to view and edit your short notice settings🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Set up your preferences for the short notice filler
- What a patient sees if they're contacted using the short notice filler🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - The SMS text patients receive if contacted to book a slot, and if they're successful/unsuccessful in confirming
- How eligibility and rankings are applied in the short notice filler🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Which appointments are deemed eligible for short notice, and how they are ranked when sending SMS
- How to view your short notice list🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - View a full list of all patients you've added to your short notice list, whose appointment falls within the eligible window
- How to add patients to the short notice list🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Add patients to the short notice filler so they can be informed when slots become available
FAQs
Appointment Calendar FAQs
- How to search for a dental and hygiene appointment at the same time🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to search for availability on both a dentist and hygienist
- How to print upcoming appointment details for a patient🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to print out a list of all future appointments for a patient
- How to add your last viewed patient's details when booking an appointment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Use the arrow button in the appointment card to auto-fill a recently viewed patient