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Appointment Calendar

Everything you need to know about your appointment calendar

2 authors53 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 edit 'Diary Options' in the practice settings🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to set up your practice diary
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 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.

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