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Appointment Calendar
Appointment Calendar

Let's take a look at what you need to know about your Appointment calendar

Overview

Overview of the Diary and the Appointments tab

How to use the new appointment finder tool🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Using Dentally's appointment finder tool to search for slots and filter by zones.
How to update the patient's appointment status🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - How to change a patient's appointment status in the calendar.
How to edit 'Diary Options' in the practice settings🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI only - How to set up your practice diary
An Appointment from Start to Finish🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - An appointment from start to finish - booking, confirming, reminders, arrived & failed to attend
How to use the 'Appointments' tab🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - The Appointments Tab, including Unbooked Appointments, editing and changing appointments.
What a patient's appointment status means🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI only - The meaning of each stage of the appointment journey.
How to link or unlink appointments🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - How to link and unlink appointments through the patient's record
How to cancel an appointment🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Cancelling and rebooking appointments
How to move an appointment🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI only - How you can adjust and move an appointment in your appointment calendar
How to book family appointments🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - Booking a family appointment in Dentally
How to prevent appointment booking for a patient🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - 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, CA, AU, ROI only - Set up and use the report to fill your appointment calendar & to see who is next on your list.
Setting up a Telephone Triage Diary in Dentally🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - Telephone Triage, new appointment reason, new practitioner, new treatment, custom fields, favourites
How to use practitioner groups🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - How to create and display groups of practitioners in the calendar
How to create and use appointment reasons🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to add a new appointment reason to your practice's appointment list.
How to use zones in your calendar🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - How to create and use zones – previously known as session appointments
How to manage my cancellation reasons🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - How to set add, edit and hide appointment cancellation reasons.
How to add recurring appointments to the practice calendar🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to set up recurring appointments in the calendar.
How to cancel and rebook an appointment in Dentally?🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI only
How to use the calendar controls🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - Use the controls in the calendar, including date navigation, room display and Multi-day
Calendar Rooms🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - How to order your Calendar by Rooms rather than by Practitioner
How to use the 'Waiting Room' for arrived patients🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - How to see who is in the 'Waiting Room' after they have arrived for their appointment.
How to use the old appointment finder🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to quickly find the next available appointment in the Calendar
How to use the clipboard for appointments🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - How to use the clipboard to move appointments
Selecting a Date in the Calendar🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - How to navigate the dates in Calendar
How to change your colour preferences on the calendar in Dentally🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - How to change the colours in your Dentally Diary...
How to use zone grouping to search for calendar availability🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - 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🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - 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🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Marking a patient as DNA/FTA when they did not attend their appointment, and how to report on FTAs.
How to enable and use notifications🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI only - How to turn on and manage desktop notifications
Bulk Editing Appointments🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - Edit a group of appointments in one go, eg to inform all patients of a cancellation by the practice.
Site Settings🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - Settings for your site: Opening Hours, Name & Address, Default Payment Plan, Logo, Referrals
How to book appointments🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - How to book an appointment from the calendar and the Treatment Plan
How to audit a patient's appointment🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only -How you can audit a specific appointment against a patient to see the journey of that appointment.
How to show practitioner availability in the calendar🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - Updating your calendar to reflect working patterns, expected and unexpected absences.
How to use the calendar override to update practitioner availability🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - Mark a practitioner as unavailable in the calendar
How to use schedules to show practitioner availability🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Use schedules to build practitioner calendars and diaries, and set working patterns
How to show annual leave/time off in the calendar🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI only - Use schedules or the calendar override feature to block the calendar off for time off.
How to edit or delete an existing schedule🇨🇦🇦🇺🇬🇧🇮🇪 CA, AU, UK, ROI only - Editing and deleting schedules which have previously been created.
How to layer multiple schedules at the same time🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK only - How to layer schedules to account for varying availability throughout the month/year.
How to add and amend practitioner breaks in the calendar🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI only - Adding, amending and deleting breaks in the calendar using the schedule and override features.
How to use the 'Visits' tool🇦🇺🇬🇧🇮🇪🇨🇦 AU, UK, ROI, CA - Accessing the 'Visits' panel to manage arrivals and patient actions.
How to use lab status to track lab work🇨🇦 🇦🇺 🇬🇧 🇮🇪 CA, AU, UK, ROI - Managing lab status to keep track of current and overdue lab work for lab-dependent appointments