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Appointment Calendar
Lets 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 appointment finder toolUsing Dentally's appointment finder tool to search for slots and filter by zones.
How to update the patient's appointment statusHow to change a patient's appointment status in the calendar.
The Practice DiaryHow to set up your Practice Diary
An Appointment from Start to FinishAn overview of a patient's appointment from start to finish - booking, confirming, reminders, arrived & failed to attend. Patient journey
How to use the 'Appointments' tabAn overview of the Appointments Tab, including Unbooked Appointments, editing and changing appointments.
What a patient's appointment status meansThe meaning of each stage of the appointment journey.
How to link or unlink appointmentsHow to link and unlink appointments through the patient's record
How to cancel an appointmentCancelling and rebooking appointments
How to move an appointmentLet's take a look at how you can adjust and move an appointment in your appointment calendar
How to book family appointmentsBooking a family appointment in Dentally is super easy, just link the family together and follow the below...
How to prevent appointment booking for a patientUsing the 'Prevent Appointment Booking' feature to disable a particular patient from booking appointments.
Setting up the Calendar
Delve into your calendar customisation here...
How to use waiting listsHow to set up and use the waiting list report to fill your appointment calendar & to see who is next on your list.
Setting up a Telephone Triage Diary in DentallyTelephone Triage, new appointment reason, new practitioner, new treatment, custom fields, favourites
How to use practitioner groupsHow to create and display groups of practitioners in the calendar
How to create and use appointment reasonsHow to add a new appointment reason to your practice's appointment list.
How to use zones in your calendarHow to create and use zones – previously known as session appointments – to set aside slots in your calendar for specific reasons.
How to manage my cancellation reasonsHow to set add, edit and hide appointment cancellation reasons.
How to add recurring appointments to the practice calendarHow to set up recurring appointments in the calendar.
How to cancel and rebook an appointment in Dentally?When using both the clipboard and cancellation features you can make rebooking an appointment super easy...
How to use the calendar controlsHow to use the controls in the Calendar, including date navigation, room display, Multi-day, appointment colours
Calendar RoomsHow to order your Calendar by Rooms rather than by Practitioner
How to use the 'Waiting Room' for arrived patientsHow to see who is in the 'Waiting Room' after they have arrived for their appointment.
How to use the old appointment finderHow to quickly find the next available appointment in the Calendar
How to use the clipboard for appointmentsHow to use the clipboard to move appointments
Selecting a Date in the CalendarHow to navigate the dates in Calendar
How to change your colour preferences on the calendar in DentallyHow to change the colours in your Dentally Diary...
How to use zone grouping to search for calendar availabilityHow 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 calendarChoosing 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 attendMarking a patient as DNA/FTA when they did not attend their appointment, and how to report on DNAs/FTAs.
How to enable and use notificationsHow to turn on and manage desktop notifications
Bulk Editing AppointmentsHow to edit a group of appointments in one go, such as to inform all patients of a cancellation by the practice.
Site SettingsSettings for your site: Opening Hours, Name & Address, Default Payment Plan, Logo, Referrals
How to book appointmentsHow to book an appointment from the calendar and the Treatment Plan
How to audit a patient's appointmentLet's take a look at how you can audit a specific appointment against a patient to see the journey of that appointment.
How to show practitioner availability in the calendarBest practice for updating your calendar to reflect working patterns, expected and unexpected absences.
How to use the calendar override to update practitioner availabilityMark a practitioner as unavailable in the calendar by quickly updating their availability in the calendar override on a given day.
How to use schedules to show practitioner availabilityUse schedules to build practitioner calendars and diaries, as well as setting working patterns, holidays and cleaning breaks.
How to show annual leave/time off in the calendarUse schedules or the calendar override feature to block the calendar off for annual leave and time off.
How to edit or delete an existing scheduleEditing and deleting schedules which have previously been created.
How to layer multiple schedules at the same timeHow to layer schedules to account for varying availability throughout the month/year.
How to add and amend practitioner breaks in the calendarAdding, amending and deleting breaks in the calendar using the schedule and override features.
Patient Admin
A collection of articles to help you with your patient admin
Printing DaylistsHow to print a daylist
Cancelling and Moving AppointmentsHow to cancel and Move appointments using the Calendar and the Appointments tab, including using the clipboard
Appointment RemindersHow to remind patients of their appointments using SMS and email
Appointment Specific CorrespondenceHow to send patients correspondence from the calendar.
Understanding deleted and cancelled appointmentsDeleting or cancelling appointments, and the difference between the two
Understanding unbooked appointmentsWhat unbooked appointments are, where to find them and how to book them.
FAQs
Appointment Calendar FAQs
How to search for a dental and hygiene appointment at the same time?Lets take a look at the recommended way to search for availability on both a dentist and hygienist
How do I print out all new appointments for a patient in Dentally?How to print out a list of all future appointments for a patient
Appointment book tips - how to pull through your last viewed patient?What does the refresh button against an appointment do?