Service field (and Quick Services)

The convenience of appointment book Quick Services

A Receptionist can quickly select the relevant service from the dropdown when creating or editing an Appointment.

The configured Quick Service can include a pre-loaded Appointment length, which is useful for a busy Receptionist.

TIPS:

To prevent the quick service list from becoming long (and not very quick), it is advisable to remove those services that are no longer required in the Quick Service List.

Add appropriate services for particular circumstances. For example, if the practice has promotional campaigns for tooth whitening and oral check ups, add these services temporarily to the Quick Services for the duration of the campaigns.

To enter a Quick Service into a patient appointment

1. Double-click the appointment in the appointment book.
2. In the Edit Appointment window, click the Service dropdown and select a service.

   

3. Select the Save button.

SEE ALSO: Removing services from Appointment Book Quick Service

To enter Services into a patient appointment

Do any of the following:

• Use the Edit Appointment window Quick Service drop-down list:

  

• Use the Planned Treatment field: Double-click a planned treatment item to transfer the information into the Service field.

  

• Type in a service. Appropriate abbreviations or a short description to identify the reason for the appointment can be typed into the Service Field, e.g. TA for Tooth Ache, LC for lost Crown, etc. You will also need to set an appropriate Appointment Length.

When a service has been selected, the required time for the service will automatically appear in the Length box.

To increase/decrease the time allowed for the appointment, click in the Length Box and type in the new length. Time is entered in the format HH:MM. A 30-minute appointment would be typed as .30, and a 1 hour 20 minute appointment would be typed as 1.20. Alternatively you can use the arrows to increase or decrease the time in the box.