Checkbox

A tick in the box to the left of the patients name completes the patient on the list.

Name

The patient’s name is displayed in the following order: Surname, First Name and Title.

Contacts

While the patient is on the list, this column will display whether they have been contacted, and by what means:

A phone call will display as a symbol.

A letter will display as a symbol.

An email as a symbol.

Each time the patient is contacted another icon appears in the row.

To display details of the contacts, double-click on the patient OR highlight the patient and click on the button on the Tool Bar to see a Contact Details window:

Details of all contacts for the patient can also be viewed from the Patient File, Contacts tab.

Select the Edit button to open the selected patient's file.

Phone

The patient’s home, work and alternate phone number are displayed. If the complete information cannot be displayed in the space available, dots will be displayed at the end of the line(s) indicating that further details are available.

Dentist and Hygienist

The patient’s normal dentist and hygienist are shown.

Preference icon

The patient’s contact preference is displayed as an icon.

Column Settings button

Allows you to reorder the columns to suit your preferences.