Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Manually Confirming Appointments

Version 14.19
Path: Clinical, Practice Management, or Billing > Schedule > Tracking

Overview

This page will instruct you on how to manually confirm appointments.

Confirming Appointments

  1. Click on Schedule button.
  2. Click on Tracking radio button.
  3. Select the date for the appointments that you are confirming. 

  1. On the top left of the Tracking window data grid, click on the Hidden Column button  to add Phone # to the view.

  1. From here the user can either work down the schedule and call patient’s confirming their appointments, then manually change the confirmation status to the appropriate type of confirmation or if the office would prefer to do confirmations on paper, then there is a print option by clicking on the Printer Button  .
Version 14.10
Path: Smart Toolbar > Schedule button > Tracking tab

Overview

This page will instruct you on how to manually confirming appointments.

Confirming Appointments

  1. Click on Schedule button .
  2. Click on Tracking tab  .
  3. Select the dates for the appointments that you are confirming. 

  1. On the right hand side of the Tracking window, click on the Hidden Column button  to add Phone # to the view.

  1. From here the user can either work down the schedule and call patient’s confirming their appointments, then manually change the confirmation status to the appropriate type of confirmation. If the office would prefer to do confirmations on paper, then there is a print option by clicking on the Printer Button  .