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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  .