In some cases, a hygienist or clinical team member may pre-create appointments within the Clipboard. When this occurs, front desk staff can simply click and drag the patient from the Clipboard into an available time slot on the schedule. This method helps streamline the scheduling process while ensuring the appointment aligns with clinical planning
The Clipboard can also be especially helpful when coordinating family appointments. Staff can temporarily place multiple family members in the Clipboard while identifying a date and time that works best for the entire family. Once availability is confirmed, appointments can be quickly scheduled by clicking and dragging each family member into the appropriate time slots on the schedule, ensuring all members are booked efficiently and together whenever possible.
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Best Practice: Always confirm that the correct procedure codes are attached before finalizing the appointment. To Learn More: Click here |