Do you have patients with flexible schedules? Are some of your patients willing to come in sooner than scheduled, or maybe even be willing to be rescheduled to accommodate another patient? If so, you’re in luck. Easy Dental has a special place for this kind of patient, and it’s called the Open List.
To move a patient’s appointment to the Open List, in the New Appointment Information dialog box, set their Schedule Type to OPEN.
This places the patient’s appointment on the Open List but does not remove it from the Schedule. Patients on the Open List are patients who you know ahead of time have a flexible schedule, and could be moved around. When you have a patient who has limited flexibility and you are having a hard time finding an opening for them, you can check the Open List to see if you can create a space for that patient, by moving a more flexible patient.
The Open List is actually part of the ASAP List. When you open the ASAP List, you can toggle between ASAP and Open.
To reschedule an appointment from the Open List:
- From the Schedule, click the Lists button and select ASAP List.
- When the ASAP List loads, click the View button to set your view options.
- In the Types of Search group box, select Open.
- Change other search parameters as needed, and click OK. The ASAP List now shows only those appointments marked as OPEN.
When you contact a patient on the list, and he or she agrees to reschedule, you can either drag the appointment from the ASAP List to the Schedule to fill a hole, or drag it to the Clipboard while you find an open spot. Easy Dental will ask you to confirm that you want to move the appointment. Moving the appointment creates an opening in the Schedule, which you can then fill with an appointment for a less flexible patient.
For additional information on other Appointment Book Lists, see “The Schedule Lists” topic in the Easy Dental Help.