The calendar offers a visual representation of the scheduled appointments in your practice. Today’s date will be highlighted in yellow. New appointments may be created in the calendar by clicking on the start time and dragging to the end time. Existing appointment details may be viewed by clicking on the appointment within the calendar. To actually open the appointment record, click on the View button in the appointment details popup window. You can modify the appointment and return directly to the calendar upon saving by clicking on the Edit button in the appointment details popup window. Click the Cancel button to quickly change the status of the appointment to canceled or to update the cancelation reason.

Sessions for the appointment may also be accessed by from the appointment details popup window. On the session line, the New button to quickly create a new session for the appointment (a warning will be displayed if a session already exists for the appointment). If a single session already exists for the appointment, click the View button to open the session and the Edit button to modify the session. Note that the view and edit buttons are not available if the appointment does not have a session or has more than one session.

Above the calendar are options for navigating and viewing the calendar. Select my schedule to view only appointments that are assigned to you. Select schedule views to view appointments for the selected users (not all users have access to schedule views).

See the scheduling training videos at http://www.inviscidsoftware.com/trainingVideos.aspx for further information.