Feature | Summary | Help Article |
Today Button | Click to jump back to the current date from any view. | Click Here To Learn More |
View the Morning Huddle | View production goals, scheduled procedures, and pending tasks for the day—now accessible directly on the Home Page Scheduler as well as in Practice Analytics. | Article Coming Soon |
View Available Slots | Define specific time windows for certain appointment types, providers, and operatories. Set one-time or recurring availability independent of EHR hours. | Click Here To Learn More |
Search Appointments | Search for patients, appointments, or tasks directly from the Scheduler. | Click Here To Learn More |
Settings Menu | Toggle appointment details, apply EHR color codes for providers, appointment types, or statuses. | Click Here To Learn More |
Operatories Filter | Show or hide selected operatories | Click Here To Learn More |
View, Edit, & Create Appointments | Double-click a time slot to create a new appointment, attach treatment codes, assign providers/operatories, and update appointment type/status. Drag to reschedule or right-click to edit/delete. | Click Here To Learn More |
View, Edit, & Create Blockouts | Mark unavailable time for the whole practice, specific operatories, or individual providers. Set recurring or one-time closures. | Click Here To Learn More |
View, Edit, & Create Availabilities | Quickly identify available slots by appointment length filter. Click an open slot to instantly start booking. | Click Here To Learn More |