View Appointments

Note: The following steps assume that DoctorAccess displays Messenger. To change DoctorAccess's default display module, see Customize DoctorAccess.

To view appointments by day:

1. Determine if you logging in from the full site or mobile site:
• If using the full site, click Scheduler.
• If using the mobile site, select the icon and select Scheduler.

DoctorAccess displays the schedule for the day.

What does the above example of the calendar for the day show?

The appointment calendar shows:

• The patients associated with the appointments
• The appointments are scheduled in the Main clinic and in the Hygiene clinic.
• Both patients have confirmed their appointments.
• Patient Francesca Domingo is an emergency patient indicated by the red label.
• Patient Patricia Walton needs an exam indicated by the appointment indicator ().
• A light pink background that represents the appointment discipline (in this example, Perio).
• Overlapping appointments.
• The student's clinic time exceptions (lunch hour and Pediatric rotation).

2. (Optional) Open and view another day:
   • If using the full site, click the or icons to go to the previous or next day on the calendar.
   • If using the mobile site, select the icon, and select a day.

Note: The following steps assume that DoctorAccess displays Messenger. To change DoctorAccess's default display module, see Customize DoctorAccess.

To view appointments by week:

1. Determine if you logging in from the full site or mobile site:
• If using the full site, click Scheduler.
• If using the mobile site, select the icon and select Scheduler.

DoctorAccess displays the current day's appointment schedule.

2. Click the Week tab to open the week's scheduled appointments.

DoctorAccess displays the schedule for the current week.

Note: Depending on your default setting, your week of appointments may begin on Sunday or Monday. To change the first day of your working week, see Customize DoctorAccess.

What does the above example of the weekly calendar show?

The appointment calendar shows:

• Patients associated with appointments.
• The clinic name for each appointment.
• Appointment chair details.
• Overlapping appointments.
• Clinic time exceptions such as lunch times and rotations.
• Appointment statuses, eg., checked out, confirmed, unconfirmed.
• The time of an appointment.
• The appointment background colors/labels for a discipline.
• Appointment indicators; in this case () indicates that the patient needs a hygiene exam.

3. (Optional) Open and view another week:
   • If using the full site, click the or icons to go to the previous or next week on the calendar.
   • If using the mobile site, select the icon, and select a week.

When you drill down on an appointment, you can view:

• Appointment details
• Treatment details
• Appointment notes

To view appointment details:

1. Open the Scheduler tab and select an appointment.

The Appointment and Patient Details page appears.

Note: The Send a Message link displays only if the patient has a PatientAccess account.

2. (Optional) Select the Treatments tab to view more treatments associated with the appointment..

3. (Optional) Select the Appt Notes tab to view notes associated with the appointment.

Depending on your dental institution, you can view a patient’s chart number, photo, date of birth, address, preferred language, the reason for the appointment, and patient alerts (e.g. a patient's nuts allergy).

To view patient details:

1. Open the Scheduler tab and select an appointment.

The Appointment and Patient Details page appears. The example below shows two tabs: Alerts and More Info.

2. (If available) Select the More Info tab to view additional patient information.