Using the short call list

Use the Short Call List option to indicate what patients and appointments would like to be scheduled at an earlier time or on short notice. Appointments on the Short Call List will appear on the Clipboard.

  1. Double-click the schedule at the date and time you would like to schedule the appointment

  2. Set the Patient, Clinic, Appointment Type, Date, and Time
  3. Toggle Include in Short Call List to Yes

  4. Select a priority from the drop-down menu

  5. Set the recommended date based on either an explicit date, an explicit date range, or a preloaded data range based on your practice settings

  6. Select OK
  7. Select Save
  8. The appointment will now appear on the Clipboard and the scheduling grid

If an earlier time range opens up, you can now drag this appointment from the Clipboard to the schedule in order to schedule it at an earlier time.

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