Home » Categories » TDO Software » Calendar

New Patient Appointment

  1. Open Calendar
  2. Select day and operatory for appointment.  Click, hold and drag mouse to make appointment box.
  3. Right click, New Appointment.
  4. Appointment form will open with operatory, date and time filled in.
  5. Click Add New Patient Small or Large form.
  6. Fill out necessary information (name, phone number, referring doctor, email address).
  7. Close the form.  New patient information will show on the appointment form.
  8. Finish filling out appointment form.  Required information is tooth number, appointment type and doctor.  Optional information includes appointment notes, earlier appointment call list, appointment made by, block additional operatories and medical info tab.  Save and close.
  9. Open patient record and generate a web id and password.
  10. Open Letters module and send welcome letter to patient.
5 (2)
Article Rating (2 Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Adding Operatory Names
Viewed 1426 times since Oct 24, 2014
Editing an Appointment
Viewed 1154 times since Aug 27, 2014
Recurring Block Appointment
Viewed 1479 times since Aug 29, 2014
Patient Check In
Viewed 3472 times since Aug 29, 2014
Search Time
Viewed 1266 times since Oct 29, 2014
Existing Patient Appointment
Viewed 1334 times since Aug 27, 2014
Web Registration Calendar Icon
Viewed 133 times since Mar 26, 2019
Editing the formatting of appointments on Calendar
Viewed 1761 times since Jun 8, 2015
Printing a Calendar
Viewed 1211 times since Aug 29, 2014
TDO Google Calendar Sync
Viewed 3355 times since Dec 13, 2014