Appointment Book Toolbar Options

The following table describes the buttons that are available on the Appointment Book toolbar:

Button	Name	Description
	Change Dates	Opens the calendar to select a specific date to schedule an appointment.
	Go To Today	Display the appointment schedule for the current day.
	Previous Day	Displays the appointment schedule for the previous day. Note: This button changes to Previous Week or Previous Month when you open the weekly view or monthly view.
	Next Day	Displays the appointment schedule for the next day. Note: This button changes to Next Week or Next Month when you open the weekly view or monthly view.
	Change Resources	Selects a specific resource. The appointment schedule appears for the selected resource. The resources available for selection are those that are included in the current multi-view group. Note: This button is available in all views except Multi-View.
	View Template	Utilized to toggle between multiple templates assigned to a resource. Note: This button is available in Daily and Weekly Schedule views only.
	Change Multi-View Group	Select a specific multi-view group to display the appointment schedule for all resources in that group. Multi-view groups are created in the Multi-View tab of the Appointment Scheduling Preferences window. Note: This button is available when you select Multi-View in the Appointment Book window.
	Change Multi-View Group Location	Select a specific location to display the appointment schedule for all the resources in the current multi-view group at the selected location. Note: This button is available when you select Multi-View.
	Change Multi-View Location	Select a specific location to display the appointment schedule for all the resources, including those not in the current multi-view group but in the selected location. Note: This button is available when you select Multi-View.
	Add Appointment	Opens the Add Appointment window to add an appointment to the selected time slot.
	Edit Appointment	Opens the Edit Appointment window to edit the selected appointment.
	Delete Appointment	Deletes the selected appointment.
	Make Recurring	Click to make the selected appointment a recurring appointment. For example, daily, weekly, monthly or yearly.
	Refresh	Refreshes the Appointment Book window. The appointment schedule displays additions and modifications made since the last refresh.
	Reset Desktop	Restores the appointment book desktop to the original default settings (for example: column widths).
	Hide Patient Names	Click to prevent patient names from appearing in the appointment schedule. Note: After you click the Hide Patient Names button, the button changes to Show Patient Names.
	Preferences	Opens Appointment Scheduling Preferences window for the logged on user.
	Enterprise Scheduling Admin	Opens the Enterprise Scheduling Administration window. Note: This option is available only when you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window.
	Scheduling Admin	Opens the Scheduling Administration window. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration.
	Enterprise Appointment Search	Opens the Enterprise Appointment Search Ahead window to search for an available time slot for a specific event, service location, and resource across various practices in an enterprise. Note: This option is available only when you select the Enable Enterprise Appointment Search Ahead option in the Practice Preferences window.
	Appointment Search	Opens the Appointment Search Ahead window to search for an available time slot for a specific event, location and resource. Note: When you select the Enable Enterprise Appointment Search Ahead option in Practice Preferences, the Appointment Search Ahead window name changes to Practice Appointment Search Ahead.
	Appointment Waitlist	Opens the Patient Wait List Item window to add the patient to a waitlist for a specific event, location, and resource.
	View Chart	Opens the Patient Chart window for the selected appointment.
	Charge Posting	Opens the Charge Posting window for the selected appointment. Note: The appointment must have a linked encounter.
	Claim Edits	Click to run claims edits for the selected appointment. Note: The appointment must have a linked encounter with charges.
	Patient Group	Opens the Patient Group Search window to add or modify a group of patients that are part of a group appointment. Note: This button displays only if the Enable Group Scheduling option is selected in Practice Preferences > Appt Scheduling and is available only if you have the Patient Group = Yes access rights in System Administrator.
	Add Group Appts	Opens the Add Group Appointment window to schedule a group appointment in the selected time slot. Note: This button displays only if the Enable Group Scheduling option is selected in Practice Preferences > Appt Scheduling and is available only if you have the Appointments = Add access rights in System Administrator.
	Group Encounter	Opens the Add Group Encounter window to create a group encounter for a group appointment. Note: This button displays only if the Enable Group Scheduling option is selected in Practice Preferences > Appt Scheduling and is available only if you have the Add Patient Encounter = Yes access rights in System Administrator.
	Exit	Closes the Appointment Book window.

The following table describes the buttons that are available on the Appointment Book toolbar:

Button	Name	Description
	Change Dates	Opens the calendar to select a specific date to schedule an appointment.
	Go To Today	Display the appointment schedule for the current day.
	Previous Day	Displays the appointment schedule for the previous day. Note: This button changes to Previous Week or Previous Month when you open the weekly view or monthly view.
	Next Day	Displays the appointment schedule for the next day. Note: This button changes to Next Week or Next Month when you open the weekly view or monthly view.
	Change Resources	Selects a specific resource. The appointment schedule appears for the selected resource. The resources available for selection are those that are included in the current multi-view group. Note: This button is available in all views except Multi-View.
	View Template	Utilized to toggle between multiple templates assigned to a resource. Note: This button is available in Daily and Weekly Schedule views only.
	Change Multi-View Group	Select a specific multi-view group to display the appointment schedule for all resources in that group. Multi-view groups are created in the Multi-View tab of the Appointment Scheduling Preferences window. Note: This button is available when you select Multi-View in the Appointment Book window.
	Change Multi-View Group Location	Select a specific location to display the appointment schedule for all the resources in the current multi-view group at the selected location. Note: This button is available when you select Multi-View.
	Change Multi-View Location	Select a specific location to display the appointment schedule for all the resources, including those not in the current multi-view group but in the selected location. Note: This button is available when you select Multi-View.
	Add Appointment	Opens the Add Appointment window to add an appointment to the selected time slot.
	Edit Appointment	Opens the Edit Appointment window to edit the selected appointment.
	Delete Appointment	Deletes the selected appointment.
	Make Recurring	Click to make the selected appointment a recurring appointment. For example, daily, weekly, monthly or yearly.
	Refresh	Refreshes the Appointment Book window. The appointment schedule displays additions and modifications made since the last refresh.
	Reset Desktop	Restores the appointment book desktop to the original default settings (for example: column widths).
	Hide Patient Names	Click to prevent patient names from appearing in the appointment schedule. Note: After you click the Hide Patient Names button, the button changes to Show Patient Names.
	Preferences	Opens Appointment Scheduling Preferences window for the logged on user.
	Enterprise Scheduling Admin	Opens the Enterprise Scheduling Administration window. Note: This option is available only when you select the Enable Enterprise Appointment Scheduling option in Practice Preferences window.
	Scheduling Admin	Opens the Scheduling Administration window. Note: When you select the Enable Enterprise Appointment Scheduling option in Practice Preferences, the Scheduling Administration window name changes to Practice Scheduling Administration.
	Enterprise Appointment Search	Opens the Enterprise Appointment Search Ahead window to search for an available time slot for a specific event, service location, and resource across various practices in an enterprise. Note: This option is available only when you select the Enable Enterprise Appointment Search Ahead option in the Practice Preferences window.
	Appointment Search	Opens the Appointment Search Ahead window to search for an available time slot for a specific event, location and resource. Note: When you select the Enable Enterprise Appointment Search Ahead option in Practice Preferences, the Appointment Search Ahead window name changes to Practice Appointment Search Ahead.
	Appointment Waitlist	Opens the Patient Wait List Item window to add the patient to a waitlist for a specific event, location, and resource.
	View Chart	Opens the Patient Chart window for the selected appointment.
	Charge Posting	Opens the Charge Posting window for the selected appointment. Note: The appointment must have a linked encounter.
	Claim Edits	Click to run claims edits for the selected appointment. Note: The appointment must have a linked encounter with charges.
	Patient Group	Opens the Patient Group Search window to add or modify a group of patients that are part of a group appointment. Note: This button displays only if the Enable Group Scheduling option is selected in Practice Preferences > Appt Scheduling and is available only if you have the Patient Group = Yes access rights in System Administrator.
	Add Group Appts	Opens the Add Group Appointment window to schedule a group appointment in the selected time slot. Note: This button displays only if the Enable Group Scheduling option is selected in Practice Preferences > Appt Scheduling and is available only if you have the Appointments = Add access rights in System Administrator.
	Group Encounter	Opens the Add Group Encounter window to create a group encounter for a group appointment. Note: This button displays only if the Enable Group Scheduling option is selected in Practice Preferences > Appt Scheduling and is available only if you have the Add Patient Encounter = Yes access rights in System Administrator.
	Exit	Closes the Appointment Book window.

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