Friday, April 24, 2009

Why do I have so many different appointment types that are duplicates?

When creating a new appointment you have to choose an 'Appointment Type.' Sometimes you may see more types than are necessary. For example there is a '6mnth', '6mon', 6M, and '6 month' appointment type when just one of these would suffice.
Explanation:The '+' button was probably pressed, which creates a new appointment type instead of selecting one of the already existing types.
You will want to merge the duplicate types into a single type.
  1. From the main screen of ClearDent go to the 'System' icon or menu, select 'Customize', then choose 'Appointment Types.'
  2. All of the appointment types will be listed here. While holding down the 'Ctrl' key on the keyboard use the mouse to select the duplicates. They will show highlighted in blue.
  3. Click the 'Merge' button. A window will popup that will allow you to choose what the appointment type will be named. Select the wording/spelling you prefer from the drop down list and press 'Ok.'
  4. A warning will display making sure you want to combine the types you have chosen into one type. Press 'Ok' again and you are done.
In addition to being redundant, having multiple appointment types that are the same may make it seem that the recall system is not updating correctly. You could have the 'Recall Exam' appointment type associated with the correct recalls, but the 'RecallEx' type might not have the proper recall associations and therefore not update the recall system appropriately.