Need Sooner Appointment

Created by Ortho PMS, Modified on Sun, 22 Feb at 3:55 PM by Ortho PMS


Need Earlier Appointment Feature

1️⃣ During Appointment Scheduling

When the office schedules an appointment, the Appointment Widget will display a “Need Earlier Appointment” option.

If selected, the system allows the office to choose one of the following preferences:

  • Specific Date – Search for openings on a particular day

  • Date Range – Search between selected start and end dates

  • Number of Days Earlier – Search for availability within a defined number of days before the currently scheduled appointment

This allows the office to proactively accommodate patients who want an earlier visit.

Early Appointments Button (Daily Schedule View)

On the Daily Schedule, an “Early Appts” button will be available.

When clicked:

  • It displays a list of patients who requested earlier appointments

  • The office can:

    • Search for available slots

    • View suggested openings

    • Reschedule directly from the list

This helps front desk teams efficiently manage earlier appointment requests without manual tracking.


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