If you’re rescheduling an appointment and need to search for an available time slot, you can drag the appointment from its current time slot to the Pinboard and then search for an available time slot. Once found, you can then drag the appointment from the Pinboard to the open time slot.
Watch this video to learn how to move appointments using the Pinboard. (Duration 1:33)
Additional Tips
- When you drag an appointment from the Appointment Book to the Pinboard, the appointment remains in the Appointment Book in its original time slot. When you move that same appointment from the Pinboard to a new time slot, the original appointment is removed from the Appointment Book and displayed in the new time slot. This prevents another appointment from being scheduled in its place, while you search for a new time slot.
- If you move an appointment to the Pinboard by right-clicking the appointment in the Appointment Book and selecting Move to Pinboard > …, or by clicking Options > Move to Pinboard > …, the appointment is moved to the Pinboard AND removed from the time slot in the Appointment Book.
- Another way to move an entire family’s appointments is to select one of the family’s appointments and from the Options menu select Move to Pinboard, then Family Appts for Displayed Date.
- You can move appointments to the Pinboard in the Appointment Book’s Day View and Week View but not in the Month View.
- To learn more about moving appointments using the Pinboard, read The Pinboard in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - To complete this exercise, locate an existing appointment.
- Use the following information to move an appointment using the Pinboard:
- Locate Lisa Farrer’s appointment
- Move the appointment to the Pinboard
- Move the Pinboard appointment to an open time slot on a future day