Create an Appointment with the Action Menu

Tops Ortho provides multiple ways to create an appointment. The instructions below use the Action menu.

1. Go to Action > Make New Appointment, or press Command U.
2. Find the patient and click OK.
3. In the Appointment Search window, the search defaults allow you to view the appointments available for the Procedure displayed. If needed, update the search criteria, and click Search. Note: The icons for -7 and +7 update the When field by seven days forward or backward.
4. Single click on the appointment line item. Note: This action opens a window of the Appointment Book and displays the appointment in gray.
5. If the appointment you have selected looks good within the appointment book, double click the line item.
6. The Appointment window displays; update the fields as required.
   • If the appointment is due to an emergency, it is important to check the box beside Emergency.
   • To print an Appointment Slip, click Print Slip.
7. Click OK.