Appointment Slips

Printing Appointment Slips

Appointment slips can contain the following information based on what is selected when printing:

• Reminder for Next Appointment
• Receipt for Today's Payment
• Excuse for Today's Appointment

There are two places in Tops from which you can print appointment slips for patients.

1. Appointment Information Window
2. Contextual menu from the existing, scheduled appointment

1. Choose to Print Appointment Slip from the contextual menu or click Print Slip from the Appointment Information window. The appointment is spotlighted and the Print slip window opens.

2. Select the type of slip you need to print.
   1. Reminder for Next Appointment will list all upcoming appointments scheduled across all locations. The location address for the first, upcoming appointment will be displayed.
   2. Receipt for Today's Payment will show all payments posted to the patient's ledger for the day
   3. Excuse for Today's Appointment will reflect the time the appointment list was printed.
3. Select the Language - the language defaults to the patient's language.
4. Review or select the Appointment Slip Printer
5. Choose Continuous Paper or Appointment cards
6. Select Print Appointment Slip.

Set-up and Customize Appointment Slips

Establish default slips to print

1. Go to Tops Ortho > Practice Setup.
2. Input your password and click OK.
3. Go to Defaults.
4. In the Appointment Slips section, check the box for the following:
   • Reminder for Next Appointment: Check if you want the next appointment to display.
   • Receipt for Today's Payment: Check if you want today's payment to display.
   • Excuse for Today's Appointment: Check if you want an excuse for school or work to display.

Review and update what information is on your appointment slip

1. Go to Tops Ortho > Practice Setup.
2. Input your password and click OK.
3. Go to Letters/Forms
4. Click on the Forms tab

5. Click on the Dymo printer Appointment Slips... button at the bottom of the page

   

6. Customize your appointment cards using available placeholders. Click the Update Preview button to view your changes.

   

Printing a list of all appointments

If you need to print a list of all appointments, past and future, from a patient's chart you can do so with these simple steps.

1. Use View>Patient Info... to open a patient's chart or simply use Command-3 to search and open the patient's chart directly to their Appts/Recalls tab.
2. Click the printer icon in the top right corner of the Appts/Recalls view.
3. Choose portrait or landscape orientation
4. Click the Print button.

*Notes will not print.