Using the calendar

Your day's schedule now lives on the home screen instead of its own calendar page, in the lower half of the screen. It shows today, and only today.

Where to find it

Open the home screen — your appointments sit below your notes. If you land on an old calendar link or bookmark, it now takes you straight to the home screen, since that's where your schedule lives.

Seeing the whole day

The calendar only shows today's appointments; there's no page to flip through other days. To see more of today at once, use the small caret tab along the calendar's top edge:

• Click it to pull the day up over your notes, giving the schedule most of the screen.
• Click it again to push it back down and bring your notes back into view.

Checking an appointment before it starts

Each booked appointment shows as a block in the grid. Point at a block to open its card, which shows:

• Who's coming in, and when
• What's booked, including the procedure
• The pre-appointment summary Rebrief has written from the patient's chart

From the card, you can start the appointment — this opens the live charting screen and automatically links the appointment to that patient's chart, so nothing needs matching up afterward — or open their chart directly without starting the appointment.

Tip: If an appointment isn't linked to a patient chart yet, the card lets you know. Click the appointment to link it, then start charting.

Keeping the schedule current

Resync calendar pulls today's appointments in again from your practice software. It reads "Syncing…" while the refresh is running.

Note: If today hasn't been imported yet, the calendar tells you that directly — it won't show an empty grid as if the day were simply free.

If you don't use practice management software

Without a connection to practice software, there's no schedule to import. That space on your home screen shows your daily Learn goal instead.