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Appointment book tips - how to pull through your last viewed patient?
Appointment book tips - how to pull through your last viewed patient?

What does the refresh button against an appointment do?

Amber Morris avatar
Written by Amber Morris
Updated over a week ago

Lets take a look at the Set Patient as, ⟳ refresh button

After checking a Patients details in their record, it’s now time to make an appointment, lets use the 'set patient as' button in the instructions below.

  • Rather than searching again for the patients record

  • Click the set patient as button -

  • This remembers the last record you have interacted with on Dentally

  • The appt will then autofill with that patient against the appointment

The below gif demonstrates this process...

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