Calendar Overview

Open Calendar from the clinic workspace.

What can you manage in Dentaltap Calendar?

Short answer: Dentaltap Calendar helps clinic teams schedule visits, manage provider and room availability, and coordinate calendar notes, bookings, tasks, and follow-ups from one workspace.

From the calendar you can:

• view visits by day, week, or month;
• see the schedule by rooms or by providers;
• create visits and calendar notes;
• create recurring time slots;
• find available times;
• confirm online bookings;
• move, edit, or cancel visits;
• open a patient's visit details and notes.

The calendar sidebar also provides Recalls, Plans, Bookings, and Tasks. See Sidebar Workflows.

Calendar views

Use the view buttons to switch between:

• Day: best for managing today's detailed schedule;
• Week: best for planning provider and room availability;
• Month: best for seeing the overall distribution of visits.

Use the previous, next, and Today buttons to move through the calendar. You can also select a date from the date picker.

Your calendar remembers display preferences such as the selected view, time scale, and layout.

Rooms and providers

You can group the calendar in two ways:

• Rooms: each column or section represents a clinic room;
• Users: each column or section represents a provider or staff member.

Use the resource filter to show only the rooms or users you need. You can also filter by branches, room groups, or user groups. See Navigation & Filters.

Filters

The calendar can filter visits by:

• provider;
• room or branch;
• visit group or reason;
• visit status;
• patient-related categories such as new patients, same-day bookings, online bookings, follow-up visits, and unpaid invoices.

The count beside each filter shows how many visits match it. Choose All Visits or All Statuses to clear the corresponding filter.

Creating a visit quickly

To create a visit directly from the calendar:

1. Click an empty time cell.
2. Check the date, start time, end time, room, and provider.
3. Select a patient.
4. Add any additional users, group/reason, procedures, or internal notes.
5. Click Create Visit.

The calendar uses the selected cell to prefill the date, time, room, and provider. When you select a time slot, its availability details are carried into the visit form.

See Create Appointment for the complete workflow.

Finding an available time

Click Find Time while creating a visit. You can search for availability based on the visit duration, provider, room, or date. Select a result to return to the visit form with the time filled in. See Find Time.

Availability comes from the time slots configured for your clinic. See Create Time Slot.

Opening visit details

Click a visit once to select it. Click it again to open its details.

From visit details you can:

• review or change the date and time;
• change the room, provider, or group/reason;
• add or remove supporting users;
• add or update procedures;
• update the visit status;
• record arrival, treatment start, and treatment end times;
• add notes or comments;
• open the patient profile;
• reschedule or delete the visit when permitted.

You can also review comments and change history, lock a visit, create an invoice or task, record payment, and print the patient queue when the relevant action is available. See Visit Details.

Tip: If you want to move a visit, you can usually drag it to another time or resource. Patient visits may ask you to confirm whether an update notification should be sent.

Visit statuses

The calendar can show and filter statuses such as:

• Unconfirmed;
• Confirmed;
• Checked in;
• Completed;
• No-show;
• Canceled.

The exact actions available depend on your clinic role and permissions.

Visits, time slots, and notes

These terms describe different things:

For the difference between calendar notes and clinical notes, see Calendar Notes.