Help Center

Appointments

Why is an appointment waiting for approval?

Your appointment policy is set to staff approval — approving the request is what books it.

Quick answer

Your appointment policy for that action is set to staff approval, so Sera captured the request instead of booking it. Open Requests, find the item waiting for approval, and approve it — that is what creates the appointment.

Steps

  1. Open Requests.
  2. Find the request with status pending staff approval.
  3. Review the requested time and patient details.
  4. Approve it. Sera then books the appointment (in Open Dental first, if you are Integrated).

A pending request is not a booked appointment. Nothing exists in your schedule until the request is approved.

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