Tuesday, December 17, 2013

Customizing Appointment Information Initial Reasons

Updated 9/27/2019

To save you time when scheduling appointments, Dentrix allows you to create a list of up to 20 appointment reasons that can be quickly accessed in the Appointment Information dialog box.

While this list is customizable, there are some guidelines for the appointment reasons that can be listed here:
  • The reasons must reference an existing procedure code or multi-code.
  • The reason must not reference a procedure or multi-code that requires a tooth number, surface, quadrant, or sextant.

You can customize Appointment Reasons from the Office Manager > Practice Setup > Definitions > Appointment Reasons.

Watch the following Dentrix Does It video for steps on how to customize the procedures within the Initial Reasons section of the Appointment Information dialog box.

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