Tuesday, May 27, 2014

Finding a Patient by Phone Number

Another great reason for using the new Select Patient dialog box, is the ability to search for patients by any of their phone numbers.

Imagine coming in after a long holiday weekend and you have a full schedule of patients for this week. You begin going through your voicemail and you have a message from a patient saying that she won't be able to make her appointment on Wednesday. Her name was garbled, so you don't know who made the call, but she did leave her phone number. You can use the Advanced Search tab of the new Select Patient dialog box to find this patient.

To search for a patient by phone number:
  1. From any Dentrix module, click the Select Patient button.
    *This search function is only available in the new Select Patient dialog box, to learn how to switch to this new dialog box, click HERE.
  2. Click the Advanced Search tab.
  3. Enter the phone number in the Phone field.
  4. Click the Search button.
Dentrix will search through all phone number fields without you having the specify which kind of phone number it is--home, work, mobile, etc.

Just remember, Dentrix can only find phone numbers if you are entering them in to the Family File, so be sure to enter a patient's home, work, and cell numbers for this advanced search to work best for you.

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