Tuesday, June 3, 2014

Adding a Reminder to the Day Sheet to Follow Up on Difficult Procedures

Updated 4/25/2019

When a patient has a difficult procedure completed like a root canal or extraction, many offices make follow-up calls to that patient in the evening after their procedure. Dentrix helps you identify which patients may need a follow-up call by adding an asterisk on the Day Sheet next to the phone number of any patient who had a difficult procedure completed.

Dentrix considers a procedure to be "difficult" when it has been flagged in the Procedure Code Editor as a difficult procedure. You can customize which procedures are considered difficult and show up on the Day Sheet with an asterisk.

To flag a procedure as a Difficult Procedure:
  1. From the Office Manager, click Maintenance > Practice Setup > Procedure Code Setup.
  2. Select the procedure code you want to flag as a difficult procedure and click Edit.

  3. Check the Difficult Proc. option in the Treatment Flags group box. An asterisk will appear on the Day Sheet next to the phone number of any patient who has this procedure completed that day, indicating that they may need a follow-up call.

For more information see the Editing Procedure Codes topic in Dentrix Help.

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